Compliance & Salesforce Data Specialist

Paylocity; Sarasota (FL); On-site; USD 50,000 - 65,000; Full time

Job summary

Harmar Mobility in Sarasota, FL is seeking a Data & Salesforce Support role to help the Director of LiftSquad maintain installer accounts and ensure COI compliance. You will support data management, audits, and Salesforce Field Service activities, including user setup and basic reporting, to keep operations efficient and accurate.

The ideal candidate has an associate degree or equivalent experience, strong communication, and comfort with data analytics.

Qualifications

• Associate’s degree in education, communications or technical field; or 4 years related experience and/or training; or equivalent combination of education and experience.
• 1-2 years’ experience in a customer-facing field, data analytics experience preferred.
• Experience with Salesforce or similar field service applications is preferred.
• Strong oral and written communication skills.
• Detail oriented and thorough in completing work tasks.
• Must possess a valid driver’s license.

Responsibilities

• Assist with ongoing management of installer account data vital for business operations.
• Support account data management processes related to submission of new installer applications and maintenance of existing accounts.
• Manage procedures for tracking COI expirations and ensuring compliance.
• Assist with evaluating 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 skills

Data analytics

Salesforce experience

Organizational skills

Public speaking

Attention to detail

Education

Associate’s degree or equivalent experience

Tools

Salesforce

Google Workspace

Microsoft Office

Job description

Harmar Mobility in Sarasota, FL is seeking a Data & Salesforce Support role to help the Director of LiftSquad maintain installer accounts and ensure COI compliance. You will support data management, audits, and Salesforce Field Service activities, including user setup and basic reporting, to keep operations efficient and accurate.

The ideal candidate has an associate degree or equivalent experience, strong communication, and comfort with data analytics.