CRM Administrator (Mid/Senior), Salesforce

This is a fully remote position, open to applicants in Brazil.

📋 Description

• Manage, sustain, and enhance the Salesforce platform, with a focus on Sales Cloud and/or Service Cloud;

• Set up and maintain custom objects, fields, record types, page layouts, validation rules, profiles, permission sets, and sharing rules;

• Create and refine automations utilizing Salesforce Flow;

• Develop and enhance sales funnels, customer journeys, and service workflows;

• Generate and oversee reports, dashboards, and both operational and managerial KPIs;

• Engage in the deployment and improvement of digital service channels, including Chatbots, WhatsApp, Omnichannel, Web Chat, and Messaging;

• Configure queues, routing, distribution, and prioritization of service requests;

• Collaborate with business units to collect requirements and implement enhancements;

• Discover opportunities for automation, process optimization, and operational efficiency improvements;

• Ensure governance, organization, and data integrity within the CRM;

• Develop and maintain functional and technical documentation for the solutions implemented;

• Provide training and user support for the platform, encouraging greater adoption and effective utilization of Salesforce.

⛳️ Requirements

• Bachelor’s degree in Information Systems, Software Engineering, Computer Science, Business Administration, Management Processes, or related fields;

• Demonstrated experience with Salesforce Sales Cloud and/or Service Cloud;

• Proficiency with Salesforce Flow (Screen Flows, Record-Triggered Flows, and Scheduled Flows);

• Understanding of Salesforce data modeling (objects, relationships, sharing model, and security);

• Experience in creating reports and dashboards to track KPIs;

• Salesforce certifications (Platform Administrator and/or Platform App Builder);

• Intermediate English proficiency for technical reading and writing.

• Preferred / Nice to have:

• Prior experience in banks, financial institutions, and/or payment institutions;

• Salesforce certifications (Sales Cloud Consultant and/or Service Cloud Consultant);

• Familiarity with operational metrics, commercial indicators, and customer experience (CX);

• Experience in digital transformation initiatives and continuous process improvement;

• Knowledge of LLM applications in CRM.

🏝️ Benefits

• 📆 Reduced 32-hour workweek: We offer a 32-hour weekly schedule for employees with time tracking;

• 🩺 Copay health insurance for employees and their dependents;

• 🩺 Clude Saúde: online medical services and other health solutions;

• 🦷 Copay dental plan for employees and their dependents;

• 🍽️ Meal and food allowance on the Eva Card flexible benefits card with an average value of R$ 1,600.00 monthly;

• 🏋🏻 Wellhub: a corporate fitness platform aimed at enhancing quality of life and well-being, offering access to partner gyms and studios for employees and dependents;

• 🏠 Home-office allowance of R$ 140.00 per month;

• 🖥️ Work infrastructure provided;

• 🎉 Birthday day off;

• 📚 Corporate University;

• 📚 Study grants for employees and their dependents, in accordance with company policy;

• 📚 Language course subsidies for employees, as per company policy;

• 👶🏻 Extended maternity leave of 7 months and extended paternity leave of 30 days, including support for adoptive parents;

• 😊 Life insurance;

• 🧠 Emotional health program and discounted psychological care for employees and their dependents via the Moodar platform;

• 🤑 Employee perks club offering exclusive discounts and partnerships for Efí employees.