Key Responsibilities
1. Salesforce Administration & Optimization
- Support day-to-day Salesforce administration, including:
- Objects, fields, reports, dashboards, and permissions (Lightning Experience)
- Review Salesforce seasonal releases and help lead targeted modernization efforts (e.g., Workflow-to-Flow migrations)
- Assist in driving adoption of Salesforce Lightning Experience and new platform capabilities
2. Salesforce Org Health & Governance
- Support Salesforce org health initiatives, including:
- Cleanup of unused fields, objects, reports, and dashboards
- Periodic reviews of access controls and user permissions
- Monitoring data storage, backups, and sandbox environments
- Help ensure system performance, scalability, and data integrity
3. Salesforce CPQ Administration
- Provide administrative support for Salesforce CPQ, including:
- Product catalog and configurations
- Price books and pricing structures
- Bundles and configuration rules
- Pricing rules and automation
- Quote templates and document generation
- Collaborate with Sales and Product Managers to ensure accurate pricing and packaging
4. Pricing & CPQ Enhancements
- Assist with:
- Pricing updates and maintenance
- CPQ enhancements and feature improvements
- Testing and validation of pricing changes
- Troubleshoot CPQ-related issues and support resolution efforts
5. System Enhancements & Migrations
- Support Salesforce system changes and future platform migrations, including:
- Planning and coordination
- Testing and validation
- Data integrity checks
- Documentation of updates and changes
6. Documentation & Knowledge Management
- Help preserve and document institutional knowledge related to Salesforce and CPQ configurations, including:
- Legacy setups and workflows
- Complex product and pricing structures
- Maintain system documentation for processes, configurations, and best practices
7. User Support & Training
- Provide guidance, training, and best-practice recommendations to Salesforce and CPQ users
- Support end-users with troubleshooting, issue resolution, and process improvement
Core Duties
- Maintain and enhance Salesforce and CPQ configurations
- Execute system updates, testing, and release activities
- Monitor and improve system data quality and performance
- Support product, pricing, and quoting processes
- Document system architecture, workflows, and pricing logic
- Collaborate cross-functionally to align Salesforce capabilities with business needs
- Assist in continuous improvement initiatives across the Salesforce ecosystem
Required Qualifications
- 2+ years of Salesforce administration experience, including:
- Lightning configuration (objects, fields, reports, dashboards, permissions)
- Working knowledge of Salesforce CPQ, including:
- Products, price books, bundles, pricing rules, and quote templates
- Experience supporting Salesforce enhancements, releases, and migrations (e.g., Workflow-to-Flow transitions, feature adoption)
- Understanding of Salesforce org health best practices:
- Data cleanup
- Security and access reviews
- Sandbox and environment management
- Strong analytical, testing, and troubleshooting skills with a focus on:
- Data integrity
- System reliability and performance
- Strong communication and documentation skills with the ability to collaborate across teams
Preferred Qualifications
- Salesforce Administrator Certification
- Experience with:
- Salesforce CPQ advanced features
- Flow and automation tools
- Background supporting:
- SaaS or subscription-based businesses
- Complex pricing models and product structures
Key Competencies
- Detail-oriented with strong data accuracy focus
- Analytical and problem-solving mindset
- Ability to balance tactical support with strategic improvements
- Strong collaboration across Sales, Product, and Operations
- Ability to manage multiple priorities in a part-time capacity
Success Factors
- Accurate and efficient CPQ configuration and pricing support
- Improved Salesforce system performance and usability
- Successful rollout of enhancements and migrations
- Well-documented system processes and institutional knowledge
- Positive user experience and adoption across stakeholders
Salary range: $30,000 - $45,000 USD per year.
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