Compensation $42,000.00 - $55,000.00 (Range applies to US candidates only) + Benefits/Variable Comp./Equity - Range may vary based on experience.
About The Job
The Junior Salesforce Administrator will work as part of the team dedicated to ensuring that we are maximizing efficiency and capitalizing on the full features and benefits of the system based on the various user group’s needs. We are seeking someone with excellent technical and communication skills who can interface directly with internal stakeholders to understand their needs in order to administer and enhance the system accordingly. The Junior Salesforce Administrator will be responsible for executing on the day-to-day support, configuration, maintenance, and improvement of our CRM.
Responsibilities
Primary Responsibilities:
Act as direct contact for user groups and global teams who require configuration and maintenance of Salesforce platform, as well as advanced reporting and training.
Work directly with sales operations team to configure solutions that are usable, scalable, and maintainable on Salesforce platform.
Maintain security such as user accounts, sharing rules, permission sets, user roles/profiles, field-level security, content folder rights, queues, public groups, list views, and other setup options.
Analyze requirements and maintain integrations to our various business systems for Salesforce environment (HubSpot, Sales Cloud, CPQ).
Create reports and dashboards around sales elements related to leads, accounts, contacts, opportunities, cases, and lead campaigns.
Create and maintain workflow rules, validation rules, formula fields, auto-assignment rules, etc.
Develop program management standards and methodologies to achieve program goals, while recommending best practices to improve program performance.
Manage, triage, and resolve user-submitted issues via ticketing system.
Work on Salesforce projects related to integration, security, contract management processes, forecasting/analysis, enablement/standardization, management of marketing assets, rep workflow, demo tracking, partner tracking, etc.
Provide administration duties for additional 3rd party sales support systems as required.
QUALITIES OF A SUCCESSFUL CANDIDATE
Formal Education and Certification
BSc/BA in Information Technology or relevant work experience.
Salesforce Administrator Certification.
Knowledge And Experience
2+ years’ experience in a technical role, preferred business or system analyst with an emphasis on system configuration and design.
Nice to Have
Advanced knowledge of Microsoft Office; including proficiency in data manipulation (Excel, Access, etc.).
Experience with APEX programming a plus.
Personal Attributes
Knowledge/experience with Salesforce administration.
Experience with Salesforce Lightning.
Experience with reporting using standard reporting tools including standard Salesforce.com reporting functionality.
Proven ability to utilize Salesforce.com as a sales analysis tool.
Strong problem-solving skills, data and software applications.
Ability to present ideas in a business-friendly and user-friendly language.
Experience with OneStream Software not required.
Legally authorized to work for any company in the United States without sponsorship.
Who We Are
OneStream® is an independent software company backed by private equity investors. OneStream provides an intelligent finance platform built to enable confident decision-making and maximize business impact.
OneStream unleashes organizational value by unifying data management, financial close and consolidation, planning, reporting, analytics, and machine learning. We empower Finance and Operations teams with AI-enabled insights to make faster and more intelligent decisions every single day. All in a single, modern CPM platform designed to continually evolve and scale with your organization. To learn more visit www.onestream.com.
WHY JOIN THE ONESTREAM TEAM
Transparency around corporate structure, salary, and benefits
Core value of customer success
Variety of project work (not industry specific)
Strong culture and camaraderie
Multiple training opportunities
Benefits At OneStream Software
OneStream employees are passionate, hardworking individuals who go above and beyond to keep our customers happy and follow through on our mission statement. They consistently deliver the best and in turn, we make every effort to keep them cared for and happy. A sample of the benefits we provide are:
Excellent Medical Plan
Dental & Vision Insurance
Life Insurance
Short & Long Term Disability
Vacation Time
Paid Holidays
Professional Development
Retirement Plan
OneStream Software is an Equal Opportunity Employer.
Seniority level
Entry level
Employment type
Full-time
Job function
Information Technology
Industries
Software Development
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