CRM and Automation Specialist at Outsource Access

The CRM and Automation Specialist plays a crucial role in managing and optimizing our Salesforce environment, ensuring an outstanding user experience and peak system performance. This position involves responding to user inquiries, troubleshooting issues, assisting with system configuration, and acting as a key liaison between users and the Salesforce development team. The ideal candidate will possess strong technical skills, extensive experience with Salesforce and Zapier, and a commitment to enhancing user satisfaction and operational efficiency. Your expertise in these platforms will be instrumental in streamlining processes and driving productivity across the organization.

Key Responsibilities:

• Error Troubleshooting: Monitor and resolve Salesforce and Zapier errors to ensure smooth operations.
• User Support: Provide expert assistance to users, addressing inquiries and resolving issues.
• Reporting & Dashboards: Create and manage Salesforce list views, reports, and dashboards.
• Data Integrity: Ensure data accuracy during process updates and new feature rollouts (ETL).
• Research & Support: Work with Salesforce support and third-party providers to resolve development issues.
• Quality Assurance: Test new features and updates before deployment to ensure functionality.
• User Feedback: Collect and analyze feedback to improve the Salesforce experience.
• Salesforce Configuration: Assist with configuring custom objects, workflows, and reports.
• Training & Documentation: Conduct training sessions and create user guides for Salesforce users.
• Access Management: Manage user access and permissions within Salesforce.
• Data Management: Support data migration, cleansing, and management tasks.

Requirements

• Bachelor's degree in Computer Science, Information Technology, or a related field.
• 2+ years of experience supporting Salesforce, preferably in a technical or customer-facing role.
• Experience with integration tools like Zapier is a required.
• Familiarity with Salesforce CRM features, functionality, and application capabilities.
• Experience with data management tools and practices, including data import/export, cleansing, and reporting.
• Strong analytical skills for troubleshooting issues and proposing effective solutions.
• Excellent communication skills for interacting with users at all levels, both technical and non-technical.
• Ability to collaborate with cross-functional teams to implement system enhancements.
• Proficient in creating documentation and delivering training for end-users.
• Ability to work independently and as part of a collaborative team.

Benefits

EARN UP TO PHP 60K!

• HMO
• Group Life Insurance Benefit
• Virtual Credit Card
• Paid Leaves
• Government Benefits
• Other exciting benefits to be discussed

Supplemental pay types:

• 13th month salary
• Overtime pay
• Night Differential

Outsource Access is an award-winning company that helps entrepreneurial businesses realize their potential.

Created by a US entrepreneur frustrated by the shortcomings of other outsourcing firms, OA is an offshore fully-managed virtual assistant and outsourcing services provider in the Philippines with over 450 employees expanding to 1000+. The majority of our growth has been driven by referral of existing Clients due to our commitment to quality.

As a customized outsourcing solution we help businesses redefine how they scale by providing highly-skilled and cost effective virtual staff in the areas of sales, marketing, HR, customer service, operations, bookkeeping, admin tasks, and more.

We have served thousands of clients in more than 50 industries such as manufacturing, healthcare, construction, real estate, retail, e-commerce, legal and professional services, and more.