Junior Salesforce Administrator

CallRevu is the leading communication intelligence platform built for automotive retail- empowering dealerships to take control of every conversation, from the first ring to the final result. Who We Are Founded in 2008, CallRevu has pioneered the field of communications intelligence and phone process measurement for automotive retail dealerships. Our partnerships with renowned and high-performing dealerships across the United States have enabled us to help clients boost market share, enhance customer retention, optimize digital marketing campaigns, and drive profitability throughout all aspects of dealership operations. As proud recipients of the 2023 AWA Rising Star Award, innovation is ingrained in our DNA. We take immense pride in our achievements and the tangible impact we create. Every day, we are driven to push boundaries, explore new frontiers, and discover innovative ways to assist our customers while staying true to our core values and maintaining a great workplace environment. Summary The Junior Salesforce Administrator is responsible for the ongoing management, configuration, support, and optimization of the company’s Salesforce environment. This role ensures the CRM system is aligned with business needs and functions efficiently across departments. Responsibilities include system updates, enhancements, user management, reporting, security, integrations, and technical support. The ideal candidate is a proactive problem solver who can collaborate with multiple departments to design scalable solutions. They will play a critical role in maintaining data integrity, supporting automation initiatives, improving operational efficiencies, and driving Salesforce best practices, user adoption, and continuous improvement initiatives. Additionally, the Junior Salesforce Administrator must be data-savvy, with strong proficiency in Excel for data manipulation, analysis, and visualization. Key Responsibilities · Manage and customize Salesforce to support business requirements, including fields, workflows, automation, reports, dashboards, record types, and security settings. · Perform regular system maintenance, including performance monitoring, health checks, security reviews, and compliance with data privacy policies. · Create and maintain Lightning pages, dashboards, and reports to provide actionable insights for various teams. · Develop and maintain end-state solution architecture for multi-cloud use cases, visually articulating solutions and ensuring system scalability. · Ensure accurate and efficient data entry, imports/exports, and bulk data operations while maintaining data integrity. · Leverage advanced Excel skills (e.g., VLOOKUP, PivotTables, formulas) to manipulate, analyze, and visualize large datasets for executive reporting and business insights. · Create and update training materials and documentation; host training sessions to ensure effective user adoption and process compliance. · Serve as the first point of escalation for junior Salesforce resources, assisting with troubleshooting and knowledge sharing. · Manage assigned Salesforce Helpdesk cases, focusing on escalations beyond Tier 1 support. · Monitor Salesforce product releases, assess their impact on system functionality, and proactively implement necessary enhancements. · Participate in Agile sprints, managing assigned Salesforce-related projects, ensuring timely completion, and aligning deliverables with sprint objectives. · Oversee operational quality and maintenance of integration applications, collaborating with third-party vendors and internal development teams. · Act as the primary point of contact for Salesforce vendors, coordinating development projects, communicating business needs, and performing QA on delivered solutions. · Identify and gather user and stakeholder requirements to enhance workflows, automation, and overall system efficiency. · Participate in technical implementation, testing automation, duplicate rule management, and ongoing system optimization. Minimum Qualifications · 2+ years of experience as a Junior Salesforce Administrator or equivalent experience with a CRM system. · Strong technical aptitude with a deep understanding of Salesforce configuration, workflow automation, triggers, validation rules, permissions, and security models. · Proficiency in Microsoft Excel, including advanced functions (e.g., VLOOKUP, PivotTables, formulas). · Excellent organizational, analytical, and time management skills with the ability to work both independently and collaboratively. · Experience with data imports, exports, cleansing, and governance. · Ability to troubleshoot technical issues, analyze business requirements, and implement scalable solutions. · Strong communication skills to collaborate effectively across teams and train end users. · Experience managing third-party integrations and working with API-based applications. · Salesforce Administrator certification (preferred but not required). · Bachelor’s Degree or equivalent experience in business and technology. How Our Core Values May Be Expressed In This Role: · Trust: Be a trusted advisor to stakeholders by proactively managing system updates and compliance. · Empower: Drive user adoption by creating intuitive dashboards, reports, and automation tools that empower teams to work more efficiently. Train end users and Jr. Salesforce resources, fostering confidence in CRM usage. · Ownership: Take full responsibility for the administration, optimization, and maintenance of the Salesforce environment. Proactively identify and implement system improvements, ensuring long-term scalability and efficiency. · Customer Obsession: Act as an internal consultant, understanding the needs of various departments and tailoring Salesforce solutions to enhance workflows, automation, and data accessibility. Support Sales, Marketing, and Account Management teams with actionable insights and system enhancements. · Collaboration: Partner with cross-functional teams, IT, and third-party vendors to optimize system integrations, manage data governance, and streamline business processes.