Junior Salesforce Administrator

CallRevu

About The Position

The Junior Salesforce Administrator is responsible for the ongoing management, configuration, support, and optimization of the company’s Salesforce environment. This role ensures the CRM system is aligned with business needs and functions efficiently across departments. Responsibilities include system updates, enhancements, user management, reporting, security, integrations, and technical support. The ideal candidate is a proactive problem solver who can collaborate with multiple departments to design scalable solutions. They will play a critical role in maintaining data integrity, supporting automation initiatives, improving operational efficiencies, and driving Salesforce best practices, user adoption, and continuous improvement initiatives. Additionally, the Junior Salesforce Administrator must be data-savvy, with strong proficiency in Excel for data manipulation, analysis, and visualization.

Requirements

2+ years of experience as a Junior Salesforce Administrator or equivalent experience with a CRM system.
Strong technical aptitude with a deep understanding of Salesforce configuration, workflow automation, triggers, validation rules, permissions, and security models.
Proficiency in Microsoft Excel, including advanced functions (e.g., VLOOKUP, PivotTables, formulas).
Excellent organizational, analytical, and time management skills with the ability to work both independently and collaboratively.
Experience with data imports, exports, cleansing, and governance.
Ability to troubleshoot technical issues, analyze business requirements, and implement scalable solutions.
Strong communication skills to collaborate effectively across teams and train end users.
Experience managing third-party integrations and working with API-based applications.
Bachelor’s Degree or equivalent experience in business and technology.

Nice To Haves

Salesforce Administrator certification (preferred but not required).

Responsibilities

Manage and customize Salesforce to support business requirements, including fields, workflows, automation, reports, dashboards, record types, and security settings.
Perform regular system maintenance, including performance monitoring, health checks, security reviews, and compliance with data privacy policies.
Create and maintain Lightning pages, dashboards, and reports to provide actionable insights for various teams.
Develop and maintain end-state solution architecture for multi-cloud use cases, visually articulating solutions and ensuring system scalability.
Ensure accurate and efficient data entry, imports/exports, and bulk data operations while maintaining data integrity.
Leverage advanced Excel skills (e.g., VLOOKUP, PivotTables, formulas) to manipulate, analyze, and visualize large datasets for executive reporting and business insights.
Create and update training materials and documentation; host training sessions to ensure effective user adoption and process compliance.
Serve as the first point of escalation for junior Salesforce resources, assisting with troubleshooting and knowledge sharing.
Manage assigned Salesforce Helpdesk cases, focusing on escalations beyond Tier 1 support.
Monitor Salesforce product releases, assess their impact on system functionality, and proactively implement necessary enhancements.
Participate in Agile sprints, managing assigned Salesforce-related projects, ensuring timely completion, and aligning deliverables with sprint objectives.
Oversee operational quality and maintenance of integration applications, collaborating with third-party vendors and internal development teams.
Act as the primary point of contact for Salesforce vendors, coordinating development projects, communicating business needs, and performing QA on delivered solutions.
Identify and gather user and stakeholder requirements to enhance workflows, automation, and overall system efficiency.
Participate in technical implementation, testing automation, duplicate rule management, and ongoing system optimization.