Job Description
As an integral part of our team, you will be heavily involved in supporting the onboarding and retraining of users, creating dashboards, and maintaining customer records. This role is crucial in our industry, requiring a deep understanding of Salesforce functionality and limitations, advanced experience in CRM analytics and dashboard development, and proficiency in Microsoft 365 products.
Responsibilities:
• Support technical activities related to onboarding and retraining of users.
• Showcase Salesforce functionality as part of user onboarding.
• Evaluate teams to determine what Salesforce functionalities meet business needs and how they can be deployed.
• Coordinate with Salesforce Platform lead to execute change management plans.
• Create initial dashboards for teams to drive their new processes and train superusers on how to maintain them.
• Load user ids into account teams and develop a system to update this information regularly.
• Act as the main technical point of contact for all technical requests related to strategic plans.
• Develop dashboard and reports for teams to drive data accuracy activities.
• Manage utilization dashboard based on Salesforce industry metrics.
• Submit Azure stories to product owner and Digital Technology as bugs are identified and changes needed for teams to adopt Salesforce.
• Manage mass load of archive data from spreadsheet/documents into Salesforce.
• Clean up account structure and subsequence data for top customers.
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