Salesforce Analyst – Mid-level/Senior

Jobtailor; Campinas; Presencial; BRL 90 000 - 140 000; Tempo integral

Resumo da oferta

Jobtailor is seeking a Salesforce Administrator to manage and optimize the CRM environment in a fast‑growing team. The role focuses on configuring objects, flows and dashboards while aligning with Commercial, Customer Success and Marketing needs.

You will drive data quality, support integrations, and train users, promoting best practices and continuous platform improvements across Revenue Operations and Technology teams.

Qualificações

• Bachelor’s degree in IT, IS, CE, CS, business admin or related fields.
• Experience administering and supporting the Salesforce platform.
• Knowledge of configuring objects, fields, page layouts, profiles, permission sets and validation rules.
• Experience building Flows (Salesforce Flow), automations and processes.
• Knowledge of creating dashboards, reports and management metrics.
• Experience eliciting requirements from business areas.
• Experience providing functional user support and driving continuous platform improvements.
• Knowledge of CRM and commercial processes.
• Salesforce Administrator certification (preferred).
• Experience with Sales Cloud, Service Cloud or Experience Cloud (preferred).
• Knowledge of Revenue Operations (RevOps) (preferred).
• Experience in technology, SaaS or DataTech companies (preferred).
• Knowledge of BI tools, automation and artificial intelligence applied to commercial processes (preferred).

Responsabilidades

• Administer and configure the Salesforce platform, ensuring stability, organization and adherence to company processes.
• Develop continuous improvements to flows, page layouts, objects, automations and business rules within the CRM.
• Gather requirements from the Commercial, Customer Success, Marketing and Operations teams, translating needs into platform solutions.
• Create and maintain dashboards, reports and management metrics to support decision‑making.
• Support integration projects between Salesforce and other systems used by the company.
• Ensure the quality, integrity and standardization of data stored in the CRM.
• Provide training and user support, promoting best practices for platform use.
• Identify opportunities to automate processes to increase productivity and operational efficiency.
• Monitor Salesforce platform updates, evaluating new features that may generate business value.
• Work collaboratively with Technology, Revenue Operations and Commercial teams on the continuous evolution of the Salesforce ecosystem.

Conhecimentos

Salesforce Configuration

Object and Field Management

Automation Processes

Data Quality Assurance

Business Process Improvement

Formação académica

Bachelor’s degree in Information Technology, Information Systems, Computer Engineering, Computer Science, Business Administration or related fields

Ferramentas

Salesforce CRM

Salesforce Flow

Descrição da oferta de emprego

Responsibilities

• Administer and configure the Salesforce platform, ensuring stability, organization and adherence to company processes.
• Develop continuous improvements to flows, page layouts, objects, automations and business rules within the CRM.
• Gather requirements from the Commercial, Customer Success, Marketing and Operations teams, translating needs into platform solutions.
• Create and maintain dashboards, reports and management metrics to support decision‑making.
• Support integration projects between Salesforce and other systems used by the company.
• Ensure the quality, integrity and standardization of data stored in the CRM.
• Provide training and user support, promoting best practices for platform use.
• Identify opportunities to automate processes to increase productivity and operational efficiency.
• Monitor Salesforce platform updates, evaluating new features that may generate business value.
• Work collaboratively with Technology, Revenue Operations and Commercial teams on the continuous evolution of the Salesforce ecosystem.

Requirements

• Bachelor’s degree in Information Technology, Information Systems, Computer Engineering, Computer Science, Business Administration or related fields.
• Experience administering and supporting the Salesforce platform.
• Knowledge of configuring objects, fields, page layouts, profiles, permission sets and validation rules.
• Experience building Flows (Salesforce Flow), automations and processes.
• Knowledge of creating dashboards, reports and management metrics.
• Experience eliciting requirements from business areas.
• Experience providing functional user support and driving continuous platform improvements.
• Knowledge of CRM and commercial processes.
• Salesforce Administrator certification (preferred).
• Experience with Sales Cloud, Service Cloud or Experience Cloud (preferred).
• Knowledge of Revenue Operations (RevOps) (preferred).
• Experience in technology, SaaS or DataTech companies (preferred).
• Knowledge of BI tools, automation and artificial intelligence applied to commercial processes (preferred).

Hard Skills

• Salesforce Configuration
• Object and Field Management
• Automation Processes
• Data Quality Assurance
• Business Process Improvement

Soft Skills

• Collaboration
• Communication
• Problem‑Solving

Certifications & Qualifications

• Salesforce Administrator Certification