Remote Salesforce Specialist: CRM Automation & Dashboards

Executive Staff Recruiters / ESR Healthcare; New York (NY); Remote; USD 83,000 - 124,000; Full time

Job summary

Executive Staff Recruiters / ESR Healthcare is seeking a Salesforce Specialist for a remote contractor role. You will review and optimize Salesforce workflows, manage leads, accounts, opportunities, and other CRM records, and build reports and dashboards to support business operations.

Ideal candidates will have hands-on Salesforce CRM experience, familiarity with Salesforce Flow and automation, and strong data management skills.

Qualifications

• Strong hands-on experience using Salesforce CRM.

Responsibilities

• Review realistic Salesforce workflows and optimize processes.
• Work with leads, contacts, accounts, opportunities and other CRM records.
• Create and manage Salesforce reports and dashboards.
• Utilize Salesforce Flow and automation to support business processes.
• Maintain accurate CRM data and ensure data hygiene.
• Identify real-world use cases and recommend improvements.
• Document steps for Salesforce workflows clearly.
• Review workflows and provide feedback based on experience.

Skills

Salesforce CRM

Lead/Account/Opportunity management

Requirements gathering

Clear documentation

Tools

Salesforce Flow

Reports & Dashboards

Job description

Executive Staff Recruiters / ESR Healthcare is seeking a Salesforce Specialist for a remote contractor role. You will review and optimize Salesforce workflows, manage leads, accounts, opportunities, and other CRM records, and build reports and dashboards to support business operations.

Ideal candidates will have hands-on Salesforce CRM experience, familiarity with Salesforce Flow and automation, and strong data management skills.