Note: The job is a remote job and is open to candidates in USA. RPI Print is transforming how products are created, produced, and delivered through its cloud-based platform. The company is seeking a project-based Senior Salesforce Administrator to improve the quality, accuracy, and usability of its Salesforce Sales Cloud environment by managing CRM data, redesigning sales processes, supporting governance, and developing reports and dashboards.
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
- 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