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Salesforce Admin

4 months ago

Greater Boston Area, United States Zone & Co Full time

About Zone & Co.
Zone & Co is a leading SaaS company committed to freeing finance teams from the limitations of clunky, disparate systems and manual processes. Our rapidly growing portfolio of solutions is built on the oracle NetSuite platform (the leading cloud-based ERP software platform) and offers advanced automation and integration solutions to a wide spectrum of business-critical functions, including complex billing & revenue recognition, to off-the-shelf advanced reporting, Payroll, AP automation, payments, reconciliations, approvals and more.
Zone helps over 3,000 companies worldwide work smarter, faster and more securely, whilst maximizing platform value. We do this with a growing innovation-minded team with employees, based across North America, Europe and Asia Pacific.
Our journey is exciting and we welcome talented individuals looking to grow alongside us. If this sounds interesting to you, we'd love to hear from you
Learn more at or follow us on LinkedIn: .
About the Role:
Join Zone & Co. as our new talented Salesforce Admin This position will report to the Director of Sales Operations. In this role, you'll be pivotal in maintaining and enhancing our new Salesforce system. Responsibilities include project contribution, customization, reporting, data upkeep, and user support. We're seeking a proactive individual to help us elevate our Salesforce platform, gathering requirements, designing solutions, and managing the product roadmap. Your role will focus on ensuring user satisfaction through effective management, training, and solution design. We're seeking someone with a strong grasp of Salesforce, and adept at aligning technical solutions with business objectives. Change management, communication, and stakeholder engagement are key aspects of this role. If you're ready to have some fun and make a difference, apply now
Let's talk about responsibilities:

  • Manage Salesforce configuration changes, encompassing Workflow, Process Builder, Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards, and reports
  • Oversee all aspects of user and license management, including new user setup/deactivation, roles, profiles, permissions, public groups, OWD, and sharing rules
  • Manage the Sandbox environment
  • Identify and gather requirements, translating them into best practice, scalable solutions with a focus on exceptional user experience
  • Identify unused or underutilized platform features
  • Develop a platform roadmap, define priorities, and liaise with stakeholders.
  • Communicate any platform changes to end users and stakeholders
  • Manage data to improve Salesforce data quality, implementing rules and automation as needed
  • Proactively maintain the system, including Security Reviews, Release Updates, Health Check, and Optimizer
  • Address user support tickets and monitor and improve user adoption.
  • Conduct new user and ongoing user training
  • Handle day-to-day platform configuration, support, maintenance, and improvements.
  • Assess and document existing GTM processes and practices, providing best practice solution updates and recommendations
  • Collaborate with Operations and other Zone departments to create and maintain key reports and dashboards, and advise on data schema for external reporting
  • Adhere to Zone IT standards for employee onboarding, offboarding, and role/permission updates to align with security policies
  • Review and address the incoming queue of tickets for requesting new features and configuration changes


Requirements
Let's talk about the requirements for the role:

  • Strong Salesforce product knowledge and at least 3+ years of Salesforce Administration
  • Certified Salesforce Administrator or other certs (Trailhead Badges/Super Badges, Advanced Administrator, Platform App Builder Certified, etc.)
  • Comprehensive knowledge of Salesforce architecture and customization options
  • Additional experience using data analysis tools (Power BI, Tableau) a plus
  • Experience implementing Salesforce configuration changes, including (but not limited to): Workflow, Process Builder, Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards and reports
  • Must be able to effectively work on multiple tasks, prioritize, and communicate realistic expectations to users
  • Dramatic attention to detail
  • Strong project management experience
  • Solution-oriented mindset.
  • Enjoy working in a fast-paced environment with the freedom to make key decisions on your own


Benefits
At Zone, our benefits are designed to enrich your life beyond the workplace. Recognizing that work is just a fraction of your overall life experience, we are dedicated to providing robust support. As a fully remote company, we prioritize flexibility and balance. Explore our comprehensive list of benefits at .
Zone and Co is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity, or any other factor protected by applicable federal, state, or local laws.
We strongly encourage candidates of all different backgrounds and identities to apply. This is an opportunity for us to bring in a different perspective and we're eager to further diversify our company. Zone & Co is committed to building an equitable, inclusive, and supportive place for you to do some of the greatest work of your career.