Salesforce Support Analyst

Role Overview

• Work closely with the AVP to support the day-to-day management, optimization, and continuous improvement of the Client Success Enablement Salesforce platform including the following key areas:
• Perform data updates, data pulls, and data uploads to support reporting, leadership insights, and campaign execution.
• Execute Salesforce campaigns including audience segmentation, campaign logic, testing, and performance tracking; Campaign operations support
• Support end-to-end execution of BAU Salesforce processes following defined standards and procedures.
• Conduct regular data hygiene reviews and resolve issues such as duplicates, incomplete records, and stale data.
• Support the AVP in reviewing and prioritizing Salesforce requests to improve operational efficiency and transparency.
• Own assigned tasks from start to finish with a focus on clarity, accuracy, and timely delivery.
• Identify process gaps or improvement opportunities and recommend solutions to improve effectiveness.
• Support the AVP in gathering requirements, validating business needs, and coordinating testing activities to ensure high quality delivery.
• Maintain alignment across cross functional partners to ensure clarity of expectations, timelines, and business outcomes.
• Serve (with the AVP) as a primary point of contact for Client Success Salesforce platform related questions, feedback, and issue resolution.
• Troubleshoot user-reported Salesforce issues and analyze trends to identify root causes or improvement areas.
• Track and report on performance metrics related to campaigns, data hygiene, user activity, and support requests.
• Provide day-to-day platform support and basic troubleshooting for Client Success Salesforce users.

Requirements

• Bachelor’s degree in business, information systems, or equivalent work experience.
• 1–3 years of experience in Salesforce support, CRM operations, business operations, or a related role
• Hands‑on experience with Salesforce (Sales, Service, or custom applications) including data updates, reporting, troubleshooting, or campaign execution.
• Analytical, writing, documentation, and communication skills.
• Computer proficiency with CRM tools, productivity software, and collaboration platforms (e.g., Excel, Smartsheet, PowerPoint, SharePoint/Box, Slack/Teams).
• Ability to manage multiple tasks and requests simultaneously in a structured, organized manner.
• Demonstrated ability to collaborate effectively with cross‑functional teams, stakeholders, and end users.

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off