Salesforce Specialist

Zohorecruit; United States; Remote; USD 65,000 - 85,000; Full time

Benefits offered by this job

PTO

HMO

Job summary

Zohorecruit is seeking an Administrative Support & Salesforce Specialist who is highly organized with a strong technical background. You will manage Salesforce CRM data, customize fields, workflows, dashboards, and reports, and provide training to users on best practices.

This role emphasizes process improvement and automation to support business operations. The ideal candidate has 2+ years in Salesforce administration or related roles, proficiency in Excel or Google Sheets, experience with

Qualifications

• 2+ years of experience in Salesforce administration, data analysis, or related roles.
• Proficiency in Salesforce reporting, dashboards, and automation tools.
• Experience with Excel, Google Sheets, and other similar tools.
• Strong technical and problem-solving skills.
• Excellent organizational, communication, and documentation skills.
• Ability to work independently and manage multiple tasks efficiently.

Responsibilities

• Manage and maintain Salesforce CRM, ensuring data accuracy and system integrity.
• Customize fields, workflows, automation, dashboards, and reports in Salesforce to support business needs.
• Provide technical support and training to users on Salesforce best practices.
• Troubleshoot Salesforce issues, liaise with stakeholders, and implement solutions.
• Work with third-party tools and integrations (e.g., Zapier, API connections).
• Develop and maintain custom reports and dashboards in Salesforce and other reporting tools.
• Ensure data hygiene by monitoring and cleaning records regularly.
• Assist in automating reporting processes for efficiency.
• Handle general administrative tasks such as ticket resolution.
• Assist teams with data entry, organization, and workflow optimization.
• Support leadership with presentations, reports, and process documentation.

Skills

Salesforce Administration

Data Analysis

Reporting & Dashboards

Automation Tools

Excel & Google Sheets

Communication & Organization

Independent Work

Zapier & Slack

Education

Salesforce Certification (Admin/Advanced Admin)

Tools

Salesforce

Zapier

Slack

Job description

We are looking for a highly organized and detail-oriented Administrative Support & Salesforce Specialist with a strong technical and reporting background. This role involves managing administrative tasks, optimizing Salesforce processes, and generating insightful reports to support business operations. The ideal candidate should have experience in Salesforce administration, data analytics, and reporting tools, with a keen eye for process improvement and automation.

Responsibilities

Salesforce Administration & Technical Support

• Manage and maintain Salesforce CRM, ensuring data accuracy and system integrity.
• Customize fields, workflows, automation, dashboards, and reports in Salesforce to support business needs.
• Provide technical support and training to users on Salesforce best practices.
• Troubleshoot Salesforce issues, liaise with stakeholders, and implement solutions.
• Work with third-party tools and integrations (e.g., Zapier, API connections).

Reporting & Data Analysis

• Develop and maintain custom reports and dashboards in Salesforce and other reporting tools.
• Ensure data hygiene by monitoring and cleaning records regularly.
• Assist in automating reporting processes for efficiency.

Administrative Support

• Handle general administrative tasks such as ticket resolution
• Assist teams with data entry, organization, and workflow optimization.
• Support leadership with presentations, reports, and process documentation.

Requirements

Required Skills & Qualifications

• 2+ years of experience in Salesforce administration, data analysis, or related roles.
• Proficiency in Salesforce reporting, dashboards, and automation tools
• Experience with Excel, Google Sheets, and other similar tools
• Strong technical and problem-solving skills
• Excellent organizational, communication, and documentation skills.
• Ability to work independently and manage multiple tasks efficiently.
• Experience with third-party tools like Zapier, Slack, or other SaaS platforms is a plus.
• Salesforce certification (Admin, Advanced Admin, or relevant specialization) is a plus.
• PTO
• HMO
• And More!

Join our team and play a key role in shaping the future of our organization by attracting top talent and fostering a culture of excellence.