SalesForce.com Consultant LOC: Bolingbrook, IL

SalesForce.com Consultant LOC: Bolingbrook, IL

  • Posted on : 09-08-2023
  • Job Type : Full Time only
  • Salary : 100,000 - 200,000

Job Description:

RESPONSIBILITIES:

  • Create and Manage Changes to the System -
  • Proactively seek out and identify needed system changes and gather feedback from users.
  • Manage system changes without interruption to the user.
  • Communicate system changes to the users in advance so they understand the change and how to use it prior to implementation.
  • Modify the system to increase benefits and usability.
  • Lead and manage all projects and processes that impact / relate to Salesforce.com.
  • Manage new releases of SFDC and efficiently roll out new features.
  • Create and maintain fields, views, reports, dashboards, campaigns and other salesforce.com objects and functions.
  • Handle on-going customization/ alteration of Salesforce.com.
  • Maintain, enhance and create workflows, functions and configurations within the Salesforce.com environment.
  • Create new reporting capabilities and respond to ad hoc reporting requests as needed.
  • Provide support functions as needed. and sales and financial data to company executives.

Maintain System, Security and Integrity -

  • Map salesforce.com hierarchy and territories in response to personnel changes.
  • Reassign Accounts, Contacts, and Opportunities in response to personnel changes.
  • Grant/ remove and maintain user licenses.
  • Maintain security including sharing rules and security levels.
  • Design, Create and maintain user roles, profiles and hierarchies.
  • Monitor application storage usage and archive data as needed.
  • User Assistance, Training, Adoption and Satisfaction -
  • Create and administer training to existing or new users/groups.
  • Provide one to one training to end users on an on?going basis.
  • Assist sales management to create processes in salesforce.com to help monitor activities, trends, sales and leads.
  • Communicate regularly with user base regarding new features, enhancements and changes to the system.
  • Monitor usage and mentor users/groups needing assistance.
  • Continually seek ways to further enhance the end user experience.

Process Creation, Documentation and Maintenance -

  • Document company processes and workflows.
  • Develop process documentation and field maps.
  • Create new processes and associated reporting.

Data Quality, Migration and Maintenance -

  • Assist with migration from older systems/processes into Salesforce.com.
  • Monitor neglected Leads, Opportunities, Accounts, and Contacts as appropriate.
  • Monitor and manage exception logs for back end system integration with SFDC.
  • Manage duplicate records.
  • Monitor and improve data quality.
  • Ensure data integrity by merging duplicate Leads, Contacts, and Accounts; performing mass uploads and updates of data as required;
  • Removing unnecessary fields and data; ensuring screens, fields and workflow have accurate names and reflect current workflow.

Report and Dashboard Creation and Maintenance -

  • Create and maintain dashboards and reports including folder maintenance.
  • Develop complex, macro driven reports to summarize system information for Senior Management.

REQUIRED QUALIFICATIONS:

  • Solid understanding of the best practices using Salesforece.com. with deep salesforce.com skills and ideally, understanding the general concepts of Customer Relationship Management (CRM).
  • Must be proactive, organized and logical.
  • 3 to 5 years of Salesforce experience
  • In-depth knowledge of the standard capabilities of SFDC, specifically Service Cloud and UAT and have successfully expanded on those capabilities through the use of custom code and/or integration with external systems


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