Salesforce User / Specialist

Job Title: Salesforce User / Specialist

Job Type: Contractor

Location: Remote

Job Summary:

We are seeking a skilled Salesforce User / Specialist to support our customer’s team in maximizing their CRM effectiveness. In this expert-level, remote role, you will leverage your hands-on Salesforce experience to drive workflow efficiency, data accuracy, and insightful reporting. Your contributions will play a vital part in developing and maintaining high-quality CRM data and processes for AI training initiatives.

Key Responsibilities:

1. Utilize Salesforce daily to manage and update leads, opportunities, and customer records with precision.
2. Ensure CRM data integrity through accurate data entry, validation, and regular audits.
3. Navigate Salesforce workflows and optimize day-to-day processes for team effectiveness.
4. Create and analyze reports and dashboards to support business insights and decision-making.
5. Collaborate with the customer’s team to share CRM best practices, resolve data issues, and support ongoing process improvements.
6. Assist in the organization and management of customer information, ensuring that all data remains current and actionable.
7. Contribute to AI training initiatives by providing feedback on CRM data usage and daily Salesforce operations.

Required Skills and Qualifications:

1. Minimum 2 years of hands-on experience as a Salesforce user, with deep familiarity in CRM management and navigation.
2. Expertise in lead and opportunity tracking within Salesforce.
3. Proficient in generating, customizing, and interpreting Salesforce reports and dashboards.
4. Strong attention to detail with a commitment to maintaining data quality and accuracy.
5. Excellent written and verbal communication skills, with the ability to document processes and share knowledge clearly.
6. Effective team collaborator, eager to support colleagues and contribute to group success.
7. Solid problem-solving skills and a proactive approach to identifying and resolving CRM issues.

Preferred Qualifications:

1. Experience supporting AI training projects or data annotation within Salesforce environments.
2. Background in customer data management or CRM operations for technology-driven teams.

Required Skills

• salesforce
• crm management
• salesforce navigation
• reporting and dashboards
• data entry and validation
• workflow usage
• customer data management
• data analysis