Salesforce Specialist - Remote

YO AI Labs · via Himalayas ·

TypeContract
LocationUnited States
Posted1 hour ago
Salesforce Specialist
Role Type: Contractor
Location: Remote
Required Skills

Salesforce CRM

Salesforce Workflow & Automation

Salesforce Reports & Dashboards

CRM Data Management

Lead & Opportunity Management

Business Process Automation

Job Summary
We are engaging Salesforce Specialists to contribute expert knowledge and practical experience to a customer project focused on real-world Salesforce workflows. You'll apply your Salesforce expertise to complete and review workflows and contribute high-quality interaction data that supports the development of next-generation AI systems.
Responsibilities

Complete and review realistic workflows within Salesforce.

Work with leads, contacts, accounts, opportunities, and other CRM records.

Create and manage Salesforce reports and dashboards.

Use Salesforce Flow and automation features to support common business processes.

Manage, organize, and validate CRM data accurately.

Explore Salesforce features and identify common real-world use cases.

Document the steps required to complete different Salesforce workflows.

Review workflows and provide feedback based on practical Salesforce experience.

Clearly explain Salesforce processes, tools, and workflow requirements.

Preferred Qualifications

Strong hands-on experience using Salesforce CRM.

Experience managing leads, contacts, accounts, opportunities, and other CRM records.

Familiarity with Salesforce Flow, automation, reports, and dashboards.

Experience using Salesforce for sales, CRM, or business operations workflows.

Strong understanding of CRM data management and business processes.

Ability to explain Salesforce workflows clearly and accurately.

Strong attention to detail and problem-solving skills.

Salesforce certifications are a plus but not required.

Originally posted on Himalayas
salesforce-specialist salesforce-consultant crm-specialist salesforce-administrator
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