What are the responsibilities and job description for the Salesforce Administrator position at CallRail?
The Position
CallRail is looking for a Salesforce Administrator to help our organization solve business problems using the Salesforce Platform, this individual will play a critical role on the Revenue Operations team. This person will provide guidance on how to best operationalize new business initiatives, build infrastructure in support of new go-to-market strategies, and implement process improvements within CallRail’s instance of Salesforce.
The Salesforce Administrator reports directly to the Sr. Manager of Go-To-Market Systems and works closely with stakeholders to bridge the gap between business requirements and technology. A self-starter comfortable with ambiguity, strong attention to detail, and an ability to work in an agile environment. The ideal candidate for this role will not only be detail-oriented but also process-oriented. The Salesforce Administrator should be comfortable with change management and governance, as well as communicating, prioritizing and managing all aspects of a Salesforce project.
What You'll Do
- Implement Salesforce solutions to solve business challenges, improve processes, and increase adoption
- Quickly learn business needs, design practical Salesforce solutions, and communicate these clearly to stakeholders
- Implement data governance best practices and processes for maintaining data, ensuring that Salesforce operates as the source of truth for all customer and sales data
- Understand data flow between systems and how to leverage standard and custom fields
- Advise and implement process automation within Salesforce ensuring accurate and clear documentation
- Identify and gather requirements, translating into best practice, scalable solutions with a focus on exceptional user experience
- Salesforce configuration changes, including (but not limited to): Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards, and reports
- Test and validate new processes in a sandbox environment before implementing them into a production environment
- Maintaining the platform’s data integrity, overall health, and day-to-day end-user support
- Working with integrated applications including LeanData, Qualified, Gong, Outreach, Pendo, DocuSign, InsideView, etc
What You’ll Need
- 1-2 years of experience as a Salesforce Administrator in a similar environment.
- Salesforce Administrator certification. Other Salesforce certifications are a plus
- Experience in B2B SaaS in a high-velocity, transactional business model
- Possess excellent communication skills and a proven track record of working in a collaborative team environment
- You are comfortable working with large datasets, excel, and systems to ensure data integrity and empower your peers to make data-driven decisions
- A strong desire to learn and problem solve
- Basic understanding of Asana and LucidChart preferred
- Strong emotional intelligence
- Ability to execute like a pro and act as a strategic advisor, detail-oriented
If you do not meet all the requirements listed, we still encourage you to apply! No job description is perfect, and we may also have another opportunity that aligns with your skills and experience.
Additional Perks
- 100% medical coverage for employees
- Competitive HSA with company matching
- Generous dental and vision plans
- Paid parental leave
- Flexible vacation policy
- 401K options with company dollar-for-dollar match
- Employee stock options available from day one
- $2,000 annual educational allowance
- Catered lunch every Tuesday * an in-office perk
- MARTA transportation and office parking expenses covered
- Employee charitable donation company match, up to $500 annually
- Regular company outings and events *yes, even during COVID, except virtually
- Remote work from home options with $500 office stipend to set up your home office
- Designated bike storage
Learn more: https://www.callrail.com/about/
You Are Welcome Here
CallRail understands that valuing diverse creative practices and forms of knowledge are crucial to and enrich the company's core mission. We encourage applications from everyone, including members of all equity-seeking communities, such as (but certainly not limited to) women, racialized and Indigenous persons, persons with disabilities, and persons of all sexual orientations and gender identities and expressions. In your application, please feel free to note which pronouns you use (For example - she/her/hers, he/him/his, they/them/theirs, etc).