Systems Consultant at LeanScale

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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.


  1. Salesforce Configuration: Customize Salesforce/Hubspot by configuring objects, fields, page layouts, workflow rules, validation rules, and other platform features to support various business processes.
  2. User Management: Create and manage user profiles, roles, permissions, and access settings to ensure data security and appropriate access levels.
  3. Data Management: Import, export, and maintain data within Salesforce/Hubspot, ensuring data integrity and cleanliness through regular data audits and cleansing activities.
  4. Reporting and Dashboards: Create and manage reports and dashboards to provide insights into sales, marketing, and service performance, enabling data-driven decision-making.
  5. Process Automation: Build and maintain automated processes using workflow rules, process builder, and approval processes to streamline business operations and improve efficiency.
  6. Third-Party Integrations: Integrate Salesforce/Hubspot with external applications and tools to enhance productivity and data synchronization.
  7. Platform Upgrades: Stay updated on Salesforce/Hubspot releases and new features, planning and executing platform upgrades and enhancements as needed.
  8. System Maintenance: Monitor system performance, troubleshoot issues, and coordinate with the IT team to address and resolve technical challenges.
  9. Security and Compliance: Implement security best practices and ensure compliance with data privacy regulations and internal policies.


  • 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.