Salesforce CRM Analyst

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

📋 Description

• Deliver daily end-user support by addressing cases submitted via Salesforce.

• Create, manage, and troubleshoot Salesforce users, profiles, permission sets, public groups, queues, roles, and sharing settings.

• Configure and uphold Salesforce utilizing declarative tools, such as custom objects, fields, page layouts, record types, validation rules, picklists, email templates, approval processes, and Flow.

• Develop and sustain reports and dashboards.

• Assist with the configuration, testing, deployment, and support of Salesforce AI functionalities, including Agentforce agents, Prompt Builder solutions, and intelligent automation.

• Work in collaboration with business analysts and developers to implement enhancements, resolve system issues, and fulfill business requirements.

• Engage in requirements gathering, solution design, User Acceptance Testing, release activities, and post-deployment validation.

• Create and maintain user documentation, knowledge articles, training materials, and support communications.

• Monitor system health, data quality, and user feedback to spot trends and identify areas for improvement.

• Enhance business processes, user experience, and Salesforce adoption through configuration, automation, and best practices on the platform.

• Configure Salesforce in accordance with governance, security, and change management protocols.

• Keep abreast of Salesforce platform capabilities and suggest enhancements.

⛳️ Requirements

• Salesforce Certified Platform Administrator.

• Over 3 years of experience in administering or supporting Salesforce.

• Experience in configuring Salesforce with declarative tools, including custom objects, fields, page layouts, validation rules, record types, reports, dashboards, and Flow.

• Knowledge of Salesforce security principles, including users, roles, profiles, permission sets, and sharing.

• Proven experience in troubleshooting user issues and offering daily application support.

• Strong analytical and problem-solving skills with a keen eye for detail.

• Excellent written and verbal communication abilities.

• Capacity to prioritize multiple requests and manage work efficiently in a dynamic environment.

• Experience in gathering requirements from stakeholders and converting business needs into system solutions.

• Proficiency in Microsoft Excel and other Microsoft Office applications.

• Experience supporting CPQ, Marketing Automation, or e-signature platforms is advantageous but not mandatory.

• Salesforce Certified Agentforce Specialist is preferred.

• Salesforce AI Associate is preferred.

• Salesforce Data Cloud Consultant is preferred.

• Trailhead “Agent Blazer” status and additional Trailhead Badges/Super Badges are preferred.

• Familiarity with Salesforce Flow automation is preferred.

• Familiarity with Salesforce AI functionalities, including Agentforce, Einstein, Prompt Builder, Claude Code, or Cursor is preferred.

• Experience with Agile delivery methodologies and User Acceptance Testing is preferred.

• Experience working in Salesforce Lightning Experience is preferred.

🏝️ Benefits

• Medical, life, and dental insurance.

• Asociacion Solidarista.

• International Share Save Plan.

• Flexible Work/Work from Home options.

• Paid time off.

• Annual Performance Bonus.

• Education Reimbursement.

• Family Bonding opportunities.

• Bereavement Leave.

• Referral Program.

• Inclusive and purpose-driven culture.

• Accommodations for disabilities or special needs.