Salesforce Project Analyst

Remote; San Francisco (CA); Remoto; USD 75.000 - 85.000; Tempo pieno

Descrizione del lavoro

Remote is seeking a Salesforce Project Analyst to support administration, maintenance, and day-to-day use of Salesforce in a fully remote environment across the United States.

You will provide technical assistance, troubleshoot issues, manage user access, onboarding/offboarding, and contribute to system improvements, testing, and documentation while enabling efficient CRM operations and data integrity.

Competenze

• Associate degree or higher from an accredited institution.
• Salesforce Platform Administrator I certification.
• 2-5 years of experience supporting Salesforce or other CRM systems.
• Ability to work remotely with limited supervision and manage responsibilities independently.
• Strong communication and training/documentation skills.
• Proficiency with Microsoft Office applications and other standard computer programs.
• Excellent analytical thinking, problem-solving, and organizational skills.
• Effective time management and multitasking with deadlines.
• Clear written and verbal communication skills.
• Ability to collaborate across teams and stakeholders at different levels.
• Proactive, self-motivated approach to managing responsibilities.

Mansioni

• Provide in-person and remote support to end users working with Salesforce and related business systems.
• Manage user onboarding and offboarding activities, including support during company acquisitions.
• Perform Salesforce administration tasks, including maintaining backend configurations and updating Flow automations.
• Prepare and upload CSV files for data imports in response to user requests and acquisition-related needs.
• Coordinate with developers to communicate, test, and roll out system updates.
• Deliver remote Salesforce training and help users understand relevant software tools and processes.
• Create, update, and maintain written guides and recorded training materials in the internal knowledge database.
• Participate in system upgrades, integrations, testing activities, and the implementation of new functionality.
• Diagnose and resolve Salesforce issues through the company-wide help desk ticketing system.
• Follow workplace safety policies and required safety training procedures.
• Contribute to continuous improvement initiatives and collaborate with team members to enhance operational processes.
• Stay current with industry developments through professional training, publications, and workshops.
• Perform additional duties as assigned.

Conoscenze

CRM systems

Remote work

Training & documentation

Time management

Formazione

Associate degree or higher

Salesforce Platform Administrator I certification

Strumenti

Salesforce

Microsoft Excel

Descrizione del lavoro

This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Salesforce Project Analyst based in the United States.

The Salesforce Project Analyst will support the administration, maintenance, and day-to-day use of Salesforce and related business systems in a fully remote environment. This role is central to ensuring a smooth user experience, reliable data management, and effective CRM operations across the organization. You will provide technical assistance, troubleshoot issues, manage user access, and support onboarding and offboarding activities. You will also contribute to system improvements, automation updates, data imports, and new functionality testing. Through user training and clear documentation, you will help colleagues make the most of Salesforce and related tools. This is an opportunity to apply your analytical and customer service skills while supporting continuous improvement and operational efficiency.

Accountabilities

• Provide in-person and remote support to end users working with Salesforce and related business systems.

• Manage user onboarding and offboarding activities, including support during company acquisitions.

• Perform Salesforce administration tasks, including maintaining backend configurations and updating Flow automations.

• Prepare and upload CSV files for data imports in response to user requests and acquisition-related needs.

• Coordinate with developers to communicate, test, and roll out system updates.

• Deliver remote Salesforce training and help users understand relevant software tools and processes.

• Create, update, and maintain written guides and recorded training materials in the internal knowledge database.

• Participate in system upgrades, integrations, testing activities, and the implementation of new functionality.

• Diagnose and resolve Salesforce issues through the company-wide help desk ticketing system.

• Follow workplace safety policies, applicable OSHA regulations, and required safety training procedures.

• Contribute to continuous improvement initiatives and collaborate with team members to enhance operational processes.

• Stay current with industry developments through professional training, publications, and workshops.

• Perform additional duties as assigned.

Requirements:

• Associate degree or higher from an accredited institution.

• Salesforce Platform Administrator I certification.

• 2-5 years of experience supporting Salesforce or other customer relationship management (CRM) systems.

• Demonstrated ability to work remotely with limited supervision and manage responsibilities independently.

• Ability to collaborate effectively with colleagues while also working autonomously.

• Strong customer service skills and the ability to troubleshoot software issues and resolve user concerns.

• Ability to learn new software tools and explain their use to others through training and documentation.

• Proficiency with Microsoft Office applications and other standard computer programs.

• Strong analytical thinking, problem-solving, and organizational skills.

• Effective time management, prioritization, and multitasking abilities, with a consistent focus on meeting deadlines.

• Clear written and verbal communication skills.

• Ability to work effectively with cross-functional teams and stakeholders at different organizational levels.

• A proactive, self-motivated approach to managing multiple responsibilities.

Preferred qualifications:

• Experience with Salesforce Marketing Cloud and Pardot.

• Background in software development or writing custom code for software-as-a-service (SaaS) platforms.

• Experience with advanced Microsoft Excel features, including VLOOKUP and pivot tables.

Benefits:

• Salary: $75,000-$85,000 USD, depending on experience, skills, and geographic location.

• Work arrangement: Remote position based in the United States.

• Professional development: Opportunities to maintain and expand technical knowledge through formal training, professional publications, and industry workshops.

• Meaningful work: An opportunity to contribute to efficient business operations and continuous improvement within an organization focused on environmental solutions and responsible progress.

• Inclusive workplace: Equal opportunity employer committed to welcoming candidates from diverse backgrounds and providing reasonable accommodations during the hiring process.