Position Overview
LeanScale is seeking a skilled and motivated Systems Consultant to join our team. As a Systems Consultant, you will be responsible for maintaining, customizing, and optimizing our Salesforce/Hubspot platform and 3rd party tools to meet the needs of our organization and ensure smooth operations.
Responsibilities
- Salesforce Configuration: Customize Salesforce/Hubspot by configuring objects, fields, page layouts, workflow rules, validation rules, and other platform features to support various business processes.
- User Management: Create and manage user profiles, roles, permissions, and access settings to ensure data security and appropriate access levels.
- Data Management: Import, export, and maintain data within Salesforce/Hubspot, ensuring data integrity and cleanliness through regular data audits and cleansing activities.
- Reporting and Dashboards: Create and manage reports and dashboards to provide insights into sales, marketing, and service performance, enabling data-driven decision-making.
- Process Automation: Build and maintain automated processes using workflow rules, process builder, and approval processes to streamline business operations and improve efficiency.
- Third-Party Integrations: Integrate Salesforce/Hubspot with external applications and tools to enhance productivity and data synchronization.
- Platform Upgrades: Stay updated on Salesforce/Hubspot releases and new features, planning and executing platform upgrades and enhancements as needed.
- System Maintenance: Monitor system performance, troubleshoot issues, and coordinate with the IT team to address and resolve technical challenges.
- Security and Compliance: Implement security best practices and ensure compliance with data privacy regulations and internal policies.
Requirements
- Salesforce/Hubspot Experience: A minimum of 2 years of hands-on experience as a Salesforce System Administrator, working with Salesforce Lightning or Hubspot.
- Certification: Salesforce/Hubspot Administrator Certification is required.
Technical Skills: Proficiency in Salesforce/Hubspot configuration, data management, and process automation. Knowledge of Apex and Visualforce is a plus. - Problem-Solving: Strong analytical and problem-solving skills to identify and resolve system issues and improve processes.
- Collaboration: Ability to work collaboratively with cross-functional teams to understand business requirements and translate them into Salesforce solutions.
- Communication: Excellent communication skills to provide training, support, and interact with stakeholders at all levels.
- Adaptability: Capacity to adapt to changing requirements and implement new Salesforce features and updates.
Start Your Application Today
Join LeanScale, where you will have the opportunity to make a significant impact on our clients’ revenue growth, lead high-performing teams, and contribute to the success of our revenue operations consulting firm.