Salesforce Specialist

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🕒 August 2, 2025

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Expert VA

WebsiteLinkedInAll Job Openings

11 - 50 employees

🤝 B2B

🛍️ eCommerce

👥 HR Tech

B2B • eCommerce • HR Tech

Expert VA is a virtual assistant service provider that delivers expert-level support to help businesses operate efficiently and grow. The company employs highly experienced virtual assistants who are trained to manage a variety of tasks such as customer support, digital marketing, and real estate assistance among others. Expert VA emphasizes a structured approach to business processes and offers time-tracking software to enhance productivity, allowing business owners to focus on their core activities.

📋 Description

• Manage and maintain Salesforce CRM, ensuring data accuracy and system integrity. • Customize fields, workflows, automation, dashboards, and reports in Salesforce to support business needs. • Provide technical support and training to users on Salesforce best practices. • Troubleshoot Salesforce issues, liaise with stakeholders, and implement solutions. • Work with third-party tools and integrations (e.g., Zapier, API connections). • Develop and maintain custom reports and dashboards in Salesforce and other reporting tools. • Ensure data hygiene by monitoring and cleaning records regularly. • Assist in automating reporting processes for efficiency. • Handle general administrative tasks such as ticket resolution. • Assist teams with data entry, organization, and workflow optimization. • Support leadership with presentations, reports, and process documentation.

🎯 Requirements

• 2+ years of experience in Salesforce administration, data analysis, or related roles. • Proficiency in Salesforce reporting, dashboards, and automation tools • Experience with Excel, Google Sheets, and other similar tools • Strong technical and problem-solving skills. • Excellent organizational, communication, and documentation skills. • Ability to work independently and manage multiple tasks efficiently. • Experience with third-party tools like Zapier, Slack, or other SaaS platforms is a plus. • Salesforce certification (Admin, Advanced Admin, or relevant specialization) is a plus.

🏖️ Benefits

• Fun working environment • PTO • HMO • And More!