OVERVIEW
The Sales Systems Analyst (Salesforce Administrator) will be responsible for the day-to-day administration, configuration, development and ongoing optimization of the company's Salesforce.com environment, ensuring it is a reliable, scalable and accurate system of record for the global sales organization. This role will also support integrations with related sales technologies and will build and maintain the reports and dashboards used for weekly, monthly and quarterly sales reporting. Working closely with Global Sales Operations, Finance, IT and business stakeholders, this role will play a critical part in turning business requirements into practical Salesforce solutions that improve sales productivity, data integrity and forecasting predictability.
KEY TASKS & RESPONSIBILITIES
Salesforce Administration & Support:
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- Perform daily administration of Salesforce.com, including user setup and deactivation, roles, profiles, permission sets, sharing rules and license management
- Serve as the primary point of contact for Salesforce support requests, triaging, prioritizing and resolving issues in a timely manner
- Manage sandboxes, seasonal Salesforce releases and change control, testing new functionality and communicating impacts to users
- Maintain system documentation, including data dictionaries, configuration details and process flows
Technical Configuration & Development:
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- Design, build and maintain solutions, including custom objects and fields, page layouts, validation rules, lightning pages and flows
- Gather and translate business requirements into technical specifications and deliver solutions through a documented build, test and deployment process
- Review and prioritize enhancement requests with Global Sales Operations and other stakeholders
Integrations & Data Management:
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- Support and enhance integrations between Salesforce and other sales technologies and, as needed, assist with administration of those tools, working with IT and vendors
- Build and maintain integrations using native connectors
- Ensure data integrity and accuracy within the CRM through data quality rules, duplicate management, routine audits and clean-up
- Manage data imports, exports, migrations and mass updates
Reporting & Analytics:
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- Create, update and maintain reports and dashboards that support weekly, monthly and quarterly sales reporting, pipeline visibility and forecasting.
- Respond to ad hoc reporting and data requests from sales leadership and cross-functional teams
- Monitor system usage and adoption metrics and recommend improvements to maximize the return on sales technology investments
Process Improvement & User Enablement:
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- Partner with Global Sales Operations to identify opportunities to streamline sales processes and automate manual work within Salesforce
- Develop user guides and release notes, and deliver training to help the sales team make effective use of Salesforce
- Collaborate with marketing, proposals and solution consulting teams to align Salesforce processes and data across the go-to-market lifecycle
Other duties as assigned, including additional sales systems projects and responsibilities as the function evolves
Education & Experience
- Bachelor's degree in Information Systems, Computer Science, Business Administration, or a related field and/or equivalent work experience preferred
- 5+ years of hands-on experience administering and configuring Salesforce.com preferred.
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