Help ensure effective use of the organization’s implementation of Salesforce and related applications
Drive adoption and return on the organization’s investment in CRM
Reinforce user best practices to ensure effective/reliable reporting by working with targeted user groups on business processes supported in our systems and coordinating new feature roll-outs
Act as a liaison for specific business groups across the organization, specifically the Sales and Customer Success teams
Work closely with the Salesforce System Administrator(s) and other members of the Enterprise Systems Team to support the growing and evolving needs of the organization
Proactively work with the Sales and CS teams to develop and implement new Salesforce functionality, strategies and programs
Partner with others on the Enterprise Systems team to translate user feedback into feature/functionality improvements
Document business processes supported by the Salesforce ecosystem and recommend improvements
Design and deliver training materials, documentation, and enablement programs
Identify adoption barriers and proactively address resistance to change
Champion best practices and standard workflows across user groups
Support solution deployments, feature rollouts, and change communications
Serve as the voice of the user, advocating for usability and value realization
Coordinate applicable training library
Respond to special requests for Views, Reports and Dashboards
Requirements
Bachelor’s degree, preferably in information systems
Minimum of 3 years of experience with Salesforce or another CRM platform
Experience with Training tools and documentation a must
Experience with process documentation tools (Visio, Lucid Chart, etc.)
Report/Dashboard configuration experience
Demonstrated ability to handle a variety of assignments in parallel
Ability to work independently with limited supervision; take proactive role in executing assignments
Strong attention to detail and organizational skills