Salesforce Specialist

Elite Virtual Brokerage

. Complete and review realistic workflows within Salesforce .

Posted 9/29/2026contractRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong hands-on experience with Salesforce CRM, including managing leads, contacts, accounts, and opportunities. Proficient in Salesforce Flow, automation, and CRM data management, with a focus on clear communication and documentation of workflows.

Highest-signal resume keywords

Salesforce CRM ExpertiseSalesforce Flow ProficiencyCRM Data ManagementSalesforce Reports and DashboardsAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Salesforce CRMSalesforce FlowCRM Data ManagementSalesforce ReportsSalesforce DashboardsSalesforce AutomationWorkflow DocumentationProblem-Solving

Soft Skills

Attention to DetailWritten CommunicationVerbal Communication

Certifications & Qualifications

Salesforce Certifications

Industry Keywords

CRM WorkflowsBusiness OperationsSales Processes

About the role

Key responsibilities & impact

Complete and review realistic workflows within Salesforce
Work with leads, contacts, accounts, opportunities, and other CRM records
Create and manage Salesforce reports and dashboards
Use Salesforce Flow and automation features to support common business processes
Manage and organize CRM data accurately
Explore Salesforce features and identify common real-world use cases
Clearly document the steps needed to complete different Salesforce workflows
Review workflows and provide feedback based on Salesforce experience
Apply Salesforce expertise to help train next-generation AI systems

Requirements

What you’ll need

Strong hands-on experience using Salesforce CRM
Experience managing leads, contacts, accounts, and opportunities
Familiarity with Salesforce Flow, automation, reports, and dashboards
Experience using Salesforce for sales, CRM, or business operations workflows
Good understanding of CRM data management
Ability to explain Salesforce workflows clearly and accurately
Strong attention to detail and problem-solving skills
Salesforce certifications are a plus, but not required
No prior experience in AI is required
High standard of written and verbal communication for effective collaboration in a remote environment

Benefits

Comp & perks

A very attractive and competitive package is offered