Salesforce Solution Manager
OnHiresSan Francisco, CA16 days agoFull-time
Our client is a leading provider of advanced liquidity and technology solutions for the crypto and FX industries, serving brokers, exchanges, and financial institutions worldwide. As the Salesforce Solution Manager, you will optimize Salesforce as a cornerstone of operational excellence, driving efficiency, innovation, and seamless business workflows. This pivotal role combines strategic leadership and hands-on expertise to align Salesforce with evolving business needs, unlock its full potential, and support the company's continued growth.
Key Responsibilities:
• Salesforce Configuration and Customization:
• Design, configure, and customize Salesforce workflows, user permissions, fields, reports, and dashboards tailored to business needs.
• Act as the primary administrator, managing user access, permissions, and overall system security.
• Workflow Automation and Process Optimization:
• Automate lead management and sales funnel processes to improve efficiency.
• Collaborate closely with internal teams to design and implement business workflows, leveraging Salesforce’s Flow Engine to build end-to-end solutions for processes like invoicing, approvals, and cross-department collaboration.
• Expert Advisory and Solution Building:
• Serve as a trusted advisor, guiding stakeholders on the best approaches to leverage Salesforce for business transformation. Analyze business needs and propose scalable solutions, ensuring they are aligned with the platform’s capabilities.
• Integration Strategy and Ecosystem Development:
• Strategically integrate tools like Zendesk, Slack, and Jira into Salesforce.
• Evaluate cutting-edge Salesforce apps and external integrations to support business growth and align the system with industry-leading practices.
• Data Governance and Insights:
• Implement and enforce data governance policies to ensure accuracy and consistency.
• Conduct regular audits and address data discrepancies proactively.
• Deliver actionable insights through advanced analytics and dashboards, ensuring business leaders have access to relevant KPIs and forecasts.
Required Qualifications:
• Expertise in Salesforce configuration, customization, and administration.
• Proven ability to implement complex workflows and business processes in Salesforce, including hands-on experience with Flow Engine.
• Knowledge of Salesforce integrations and APIs for connecting third-party tools.
• Strong understanding of data governance and validation rules.
• Excellent project management and stakeholder collaboration skills.
• Experience working in or with top-tier consulting firms such as Accenture or Salesforce partner companies is highly preferred.
Preferred Qualifications:
• Salesforce Administrator, Advanced Administrator, or Platform App Builder certifications.
• Strong analytical skills for data-driven decision-making.
• Familiarity with AI-driven tools like Einstein Analytics.
• Experience optimizing Salesforce in a high-demand, fast-paced environment, particularly for fintech or B2B services.
• Understanding of Agile methodologies for iterative improvements.