SalesForce Operations Specialist
17 hours ago
Job Overview
">This role offers a unique opportunity to join the Insurance Growth Network team as a SalesForce Operations Specialist. As a key member of our operations team, you will play a crucial part in ensuring the smooth functioning of our Salesforce platform.
">About the Role
">We are seeking an experienced and skilled individual who can assist in customizing and maintaining the Salesforce platform to meet our business needs. This includes managing user accounts and permissions, supporting data accuracy through basic data management tasks, and helping create simple reports and dashboards.
">As a SalesForce Operations Specialist, you will provide first-level user support and training, ensuring that users can effectively utilize Salesforce. You will also collaborate with senior administration to understand requirements for more complex customization tasks.
">Key Responsibilities
">- ">
- Manage users and permissions: Monitor user activity and ensure users are following best practices and security protocols.">
- Assist with user training and help onboard new users and provide basic training sessions.">
- Collaborate on Advanced Customizations and work closely with the Salesforce programming team to implement advanced customizations and integrations.">
- Support data management: Assist in validating data accuracy and consistency.">
- Create basic reports and dashboards: Gather requirements and work with users to understand their reporting needs.">
- Maintain existing reports and dashboards to ensure they are up-to-date and functioning correctly.">
- Provide user support: Create and maintain user guides and documentation.">
- Educate users on Salesforce best practices and procedures.">
- Escalate issues to the IT Manager or Salesforce support (as needed).">
- Perform routine maintenance tasks: Assist with applying system updates and patches, if/when required.">
- Help monitor system performance and report issues.">
Requirements
">To be successful in this role, you will need:
">Experience working in a team or office environment.
">A high school diploma or equivalent; some college coursework in computer science or related field is a plus.
">No prior Salesforce experience required, but any exposure to Salesforce or similar CRM systems is beneficial.
">Salesforce Certification not required, but a plus if you have completed any Salesforce training or certification.
">Basic understanding of Salesforce, good communication skills, willingness to learn, and ability to work in a team.
">Effective problem-solving skills and the ability to troubleshoot basic issues.
">Strong attention to detail.
">Ability to work with minimal guidance.
">Integrity, professionalism, confidentiality, humility.
">Microsoft Office Suite.
">Salary Range
">The estimated salary for this role is $65,000 - $90,000 per year, depending on experience.
">Benefits
">The Insurance Growth Network offers a competitive benefits package, including health insurance, retirement plan, and paid time off.
">Location
">This role is based in [location], with remote work options available.
">What We Offer
">We offer a dynamic and supportive work environment, opportunities for growth and development, and a chance to work with a talented team of professionals.
">How to Apply
">If you are a motivated and detail-oriented individual with a passion for SalesForce, please submit your application, including your resume and a cover letter.
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