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. You’ll 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.