Salesforce Project Specialist I

Summary

Join Centric Software as a Salesforce Project Specialist I and contribute to the ongoing governance, administration, and optimization of our Salesforce platform. This hybrid role blends platform administration and project coordination, requiring collaboration with various teams. You will perform day-to-day Salesforce administration, manage custom objects and automation tools, uphold governance standards, and provide user support and training. Project management responsibilities include coordinating Salesforce projects, working with the Salesforce Platform Manager, and liaising with stakeholders. You will also create and maintain dashboards and reports, providing actionable insights. The role also involves troubleshooting and resolving Salesforce-related issues. This position offers a competitive salary and benefits package.

Responsibilities

• Perform day-to-day administration of Salesforce, including user account management, configuration, maintenance, and troubleshooting
• Assist with managing and optimizing custom objects, fields, validation rules, page layouts, flows, and other automation tools
• Uphold governance standards by contributing to the development of scalable system processes and enforcing data entry guidelines
• Conduct regular audits to maintain data accuracy, integrity, and compliance (e.g., GDPR)
• Provide support and training to new and existing users, including the creation of user guides and process documentation
• Maintain high standards of platform security, documentation, and user access management
• Coordinate Salesforce-related projects across departments, from requirement gathering to deployment and user adoption
• Work with the Salesforce Platform Manager to manage the product roadmap, implement process improvements, and support change management efforts
• Liaise with business stakeholders to document project requirements, workflows, and timelines
• Track and manage project tasks, document meeting notes, and follow up on action items
• Test and validate new features, integrations, and enhancements before go-live
• Create and maintain dashboards and reports that provide actionable insights to Sales, Marketing, and Operations teams
• Partner with Sales Operations to develop and maintain key performance indicators (KPIs) that align with team goals and business metrics
• Serve as a subject matter expert for troubleshooting and resolving Salesforce-related issues and support tickets
• Ensure efficient day-to-day operations by addressing user concerns and identifying opportunities for continuous improvement

Benefits

The US base salary range for this full-time position is $50,000 - $60,000 + bonus and benefits