- Own day-to-day administration of Salesforce, including users, profiles, permissions, roles, page layouts, fields, validation rules, workflows, and automations
- Serve as the primary point of contact for Salesforce user support; triage and resolve incoming requests through a ticket queue
- Build and refine reports and dashboards for forecasting, pipeline health, territory performance, activity tracking, and renewal risk
- Maintain data integrity and hygiene across accounts, contacts, opportunities, subscriptions, and renewals
- Document standard processes, field definitions, and workflows
- Partner with sales, marketing, finance, and delivery teams to translate business needs into practical Salesforce solutions
- Support integrations between Salesforce and connected tools
- Deliver training, office hours, and enablement materials
- Identify gaps, friction, and inefficiencies in the platform
- Work on ad hoc projects and strategic initiatives
Business AnalysisCross-functional collaboration