Salesforce Admin

Turtle Trax S.A.; Región Centro; Presencial; MXN 240.000 - 420.000; Jornada completa

Descripción de la vacante

Turtle Trax S.A. is seeking a Salesforce Analyst to partner with business users to identify bottlenecks and drive process improvements. The role emphasizes declarative configuration, validation rules, flows, and security, with involvement in Agile ceremonies and QA testing.

You will create business requirements, user stories, and test scripts, while ensuring data privacy and effective collaboration across teams to maximize ROI. Strong documentation and training material skills are essential.

Formación

• Experience creating business requirement documents and user stories.
• Ability to participate in requirement gathering sessions and QA testing.
• Experience delivering solutions using declarative Salesforce configuration (validation rules, flows, sharing rules, Lightning components).
• Knowledge of data privacy procedures and Salesforce data security best practices.
• Familiarity with Agile ceremonies such as refinement and prioritization.

Responsabilidades

• Build relationships with business users and stakeholders on the Salesforce platform.
• Analyze current processes and champion solutions that improve accuracy and efficiency.
• Prepare and maintain detailed records, documentation, and reports for summaries and ad hoc analyses.
• Create functional business requirement documents and user stories.
• Assess training needs and maintain training materials and user docs, including user training.
• Understand dependencies across processes and IT systems.
• Experience with data transfer and cleansing using SFDC tools (Data Loader, Workbench).
• Utilize declarative Salesforce skills to build flows, validation rules, sharing rules, and page layouts.

Conocimientos

Stakeholder engagement

Business process analysis

Documentation

User stories

QA testing

Salesforce declarative configuration

Data security/privacy

Agile ceremonies

UI configuration

Data transfer & cleansing

Educación

Bachelor's Degree in Business Administration

Salesforce Administrator certification

Herramientas

Apex Data Loader

Workbench

SFDC Import Wizard

Provenir

CPW

AutoSuite

AutoIMS

DealerSource

Descripción del empleo

About the role:

The Salesforce Analyst will serve as a partner to identify bottlenecks, inefficiencies, and areas for improvement. The Analyst will be vital in recommending process enhancements and automation opportunities to optimize productivity and maximize ROI. This person must demonstrate a strong ability to create business requirement documents/user stories, participate in business requirement gathering sessions, create QA test scripts and facilitate QA testing. This person must be skilled in delivering solutions using declarative configuration to create validation rules, flows, sharing rules, Lightning components, as well as understand Salesforce technical requirements, functionality. This team member will be responsible for ensuring the security of customer and business data by utilizing Salesforce tools and following data privacy procedures/ policies. This team member will also participate in Agile related ceremonies such as refinement and prioritization meetings, and other duties as needed.

Responsibilities

About the role:

The Salesforce Analyst will serve as a partner to identify bottlenecks, inefficiencies, and areas for improvement. The Analyst will be vital in recommending process enhancements and automation opportunities to optimize productivity and maximize ROI. This person must demonstrate a strong ability to create business requirement documents/user stories, participate in business requirement gathering sessions, create QA test scripts and facilitate QA testing. This person must be skilled in delivering solutions using declarative configuration to create validation rules, flows, sharing rules, Lightning components, as well as understand Salesforce technical requirements, functionality. This team member will be responsible for ensuring the security of customer and business data by utilizing Salesforce tools and following data privacy procedures/ policies. This team member will also participate in Agile related ceremonies such as refinement and prioritization meetings, and other duties as needed.

In this role you will:

• Build and foster relationships with business users, stakeholders and partners by displaying industry knowledge and expertise in the Salesforce.com platform
• Analyze current business processes and champion the ability to provide business process solutions that increase accuracy and efficiency
• Prepare and maintain various detailed records, documentation, and reports to provide information for summaries, presentations, and ad hoc reports
• Create functional business requirement documents and user stories
• Assess training needs, create and maintain training materials and user documentation, as well as provide user training
• Knowledge of dependencies in requirements that may have an effect on other business processes or IT systems
• Experience in user interface configuration, data transfer and cleansing via APEX Data Loader, Workbench and/or SFDC Import Wizard
• Use declarative Salesforce skills to build and maintain flows, validation and sharing rules, page layouts and others as needed
  
  

Qualifications

What makes you an ideal candidate?

• Working knowledge of underwriting and contract funding processes, policies, and guidelines
• Knowledge of account management systems, primarily Provenir, CPW, AutoSuite, AutoIMS, and DealerSource
• Intermediate SFDC knowledge and hands on creation experience with objects, fields, flows, Lightning, SFDC Clouds/Communities
• Must have a good understanding of Dealer Service's operations and auto finance industry loan operations
• Understanding of Vision/Roadmap creation, Team Backlog creation, refinement and prioritization
• Working knowledge of the Agile/SAFe Lean enterprise concepts and best practices and how they are applied in the workplace.
• Good interpersonal, communication (verbal and written), cross-collaboration skills, including the ability to interact with team members at all levels.
  
  

Experience & Education

• 0-2 years of experience working in the SFDC CRM platform required
• Salesforce.com Administrator certification obtained within 1 year of hire required
• Bachelor's Degree in Business Administration or a related field, or equivalent work experience preferred