Salesforce CRM Technical Analyst

Decision Foundry

4d•$140,000 - $160,000•Remote

About The Position

We are seeking a highly skilled Salesforce CRM Technical Analyst, for our client. You will be responsible to design, implement, support, and enhance the Salesforce Sales Cloud platform. This role is primarily technical and will focus on Salesforce development, integration, system administration, data management, security, and ongoing platform support. The ideal candidate has deep hands-on experience with Salesforce Sales Cloud implementations, complex system integrations, and enterprise-scale CRM environments, preferably within the AEC (Architecture, Engineering & Construction) or project-based industries.

Requirements

5–7 years of hands-on experience working with Salesforce Sales Cloud in a technical or techno-functional role.
Strong technical expertise in:
Salesforce configuration and administration
Apex, SOQL, Flows, and Lightning Web Components
Proven experience designing and supporting enterprise integrations using APIs and middleware platforms.
Solid experience with data migration, data quality management, and system integrations.
Strong understanding of CRM architecture and Sales Cloud data model.
Ability to work effectively with architects, developers, integration teams, and business stakeholders.
Strong analytical, troubleshooting, and documentation skills.
Hands-on integration experience with Oracle ERP & HCM, Deltek (Vantagepoint/Vision), and Microsoft Outlook / Microsoft 365

Nice To Haves

Experience in AEC, Engineering, Construction, or project-based industries.
Experience supporting Salesforce in large, complex, or multi-org environments.
Exposure to Salesforce Einstein, Agentforce, or AI-driven CRM features.
Salesforce certifications such as Salesforce Administrator, Platform App Builder, Platform Developer I (or higher), and Sales Cloud Consultant.

Responsibilities

Salesforce Platform Development & Configuration
Design, develop, and maintain Salesforce Sales Cloud solutions using:
Custom objects, fields, record types, page layouts, and Lightning Experience
Flows (record-triggered, screen, scheduled), validation rules, approval processes
Apex (classes, triggers, batch, schedulable) and SOQL/SOSL as needed
Lightning Web Components (LWC) for custom UI and extensions
Support end-to-end Sales Cloud processes including Accounts & Contacts, Lead management and conversion, Opportunity lifecycle and forecasting
Proposal and pipeline management
System Integration & Architecture
Design, implement, and support bi-directional integration between Salesforce and enterprise systems, including Oracle ERP (Financials), Oracle HCM, Deltek (Vantagepoint / Vision), Microsoft Outlook / Exchange / Microsoft 365.
Work with middleware and integration platforms (e.g., MuleSoft, Boomi, Informatica, Azure Integration Services, or equivalent).
Develop and maintain integrations using REST/SOAP APIs, platform events, and asynchronous processing.
Troubleshoot and resolve integration failures, performance issues, and data synchronization problems.
Data Management & Migration
Lead and support data migration, conversion, and synchronization efforts:
Data mapping, transformation, cleansing, and validation
Large-volume data loads using Data Loader, Data Import Wizard, or ETL tools
Establish and enforce data quality standards, duplicate management, and governance controls.
Support data-related activities during Mergers & Acquisitions (M&A) and system consolidations.
System Administration, Security & Compliance
Manage Salesforce administration activities including:
User provisioning, roles, profiles, permission sets, and sharing rules
Security model design aligned with business and compliance requirements
Monitor system health, performance, storage usage, and limits.
Ensure platform configurations align with Salesforce best practices and enterprise security standards.
AI, Automation & Emerging Capabilities
Support and configure Salesforce Einstein and Agentforce capabilities at a foundational level, including:
Einstein Activity Capture, forecasting insights, and opportunity insights
Basic AI-driven automation and recommendations
Collaborate with architects and business teams to evaluate AI use cases and roadmap opportunities.
Reporting, Analytics & Insights
Design and maintain advanced Salesforce reports and dashboards for sales performance, pipeline, forecasting, and KPIs.
Ensure Salesforce data is structured and available for downstream analytics platforms (e.g., Power BI).
Support data consumers with optimized reporting and performance tuning.
Production Support & Continuous Improvement
Provide Level 2/3 technical support for Salesforce incidents, enhancements, and defects.
Perform root cause analysis and implement permanent fixes.
Participate in release management, deployments, regression testing, and environment management (Dev/Test/UAT/Prod).
Proactively identify opportunities to optimize performance, scalability, and user experience.