Compliance & Salesforce Data Specialist

Harmar; Sarasota (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

Harmar Mobility is seeking a data-oriented installer account specialist to assist the Director of LiftSquad with data creation and maintenance in Salesforce. You will focus on COI tracking, installer application processing, and ensuring accurate, compliant records across the organization.

The role requires strong communication, organizational skills, and the ability to work with diverse teams. A valid driver’s license and familiarity with Salesforce or similar field service tools are highly

Qualifications

• Associate degree or 4 years related experience or equivalent.
• 1–2 years in a customer-facing role; data analytics experience preferred.
• Experience with Salesforce or similar field service apps preferred.
• Must possess a valid driver’s license.

Responsibilities

• Assist with ongoing management of installer account data which is vital for business operations.
• Support account data management processes related to the submission of new installer applications and maintenance of existing accounts.
• Manage the procedures for tracking certificate of insurance (COI) expirations and ensuring compliance.
• Assist with evaluating the need for new installers and obtaining necessary approvals.
• Support regular audits and related communication with installers.
• Support Salesforce Field Service, including user setup, mobile app help, work orders, and basic reporting.

Skills

Communication

Organizational skills

Public speaking

Team collaboration

Education

Associate degree or 4 years related experience

Tools

Salesforce

Google Workspace

Microsoft Office

Job description

Harmar Mobility is seeking a data-oriented installer account specialist to assist the Director of LiftSquad with data creation and maintenance in Salesforce. You will focus on COI tracking, installer application processing, and ensuring accurate, compliant records across the organization.

The role requires strong communication, organizational skills, and the ability to work with diverse teams. A valid driver’s license and familiarity with Salesforce or similar field service tools are highly