Salesforce Experience
- Participate in the business development and manage multiple projects simultaneously, maintain communication with customers and colleagues to inspire and keep up with ongoing system development.
- Act as a primary administrator to help shape our new Salesforce implementation and help keep the system running as it grows.
- Create/maintain Salesforce accounts and migrate the data from the previous CRM.
- Administer Salesforce on a day-to-day basis, including managing user accounts, profiles, permissions, page layouts, dashboards, reports, etc.
- Manage operational requests such as creating rules around workflow, validation, fields, advanced formulas, custom objects, flows, etc.
- Work in and deploy from a sandbox environment to test all changes to business logic, and help shepherd those changes into production.
- Maintain proper documentation of processes, policies, application configurations and continual modifications and help related materials.
- Analyze business requirements, procedures and problems to provide solutions.
- Critically evaluate information gathered from multiple sources, reconcile conflicts and resolve user requests.
- Participate in and serve as a resource for any Salesforce related projects.
- Proactively identify and implement operational improvements, enhancements, and system customization that meet business requirements.
- Assist management with vetting, selecting and implementing new Salesforce related technology solutions such as create/administrate .satisfaction surveys, request forms with integration into Salesforce using email or web services, create/ customize email templates, newsletters, setup bar-code reader, …
- Provide technical support and troubleshooting assistance to users in the field.
- Ensure training is current company-wide.
Critical Skills
- Salesforce.com Platform: Sales Cloud, Service Cloud, Non-Profit. Classic & Lightning. 1000+ Users, Standard & Custom Objects, Page Layouts, Workflows, Approvals, Formulas, Automation, Validation Rules, Relationships, Roles & Profiles, Users, Security and Sharing rules, Custom Email Templates, Reports & Dashboards, AppExchange, Data Loader, Import Wizards, API, Change Set, Sandbox Refresh, Packages, Custom Apps, Custom Labels, Force.com Sites (Customer and Partner Portals), Informatica, Filezilla, Jitterbit, Radian6, Exact Target, Marketo, FinancialForce, Datahug, DocuSign, Gainsight, Altify, JiffleNow, ReachForce, Drift,.. Pardot, Chatter.
- ITSM: SBM Micro Focus, ITinvolve, Jira
- Digital tools: Active Directory, Single sign-on Okta, Survey Gizmo, Survey Monkey, Get Feedback, Campaign Monitor, Constant Contact, Mail Chimp, Target Hero, A/B Testing, Blackbaud, Google AdWords, Analytics, SEO, Cision, Haschtracking.
- Web languages: HTML. CSS, JavaScript, SQL, WordPress.
- Media and office: Adobe Design Suite: InDesign, Photoshop, Illustrator, After Effects, Premiere Pro, Dreamweaver; Acrobat, Microsoft Office: Word, PowerPoint, Excel, Outlook, Publisher. Visio.
- Social Media: LinkedIn, Slide Share, Facebook, Twitter, YouTube.
- Bilingual: French/English.