Comfort Windows is seeking a CRM and Systems Associate to help leverage Salesforce tools by providing support & training, scope out enhancements, document workflows & assist with report/dashboard creations. Our ideal candidate will possess strong organizational, communication, problem-solving, multi-tasking, and technical skills to help leverage Salesforce tools by providing support & training, scope out enhancements, document workflows & assist with report/dashboard creations.
Assist with basic Salesforce administrative functions such as user accounts, profiles, roles, reports, dashboards, workflows, automation's, custom fields, objects, page layouts, records management, and validation rules
Support new user setup and training
Create and maintain process and training documentation
Provide excellent support service including bug fixing and maintenance
Troubleshoot process builder, workflow rules, approval process, validation rule errors, etc.
Develop, maintain and perform processes to continuously monitor data quality and integrity
Maintain database integrity and accuracy including cleansing and duplicate record management
Map and load data using a data loading tool like data loader and data import wizard
Develop, run, update and export Salesforce reports and dashboards to support and monitor daily activity and key performance measures
Work with other integrated apps to ensure proper connection and data flow
Other tasks as assigned
Existing Salesforce administrative experience highly desirable
Excel experience required
HTML experience required
Excellent communication skills
Strong documentation writing skills
Great analytical and problem solving skills
Data analysis skills & pattern recognition abilities
Understanding of the Salesforce platform, including standard features, configuration approaches, administrative and end user activities
Ability to self-manage and adapt to changing priorities as needed
Adept with multiple software systems and willing to learn new products
Comfort Windows is Upstate NY's #1 home remodeling contractor with 40 years of experience in the home improvement industry. As a family-owned contractor, we manufacture locally and install using only our own trained employees. For everything from replacement windows to basements, siding to bathrooms, doors and more, you can depend on Comfort Windows to do the job right; from start to finish.