• Solve complex problems and develops innovative solutions related to the CRM platforms utilized by the business segments supported
• Create/change screen layouts, metadata, fields, profiles, and business rules (validations and workflow) to support business requirements
• Work with multiple business stakeholders to develop solutions against organizational roadmap
• Demonstrate ability to influence business teams on maximizing the applications being developed leveraging the best solutions
• Document system configurations and change management
• Provision new users, manage workflows, manage system configuration, and general end user assistance.
• Assist, develop and maintain training materials, training new users, and ensuring data quality
• Help oversee CPQ and build out process
• Work cross functionally with stakeholders to help gather new project requirements and provide eta on project completion
• Implementation and maintenance of Salesforce customizations including configuration, custom fields and objects, layouts, workflows, process builder and validation rules
• Create and maintain documentation on processes, policies, protocols, application configuration and help-related materials for users as applications are developed
• Reduce redundancy, enhance data integrity and improve system functionality
• Provide support to end users of SFDC and related systems for escalated issues
• Create a systems governance model including managing Salesforce security, roles, profiles, sharing rules, and permission sets.
Maintain/update installation for 3rd party app integrations such as:
• Gong, Outreach, Zoom, Slack, Linkedin Sales Navigator, Gainsight, Marketo, Leandata, DOMO, Netsuite & Zuora
• Identify tool POC’s/Ownership internal and external
