Salesforce Specialist

Salesforce Specialist

We are seeking a skilled Salesforce User / Specialist to support our customer’s team in maximizing their CRM effectiveness. In this expert-level, remote role, you will leverage your hands-on Salesforce experience to drive workflow efficiency, data accuracy, and insightful reporting. Your contributions will play a vital part in developing and maintaining high-quality CRM data and processes for AI training initiatives.

Key Responsibilities:

• Utilize Salesforce daily to manage and update leads, opportunities, and customer records with precision.
• Ensure CRM data integrity through accurate data entry, validation, and regular audits.
• Navigate Salesforce workflows and optimize day-to-day processes for team effectiveness.
• Create and analyze reports and dashboards to support business insights and decision-making.
• Collaborate with the customer’s team to share CRM best practices, resolve data issues, and support ongoing process improvements.
• Assist in the organization and management of customer information, ensuring that all data remains current and actionable.
• Contribute to AI training initiatives by providing feedback on CRM data usage and daily Salesforce operations.

Required Skills and Qualifications:

• Minimum 2 years of hands-on experience as a Salesforce user, with deep familiarity in CRM management and navigation.
• Expertise in lead and opportunity tracking within Salesforce.
• Proficient in generating, customizing, and interpreting Salesforce reports and dashboards.
• Strong attention to detail with a commitment to maintaining data quality and accuracy.
• Excellent written and verbal communication skills, with the ability to document processes and share knowledge clearly.
• Effective team collaborator, eager to support colleagues and contribute to group success.
• Solid problem-solving skills and a proactive approach to identifying and resolving CRM issues.

Preferred Qualifications:

• Experience supporting AI training projects or data annotation within Salesforce environments.
• Background in customer data management or CRM operations for technology-driven teams.

Key skills/competency:

• Salesforce User
• CRM Management
• Data Integrity
• Reporting and Dashboards
• Workflow Optimization
• Lead Tracking
• Opportunity Tracking
• Data Audits
• Process Improvement
• AI Training Support