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Salesforce Administrator
1 month ago
We seek a Salesforce Administrator to join our Business Systems team who will play a pivotal role in assisting to manage our instance of Salesforce and acting as the SME for all connected apps including Certinia PSA (Professional Services Automation), DealHub CPQ, and other systems. You will be working with a team to manage the inbound issues and ongoing build of the Loftware Salesforce instance and associated systems.
Your responsibilities will include intake & triage of new request tickets, administering and configuring these systems to ensure stability, supporting data integrity, and ensuring systems are setup to support efficient operation of various organizational functions.
Responsibilities:
Salesforce:
- Handle various SFDC-related requests with varying level of urgency across the business
- Work closely with a salesforce architect and key business stakeholders to identify business requirements and translate them into Salesforce Solutions while leveraging best practices.
- Take an active part in technical Salesforce projects through Discovery, Solution Design, Implementation and Support.
- Collaborate across all levels of the organization in identifying and prioritizing operational improvements to address the company's evolving needs.
- Collaborate with our Salesforce Administration Team to help shape the vision for the internal and external use of Salesforce. Work to identify opportunities to develop new and better solutions.
- Drive Salesforce adoption across the organization to ensure maximized use of the platform to drive business growth.
- Help create a basic Salesforce training program for new users and update existing documentation.
- Administer and configure the Certinia PSA system to meet business requirements and best practices.
- Manage user access, security settings, roles, and profiles within the Certinia PSA System.
- Identify opportunities for process improvement and automation within the Certinia PSA system to streamline workflows and increase productivity.
- Provide ongoing support, troubleshooting, and resolution of user issues related to the Certinia PSA system.
- Perform regular system updates, patches, and upgrades to keep the Certinia PSA system current, secure, and scalable.
- Administer and configure the DealHub CPQ platform to align with business requirements, pricing strategies, and sales processes.
- Manage user access, security settings, roles, and permissions within the CPQ system.
- Customize workflows, approval processes, and document templates to automate quoting working with Sales Stakeholders.
- Collaborate with product management and pricing teams to ensure accurate and up-to-date product and pricing information in the CPQ platform.
- Conduct user training sessions and provide ongoing support to sales teams, channel partners, and stakeholders on CPQ system usage and best practices.
- Serve as the primary point of contact for CPQ-related inquiries, troubleshooting, and issue resolution.
- Administer and configure other systems to ensure alignment with business requirements.
- Intake, triage, and execute support cases which require Business Systems support.
- Manage user access, security settings, roles, and profiles within systems.
- Identify opportunities for process improvement and automation within the systems to streamline workflows and increase productivity.
- Perform regular system updates, patches, and upgrades to keep the systems current, secure, and scalable.
- Constantly evaluate our Business Systems infrastructure / architecture and make suggestions for improvements.
- 4+ years of hands-on Salesforce Administration experience.
- Salesforce Admin Certification.
- Ability to manage Users, Roles, Profiles, Standard & Custom Objects, Record Types, Page Layouts, Fields.
- Ability to create and manage Validation Rules.
- Experience in building and maintaining Salesforce Flows.
- Experience with Data Management and cleansing, including data loader and other data tools such as ZoomInfo and Ringlead.
- Experience working in Sandbox environments and utilizing Change Sets.
- Hands on experience with a CPQ platform.
- Hands on experience with Certinia PSA.
- Ability to perform internal system audits and prepare for application upgrades & system enhancements.
Nice-to-Have:
Experience with Data Visualization tools (Power BI, Qlik Sense, Tableau) desired, but not required.
About Loftware
Loftware, Inc.’s end-to-end cloud-based labeling platform helps businesses of all sizes manage labeling across their operations and supply chain, and our solutions are used to print over 51 billion labels every year. Offering the industry’s most comprehensive digital platform with SaaS, cloud-based and on-premise solutions, Loftware redefines how enterprises create, manage and print complex labeling and packaging artwork and scale across their operations. Loftware solutions integrate with SAP®, Oracle® and other enterprise applications to produce mission-critical barcode labels, documents, RFID smart tags and packaging artwork.
Our combined platform enables customers to uniquely meet regulatory mandates, mitigate risk, reduce complexity, ensure traceability, improve time to market and optimize costs as they meet customer-specific, brand, regional and regulatory requirements with unprecedented speed and agility. No matter what the challenge – digital transformation, time to market, or brand authenticity - Loftware is committed to helping companies make their mark.