What are the responsibilities and job description for the Salesforce Admin position at Peyton Resource Group?
Location : Dallas / Fort Worth, TX | Hybrid
Type : Direct Hire, Permanent
Position Overview :
We are looking for a certified Salesforce Admin who is comfortable with the core functionality of Salesforce, including :
- Administer, maintain, and enhance the Salesforce platform, with a focus on scalability to support high-volume operations.
- In-depth knowledge of Salesforce’s object and data model, with the ability to speak to the standard use-cases for all standard sales objects.
- Oversee the implementation and optimization of Field Service Lightning (FSL) to manage field technician scheduling, dispatch, and resource management.
- Integrate and support Salesforce with telephony tools (e.G., Regal Voice, RingCentral, Five9, or similar) to enable seamless customer interactions and track communication.
- Experience with third-party field sales tools (e.G., Leap, Spotio, TaskSalesLoft, HubSpot, or other CRM add-ons) to enhance lead management, sales automation, and reporting.
- Collaborate with sales, customer service, and operations teams to ensure Salesforce is tailored to meet the needs of the business.
- Can build and maintain Salesforce Flows, and can support the business with best practices.
- Provide training and support to end-users, ensuring teams are proficient in using Salesforce and integrated tools.
- Manage user roles, profiles, and permissions to ensure data security and compliance.
- Create and maintain reports, dashboards, and workflows to drive business insights and improve operational efficiency.
- Troubleshoot and resolve issues with Salesforce and integrated systems in a timely manner.
- Stay up-to-date with Salesforce releases and new features, making recommendations for system improvements and enhancements.
- Lead data migration efforts as needed for system upgrades or new tool integrations.
- Ensure proper documentation of all Salesforce configurations, customizations, and processes.
401(k) 401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Vision insurance
