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Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Maintain objects, fields, layouts, and pipelines in Sales Cloud
- Configure lead assignment and validation rules
- Support Cases, queues, assignment rules, and escalation rules in Service Cloud
- Support the management of customer service SLAs
- Support the configuration and monitoring of Einstein/AI features, such as scoring, recommendations, and suggested replies
- Create and maintain Flows
- Handle user requests regarding access, permissions, questions, and adjustments
- Clean, deduplicate, and import data using Data Loader / Import Wizard
- Build reports and dashboards for the consulting firm’s managers
- Document configurations and processes, working closely with RevOps and partners
Requirements
What you’ll need- Practical experience administering Salesforce, preferably 1–2 years
- Hands-on experience with Sales Cloud and Service Cloud
- Declarative configuration: objects, fields, profiles, permission sets, validation rules, and Flows
- Salesforce reports and dashboards
- Strong communication skills with business teams and organizational skills for managing a demand queue
- Salesforce Administrator certification (a plus)
- Training paths or certifications in Sales Cloud, Service Cloud, AI Associate, or Agentforce (a plus)
- Experience with or strong interest in Einstein / Agentforce (a plus)
- Familiarity with SOQL and integrations (a plus)
- Experience in the financial services or consulting industry (a plus)
Benefits
Comp & perks- Life insurance
- Meal allowance
- Transportation allowance
- Partnerships with Gympass, TotalPass, and Zenklub
- Hybrid work model
- Institutional partnerships
- Birthday day off
- Free Suno Black subscription for the employee and immediate family members