Salesforce Specialist

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

Salesforce Specialist

https://jobs.micro1.ai/post/95262281-9341-44dc-a5b1-4361ed9daaab?referralCode=1761f2a1-0970-4c4f-a273-a1b557d5ad9f&utm_source=referral&utm_medium=share&utm_campaign=job_referral

Role Type: Contractor

Location: Remote

Scope of Work

• Complete and review realistic workflows within Salesforce.
• Work with leads, contacts, accounts, opportunities, and other CRM records.
• Create and manage Salesforce reports and dashboards.
• Use Salesforce Flow and automation features to support common business processes.
• Manage and organize CRM data accurately.
• Explore Salesforce features and identify common real-world use cases.
• Clearly document the steps needed to complete different Salesforce workflows.
• Review workflows and provide feedback based on your Salesforce experience.

Preferred Qualifications

• Strong hands-on experience using Salesforce CRM.
• Experience managing leads, contacts, accounts, and opportunities.
• Familiarity with Salesforce Flow, automation, reports, and dashboards.
• Experience using Salesforce for sales, CRM, or business operations workflows.
• Good understanding of CRM data management.
• Ability to explain Salesforce workflows clearly and accurately.
• Strong attention to detail and problem-solving skills.
• Salesforce certifications are a plus, but not required.