Job Description

Must Haves:

• Salesforce SME
• 5+ years of Salesforce Administration experience, working in cross functional teams, understanding business requirements, implementing CPQ solutions, and ensuring integration of CPQ processes within salesforce.
• 5+ years working with Salesforce CRM
• Including custom objects and fields, page layouts, reports and dashboard, profiles and sharing rules, workflows and approval processes.
• Salesforce lightning and classic environments experience
• Building and implementing custom functionality with Salesforce Apex programming language
• Integrating 3rd party APIs with the salesforce platform, preferably with Pardot, DocuSign CLM, Showpad, NetSuite, and ScopeStack
• Experience with Salesforce: security models, change management best practices.
• Key areas of enterprise architecture, including modern integration technologies, Workato/Mulesoft
• Pardot marketing automation tooling
• Financial systems like Oracle NetSuite
• Bachelor’s degree in information technology or related field.

Plusses:

• Salesforce Certifications
• 7+ years of experience
• Experience working with Agile teams in creating user stories and developing acceptance criteria: Jire and Confluence

Job Description:

Insight Global is looking for a Senior Salesforce Administrator that will play a crucial role in the administration, configuration, development, and optimization of our clients Salesforce implementation. You will work closely with cross-functional teams to understand business requirements, deploy solutions, and ensure the ongoing success of Salesforce solutions that are used. This is an exciting opportunity for a skilled professional to contribute to the strategic use of Salesforce as our clients drive forward with their SaaS business.

Primary Duties and Responsibilities:

• Subject Matter Expert: Act as the primary point of contact in coordinating with cross-functional teams to ensure their understanding of critical Salesforce processes and data reliability.
• Salesforce CPQ Management: Customize, configure, and manage Salesforce CPQ to align with the organization’s unique pricing and quoting needs while supporting automated pricing, prorating, and co-terminating subscriptions on contracts and renewals.
• Salesforce CPQ Process Optimization: Collaborate with internal teams to optimize CPQ processes, ensuring accuracy in pricing, quoting, and proposal generation; assure alignment with the Master Data Management program for all data-related requests, and assure alignment with the Performance Excellence program for all process-related improvement requests.
• Salesforce CRM Management: Serve as the primary system administrator for the Salesforce CRM environment, handling all administrative functions including user account maintenance, license management, reports and dashboards, workflows, sandbox environment, and other routine tasks.
• Data Management: Oversee data quality and integrity within Salesforce, including data entry (adds/updates/changes), data imports, deduplication, implementing rules, and data cleansing activities.
• Integration Management: Collaborate with key stakeholders to manage integrations between Salesforce and other systems, ensuring seamless data flow and optimal system performance.
• Reports and Dashboards: Work closely with the Master Data Management team, adhering to governance, to create and maintain organizational-wide reports and dashboards that provide insights into business performance and support data-driven decision-making.
• System Upgrades and Maintenance: Stay current with Salesforce releases and features, evaluate their applicability to the organization, and lead the implementation of system upgrades.
• Security and Access Management: Implement and maintain security best practices, including user roles, profiles, and permission sets, to safeguard sensitive data.
• Documentation: Create and maintain documentation for all Salesforce processes, workflows, dataflows, etc.

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