Job Responsibilities:

✦   Perform data updates, data pulls, and data uploads to support reporting, leadership insights, and campaign execution.

✦   Execute Salesforce campaigns including audience segmentation, campaign logic, testing, and performance tracking.

✦   Support end-to-end execution of BAU Salesforce processes following defined standards and procedures.

✦   Conduct regular data hygiene reviews and resolve issues such as duplicates, incomplete records, and stale data.

✦   Support the AVP in reviewing and prioritizing Salesforce requests to improve operational efficiency and transparency.

✦   Own assigned tasks from start to finish with a focus on clarity, accuracy, and timely delivery.

✦   Identify process gaps or improvement opportunities and recommend solutions.

✦   Support the AVP in gathering requirements, validating business needs, and coordinating testing activities.

✦   Maintain alignment across cross-functional partners.

✦   Serve as a point of contact for Salesforce platform-related questions and issue resolution.

✦   Coordinate with the Salesforce vendor lead on escalations and enhancements.

✦   Troubleshoot user-reported Salesforce issues and analyze trends.

✦   Track and report on performance metrics related to campaigns, data hygiene, user activity, and support requests.

✦   Implement UX and design best practices for platform usability.

✦   Develop and deliver recurring reporting and insights.

✦   Provide day-to-day platform support and basic troubleshooting.

✦   Develop training materials and support user adoption.

✦   Support execution of platform-related communications.

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Job Requirements:

✦   Bachelor’s degree in business, information systems, or equivalent work experience.

✦   1–3 years of experience in Salesforce support, CRM operations, business operations, or a related role.

✦   Hands-on experience with Salesforce including data updates, reporting, troubleshooting, or campaign execution.

✦   Strong analytical, writing, documentation, and communication skills.

✦   Computer proficiency with CRM tools and productivity software.

✦   Ability to manage multiple tasks and requests simultaneously.

✦   Demonstrated ability to collaborate effectively with cross-functional teams and stakeholders.

✦   Highly organized with strong execution and follow-through.

✦   Excellent attention to detail and quality control mindset.

✦   Clear and professional communication skills.

✦   Comfortable working in a fast-paced environment.

✦   Experience with Salesforce administration or support; certifications are a plus.

✦   Familiarity with engagement tools such as campaign management and reporting.

✦   Experience with workflow tools such as Smartsheet or Jira.

✦   Understanding of data hygiene best practices.

✦   Financial services experience is a plus.

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Job Application:

✦   Job Application Type: Link

​      Job Application Link: https://www.linkedin.com/jobs/search/?currentJobId=4391305116&f_TPR=r86400&geoId=103644278&keywords=salesforce&sortBy=R&start=900

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Additional Details:

✦   Benefits include 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.