Salesforce Solutions Analyst

2 weeks ago


Atlanta, Georgia, United States Truehold Full time
Job Overview

Position Summary:

As a Salesforce Solutions Analyst at Truehold, you will be instrumental in enhancing our real estate asset management system. Collaborating with both technology and operations teams, your focus will be on driving automation and refining processes, often initiating improvements from the ground up.

Primary Responsibilities:

  • Conduct thorough analysis and mapping of business processes across various departments. Utilize these insights to work alongside management in crafting actionable workflows.
  • Implement your findings by designing, testing, and deploying Salesforce functionalities that support diverse business initiatives and process enhancements. This includes optimizing existing workflows on our Salesforce platform and overseeing projects from inception to completion.
  • Lead integration efforts for our core platform and tools, ensuring seamless connections between Salesforce and other essential platforms within our ecosystem, including top-tier real estate software for Property Management, Inspection, Scheduling, and more.
  • Create and maintain comprehensive documentation regarding Salesforce processes, system configurations, and related training resources.
  • Collaborate with operations managers to promote the adoption of new processes and technologies.

Qualifications:

  • Bachelor's degree in Information Systems, Business Administration, or a related discipline.
  • A minimum of 3 years of experience in implementing workflow and automation solutions, with a strong grasp of Salesforce architecture and data models.
  • A genuine enthusiasm for driving automation and operational efficiency.
  • A natural curiosity and a proven ability to collaborate effectively.
  • Demonstrated experience in designing and executing Salesforce solutions that enhance business processes.
  • Familiarity with API integrations and knowledge of other enterprise software platforms.
  • Strong analytical capabilities, including the ability to query data and generate detailed reports and dashboards.
  • Proficiency in diagnosing and articulating both human and system-related errors.
  • Understanding of residential real estate operations, particularly within the Single Family Rental asset class, is highly advantageous.

About Truehold:

Truehold stands as the leading provider of residential sale-leasebacks in the nation, offering homeowners a pathway to unlock their equity without incurring debt or relocating. Our team comprises industry experts dedicated to facilitating over $400 million in home equity for hundreds of residents across multiple cities. Our mission is to redefine senior living, allowing individuals to enjoy their health and wealth as they age, all while retaining their homes.



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