Salesforce Specialist - Remote at YO AI Labs
Job details
Use AI to assess how you fit
About this role
Salesforce Specialist Role Type: Contractor Location: Remote Required Skills
Salesforce CRM
Salesforce Workflow & Automation
Salesforce Reports & Dashboards
CRM Data Management
Lead & Opportunity Management
Business Process Automation
Job Summary We are engaging Salesforce Specialists to contribute expert knowledge and practical experience to a customer project focused on real-world Salesforce workflows. You'll apply your Salesforce expertise to complete and review workflows and contribute high-quality interaction data that supports the development of next-generation AI systems.
Complete and review realistic workflows within Salesforce.
Work with leads, contacts, accounts, opportunities, and other CRM records.
Create and manage Salesforce reports and dashboards.
Use Salesforce Flow and automation features to support common business processes.
Manage, organize, and validate CRM data accurately.
Explore Salesforce features and identify common real-world use cases.
Document the steps required to complete different Salesforce workflows.
Review workflows and provide feedback based on practical Salesforce experience.
Clearly explain Salesforce processes, tools, and workflow requirements.
Preferred Qualifications
Strong hands-on experience using Salesforce CRM .
Experience managing leads, contacts, accounts, opportunities, and other CRM records.
Familiarity with Salesforce Flow, automation, reports, and dashboards.
Experience using Salesforce for sales, CRM, or business operations workflows.
Strong understanding of CRM data management and business processes.
Ability to explain Salesforce workflows clearly and accurately.
Strong attention to detail and problem-solving skills.
Salesforce certifications are a plus but not required.
Originally posted on Himalayas