Salesforce IT Specialist

Summary

Join a fast-growing insurance agency as their Salesforce & IT Support Specialist! This fully remote position offers a unique opportunity to manage and optimize their Salesforce platform while providing day-to-day IT support. You will create and manage users, roles, and profiles in Salesforce, troubleshoot data quality issues, and provide user training. Additionally, you will serve as the first point of contact for basic technical support requests, manage user account access, and coordinate with external vendors for escalated issues. The ideal candidate possesses 2+ years of IT support experience, strong technical aptitude, and excellent communication skills. Salesforce experience is highly preferred, and the company supports obtaining Salesforce Administrator certification within 12 months.

Requirements

• 2+ years of IT support experience; Salesforce experience highly preferred
• Willingness to obtain Salesforce Administrator certification within 12 months (support provided)
• Strong technical aptitude and proven troubleshooting skills
• Highly organized, dependable, and able to work independently with minimal supervision
• Excellent communication and problem-solving abilities

Responsibilities

• Create and manage users, roles, profiles, and permission sets to ensure proper access controls
• Build and maintain reports, dashboards, and workflows to support business needs
• Troubleshoot data quality issues and lead ongoing data cleanup initiatives
• Translate business requirements into effective technical solutions within Salesforce
• Provide user training and maintain clear documentation for internal stakeholders
• Serve as first point of contact for basic technical support requests, including hardware, software, and login issues
• Manage user account access across tools such as Google Workspace and phone systems
• Coordinate with external vendors for escalated technical issues beyond internal scope
• Assist with equipment setup and onboarding for new hires
• Monitor security protocols and ensure compliance with IT policies

Preferred Qualifications

• Familiarity with SaaS tools like Google Workspace and Slack is a plus
• Efficient and error-free management of Salesforce users, roles, and workflows enabling smooth operations
• Timely resolution of IT support requests minimizing downtime and maintaining productivity
• Clear, accessible documentation and training materials empowering team members to use Salesforce effectively
• Proactive identification and resolution of data quality and technical issues before they impact users
• Strong collaboration with external vendors ensuring seamless escalation and resolution of complex tech issues