Responsibilities
- Handle daily user support by addressing and resolving cases logged in Salesforce.
- Manage user access by setting up and troubleshooting users, profiles, permission sets, public groups, queues, roles, and sharing rules.
- Use declarative tools to configure and maintain custom objects, fields, page layouts, record types, validation rules, picklists, email templates, approval workflows, and Flow automation.
- Develop and update reports and dashboards that deliver actionable insights for business teams.
- Support the setup, testing, deployment, and maintenance of AI features such as Agentforce agents, Prompt Builder, and intelligent automation tools.
- Work with business analysts and developers to implement system improvements, fix issues, and meet business needs.
- Engage in gathering requirements, designing solutions, conducting User Acceptance Testing (UAT), supporting releases, and validating post-deployment performance.
- Produce and update user guides, knowledge base articles, training content, and support communications to increase platform adoption.
- Track system performance, data accuracy, and user input to detect patterns, recurring problems, and areas for enhancement.
- Find ways to optimize business operations, user experience, and platform usage through configuration, automation, and adherence to best practices.
- Ensure Salesforce configurations follow defined governance, security, and change control procedures.
- Keep up with evolving Salesforce capabilities and suggest relevant improvements.
Requirements
- Strong grasp of Salesforce fundamentals and general CRM principles.
- Proven experience using declarative tools to configure Salesforce environments.
- Background supporting business users in a dynamic, fast-moving setting.
- Passionate about solving business challenges and providing high-quality user support.
- Able to work effectively with team members across different regions and time zones.
- Capable of clear, concise communication with non-technical stakeholders.
- Takes accountability for tasks and contributes constructively within a team environment.
- Motivated to learn and consistently seeks ways to improve systems and processes.
Nice to Have
- Experience supporting business tools such as CPQ, Marketing Automation, or e-signature platforms.
Work Arrangement
Remote (Worldwide)
Other
- Must be able to collaborate effectively with teammates across the globe.
- Must communicate clearly with business stakeholders.
- Proactively identify opportunities to improve systems and processes.
- Experience supporting related business applications such as CPQ, Marketing Automation, or e-signature platforms would be beneficial but is not required.