Salesforce CRM Analyst

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

📋 Description

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

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

• Configure and uphold Salesforce using 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 in the configuration, testing, deployment, and support of Salesforce AI functionalities, including Agentforce agents and Prompt Builder solutions.

• Collaborate with business analysts, developers, stakeholders, and the CRM team regarding enhancements and system challenges.

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

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

• Monitor system health, data integrity, and user feedback.

• Identify opportunities to enhance business processes, user experience, and Salesforce adoption.

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

• Keep abreast of Salesforce capabilities and propose enhancements.

• Support a global user community across various business units and processes.

⛳️ Requirements

• Salesforce Certified Platform Administrator.

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

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

• Knowledge of Salesforce security concepts, encompassing users, roles, profiles, permission sets, and sharing.

• Experience in troubleshooting user issues and providing daily application support.

• Strong analytical and problem-solving abilities with meticulous attention to detail.

• Excellent written and verbal communication skills.

• Capacity to prioritize multiple requests and manage work efficiently in a fast-paced environment.

• Experience in gathering requirements and translating business needs into system solutions.

• Proficient in Microsoft Excel and other Microsoft Office applications.

• Preferred: Salesforce Certified Agentforce Specialist.

• Preferred: Salesforce AI Associate.

• Preferred: Salesforce Data Cloud Consultant.

• Preferred: Trailhead Agent Blazer status and other Trailhead Badges/Super Badges.

• Preferred: Familiarity with Salesforce Flow automation.

• Preferred: Experience with Salesforce AI functionalities, including Agentforce, Einstein, Prompt Builder, Claude Code, and Cursor.

• Preferred: Experience with Agile delivery methodologies and User Acceptance Testing.

• Preferred: Experience working in Salesforce Lightning Experience.

🏝️ Benefits

• Medical, life, and dental insurance.

• Asociacion Solidarista.

• International Share Save Plan.

• Flex Work/Work from home.

• Paid time off.

• Annual Performance Bonus.

• Education Reimbursement.

• Family Bonding.

• Bereavement Leave.

• Referral Program.

• Equal Opportunity Employer.

• Disability accommodation.