Salesforce Administrator

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

📋 Description

• Develop and oversee user records, access permissions, and levels.

• Customize Salesforce and Certinia for the Sales and Service Delivery teams, including the creation of custom objects, fields, workflows, and process automation for comprehensive Professional Services processes.

• Manage platform data, including executing data queries and performing updates.

• Keep abreast of major release updates from Salesforce and Certinia, testing new features, and conducting system upgrades and maintenance.

• Offer insights to business teams regarding Salesforce and Certinia release features and functionalities.

• Document system configurations, processes, and best practices for platform usage.

• Liaise with Salesforce and Certinia to report issues, request assistance, and remain updated on features and enhancements.

• Identify enhancements in process and platform utilization to improve organizational efficiency.

• Assess and implement AppExchange and Certinia packages that support business operations.

• Collaborate with stakeholders to convert requirements into scalable and secure technical solutions.

• Troubleshoot issues related to Salesforce and Certinia PSA and deliver prompt user solutions.

⛳️ Requirements

• Over 3 years of hands-on experience with Salesforce Sales Cloud and Certinia, including PSA, Accounting, and Revenue Management modules, as well as Analytics Studio and Financial Report Builder.

• Experience in integrating Salesforce and Certinia processes with Slack is an advantage.

• Salesforce Certified Administrator or Salesforce Certified Platform App Builder certification.

• Proficient in configuring and testing new PSA and Salesforce functionalities.

• Ability to collaborate cross-functionally with various stakeholders, including Service Delivery, Sales, Finance, IT, and Operations.

• Comfortable navigating ambiguity and enthusiastic about building innovative solutions.

• Bachelor’s or Master’s degree in Business, Information Technology, or a related field.

• Proficient in using Google Sheets, Slides, and Docs, leveraging these tools for reporting and executive communications.

• Familiarity with AI tools to enhance internal processes.

• Experience in a Consulting or Professional Services environment.

• Team-oriented mindset with a collaborative approach, capable of building trust and alignment swiftly.

• Strong business acumen and communication skills for engaging with executive stakeholders.

• Ability to influence decision-making and drive the adoption of scalable solutions.

• Self-motivated with excellent project management and organizational abilities.

• Commitment to continuous learning and staying updated with the evolving Salesforce and Certinia ecosystems.

• Current legal authorization to work in Mexico; Caylent is unable to sponsor visa or work permit applications at this time.

🏝️ Benefits

• 100% remote work.

• Medical Insurance for you and eligible dependents.

• Generous holidays and flexible PTO.

• Competitive phantom equity.

• Coverage for exams and certifications.

• Peer bonus awards.

• State-of-the-art laptop and tools.

• Equipment & Office Stipend.

• Individual professional development plan.

• Annual stipend for Learning and Development.

• Opportunity to work with an incredible global team in a fantastic corporate culture.