Salesforce Administration & Data

 Published a month ago
 not specified
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The Opportunity

Sitetracker is looking for an internal Operations Analyst - Salesforce Administration & Data who reports to the Customer Success Operations Manager and is responsible for operational stability, administration, configuration, customization, data integrity and maintenance in our salesforce platform to support our Customer Success Managers. 

The day-to-day activities for the role include:

*Internal Process Configuration & Maintenance work

*Tool and resource creation that support the Customer Success Manager's objectives

*Internal Salesforce Instance Data integrity management, security and data governance procedures.

*Document and maintain system configuration, processes, and procedures.

This role leverages Salesforce technology to streamline processes, configure new workflows, compile essential data, and provide actionable insights to support business goals and objectives. Collaborating closely with other teams and CS leaders, you will serve as their trusted partner in ensuring:

*Tools and processes are implemented and maintained in a timely

*The data used for customer management, analysis and strategy planning is accurate and consistently updated.

The preferred candidate possesses salesforce administration skills along with skills in facets of data management, including collection, validation and visualization. 


The Skill Set:
  • High attention to detail while working in a fast-paced environment. 
  • Salesforce Administration
  • Configure and customize Salesforce to support business processes and objectives.
  • Salesforce configuration updates & changes, including (but not limited to): Flows, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, dashboards, and reports
  • Manage user accounts, profiles, roles, permissions, and security settings.
  • Create and maintain custom reports, objects, fields, formulas, validation rules, flows, and marketing cloud integrations.
  • Implement and maintain automation processes using flows and other automation tools.
  • Independently build detailed data capture as per the defined scope of requestsAbility to identify data collection improvements (Automation, streamline, new data points etc)

Data management 
  • Reporting and dashboarding, data mining, data management 
  • Determine the timing and format for collecting and managing customer data within the Sitetracker data systems.
  • Ability to create sustainable and repeatable trend reporting and awareness of key KPI activity
  • Proven analytical skills, including mining, evaluation, and visualization

Cross-collaboration within Sitetracker for data capture improvements
Strong user skills in Excel, Google Sheets, Google Slides, etc
Stay updated on Salesforce updates, releases, and best practices and implement new features as appropriate

Within 60 Days, You'll:
  • Understand the internal Salesforce org configuration 
  • Develop a detailed understanding of the customer data points and the impact on the Sitetracker business
  • Create reports and dashboards to visualize Sitetracker data
  • Analyze source data and perform data migrations
  • Understand and execute salesforce administration actions to fulfil operations requests to meet business needs
  • Understand the primary and secondary data sources and collection processes within the Sitetracker data systems.
  • Develop and document data collection tracking and updating processes (playbook) for increased accuracy/integrity and timeliness of the data

Within 180 Days, You'll:
  • Full Ownership of operations requests related to Customer Success and Post Sales Salesforce administration and maintenance
  • Define technical requirements from internal customers for business process improvement requests
  • Assist in system architecture design for new processes and flows Proficiently handle user management, optimizing profiles, permissions, and roles for items rolled out under CS operations
  • Excel in creating and maintaining object and field-level functionality, while leveraging formulas, validation rules, and flows to streamline customer success operations
  • Increase the efficiency of data collection and accuracy
  • Take operational ownership and be the go-to expert and owner for all customer-related data integrity
  • Build a dashboard to easily review the timeliness of data updates and automate calls to action for teams to update data
  • Perform business process testing during upgrades of the internal Salesforce and Sitetracker instances.

Within 365 Days, You'll:
  • Take full ownership of the automated data integration processes
  • Own process configuration projects to support the Customer Success goalsIdentify cross-functional processes that align processes and customers’ data across teams for increased flow and analysis.
  • Analyze and streamline data captured in Sitetracker data Systems (reduce redundancy, add validations and increase automation)Work directly with the Operations Manager to increase workflows and validations of System data collection functionality.


About Sitetracker


Sitetracker was founded ten years ago with the singular focus of solving a problem that was first recognized within the telecommunications industry; how to effectively manage the volume, variety, and velocity of critical infrastructure projects needed to meet the demand of expanding wireless and cellular service.  That problem has become even more pronounced due to the eventual explosion of 5G.  Being able to effectively deploy infrastructure is going to be the differentiator between leading telecommunication providers. 


However, over the years, we realized that this challenge isn’t localized to telecommunications – it’s pervasive nearly everywhere and has reached an inflection point.  Utilities (such as gas and electric services), smart cities, and alternative energy all face similar challenges.  Sitetracker is the only full-lifecycle project management platform suited to support these companies and address these challenges.


We are exceptionally proud of the company we’ve built (we were recently recognized as the #2 place to work in San Francisco, as well as one of the top places to work in the entire United States).  Our people are extraordinary and we’re continuing to invest in our people-first culture.

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