Note: The job is a remote job and is open to candidates in USA. RPI Print is a company that operates a cloud-based platform for creating, producing, and delivering personalized on-demand products. The company is seeking a contract Senior Salesforce Administrator to improve the quality, accuracy, and usability of its Sales Cloud environment through CRM data cleanup, sales process redesign, governance, and reporting enhancements.
Responsibilities
- Audit existing Account and Opportunity fields to identify gaps in prospect/customer segmentation
- Design and implement new custom fields on Account and Opportunity objects to support improved segmentation and reporting
- Update page layouts and field-level security to reflect new data model
- Review current Opportunity stage configuration and identify where deals are stalling in the funnel
- Redesign and implement Opportunity Stages (including stage probabilities and required fields) to give accurate funnel visibility
- Create and configure separate Record Types and Sales Processes for the inbound funnel vs. enterprise outbound motion, including distinct page layouts and picklist values for each
- Configure assignment rules or lead routing as needed to support the two motions
- Identify and merge duplicate Account, Contact, and Lead records
- Establish or apply duplicate/matching rules to prevent future duplication
- Review and close/update aging or stale Opportunities per an agreed criteria (e.g., no activity in X days)
- Document data cleanup actions taken for audit purposes
- Audit existing reports and dashboards for usage/relevance (via run history or metadata)
- Assist with importing, exporting, and updating Salesforce data using appropriate tools
- Archive or delete unused/redundant reports and dashboards
- Build new reports and dashboards reflecting updated stages, record types, and segmentation fields, including funnel/stage-conversion visibility for inbound vs. enterprise pipelines
Skills
- 4+ years of hands-on Salesforce Administration experience (Sales Cloud specifically)
- Salesforce Certified Administrator required; or Advanced Admin or Sales Cloud Consultant strongly preferred
- Experience working in a B2B sales org with both inbound and outbound enterprise motions
- Custom object/field design and page layout management
- Record Types, Sales Processes and Opportunity stage configuration
- Data deduplication and cleanup projects (merging records, dedupe rules/tools)
- Report and dashboard design and rationalization
- Ability to work independently and make recommendations
- Comfortable documenting changes and training end users on new configuration
- Advanced Admin or Sales Cloud Consultant strongly preferred
Benefits
- Flexible schedule based on project needs.
- Remote or hybrid depending on business requirements.
Company Overview
Company H1B Sponsorship