Salesforce Specialist Remote

Full-time

YO AI Labs

New York, NY

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. Youll 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.

Apply

Vacancy posted 16 days ago

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