Salesforce Project Coordinator

  • location: New York, NY
  • type: Temp to Perm
  • salary: $40 - $50 per hour
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job description

Salesforce Project Coordinator

job summary:
The Salesforce Coordinator will possess Salesforce platform experience and a solid understanding of core business processes to effectively assist System Administrators in overall training and adoption strategy across multiple departments within the company. The role will support the Salesforce Administrator to help equip the sales and other teams with the knowledge and skills to make the best use of Salesforce.

In addition, this role will work with the rest of the operations team to address day to day support issues for external users and report to the Director of Operations (CRM).

location: New York, New York
job type: Contract
salary: $40 - 50 per hour
work hours: 9am to 5pm
education: Bachelors
Duties and Responsibilities:

Specifically, these duties will include, but not be limited to:


  • Responsible for submitting helpdesk tickets to ensure proper system set up of local users' profiles and rights
  • Manage user audit and maintenance including role/profile reassignment, updates and deactivation tickets
  • Support day to day governance of Salesforce platform
  • Provide day to day user support by trouble shooting issues and providing solutions for proper Salesforce usage
  • Provide day to day support via email and telephone to troubleshoot and resolve customer issues.
  • Assist in testing new Salesforce functionality
  • Participate in business requirements and technical requirements meetings
  • Create functional business requirements documentation
  • Audit contact, account, and lead data to eliminate duplicate and outdated records
  • Training
  • Develop high quality training materials including standard operating procedures, presentations and cheat sheets for all users across various functions
  • Consistently maintain and update training materials based on new functionality and to ensure best practices are adhered to
  • Execute scheduled training presentations with the goal of ensuring the maximum effectiveness of the Salesforce platform
  • Deliver training via on-site presentations, virtual, or through written documentation
  • Reporting
  • Support ad hoc Salesforce reporting requests
Professional Experience / Requirements:

  • Bachelor's Degree in computer science or related field
  • 1-3 years' experience in Salesforce platform
  • Fluent in all Microsoft Office Applications
  • 3-5 years' experience in a business setting
  • Ability to prioritize in a fast-paced environment
  • Strong project management skills
  • Strong attention to details, excellent planning and organization skills
  • Well-developed interpersonal and communication skills
  • Resourceful and adaptive to change

    • Effective multitasking skills and time management
skills: Technology Skills / Platforms required:

  • Salesforce CRM
  • Salesforce CPQ
  • SQL Server Management & Scripting
  • Windows OS
  • MS Office Suite

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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