Salesforce CRM Consultant

  • Full-Time
  • Poughkeepsie, NY
  • DNL Omnimedia
  • Posted 3 years ago – Accepting applications
Job Description

Job Type: Full Time
Location: Poughkeepsie, NY Remote/Anywhere

Setup, customize and develop Salesforce.com instances for multiple clients. Support and empower nonprofit organizations and charities in their missions.

Responsibilities
  • Setup, customize and develop Salesforce.com and related app implementations, drawing on your relevant past experience and understanding of best practices surrounding CRM, lead flow management, Custom Objects, Relational Data, and Salesforce.com
  • Ensure that the configuration of our clients’ Salesforce.com installations and associated systems are implemented according to their needs and best practices
  • Ensure that CRM installations run as intelligently and efficiently as possible through continuous improvement and management
  • Normalize data provided by the client for import into Salesforce.com
  • Perform bulk import operations into Salesforce.com via Data Loader utility
  • Create custom reports and report types
Qualifications
  • Fluency in the English language
  • Excellent organization, interpersonal and communication skills
  • Ability to work independently and prioritize tasks without a project manager
  • Ability to work collaboratively with team members and a project manager on complex projects
  • Strong attention to detail and astute diagnostic skills
  • Ability to analyze complex problems, develop creative solutions
  • Strategic and forward-planning thought process
  • Experience working with cross-functional teams in an unstructured environment
  • Ability to learn quickly and to operate in a fluid, fast-paced environment
  • Proven ability to overcome obstacles
  • B.S. in related field or equivalent hands-on experience
  • 3+ years working in business analysis, project management or similar role
  • 2+ years experience implementing or administrating a Salesforce.com using sales, marketing, and CRM objects
  • Expert in Microsoft Excel 2010+ with strong knowledge of filters, text functions, lookup functions, data formatting, and Array Formulas
  • Understanding of online marketing acquisitions and program management
  • Understanding of CRM and customer care systems management
  • Experience with Salesforce.com data migration
  • Experience with Luminate CRM, CauseView, RoundCorner, or Affinaquest a plus

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