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We are seeking a skilled Salesforce User / Specialist to support our 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.
Job Responsibility:
Utilize Salesforce daily to manage and update leads, opportunities, and customer records with precision
Ensure CRM data integrity through accurate data entry, validation, and regular audits
Navigate Salesforce workflows and optimize day-to-day processes for team effectiveness
Create and analyze reports and dashboards to support business insights and decision-making
Collaborate with our team to share CRM best practices, resolve data issues, and support ongoing process improvements
Assist in the organization and management of customer information, ensuring that all data remains current and actionable
Contribute to AI training initiatives by providing feedback on CRM data usage and daily Salesforce operations
Requirements:
Minimum 2 years of hands-on experience as a Salesforce user, with deep familiarity in CRM management and navigation
Expertise in lead and opportunity tracking within Salesforce
Proficient in generating, customizing, and interpreting Salesforce reports and dashboards
Strong attention to detail with a commitment to maintaining data quality and accuracy
Excellent written and verbal communication skills, with the ability to document processes and share knowledge clearly
Effective team collaborator, eager to support colleagues and contribute to group success
Solid problem-solving skills and a proactive approach to identifying and resolving CRM issues
Nice to have:
Experience supporting AI training projects or data annotation within Salesforce environments
Background in customer data management or CRM operations for technology-driven teams