General Platform Support & Administration
User Management: Manage user profiles, roles, permission sets, and licensing for a large-scale user base, ensuring strict adherence to security compliance (SOX/GDPR).
Ticket Resolution: Triaging and resolving Level 1 and Level 2 support tickets via [Jira/ServiceNow], adhering to defined SLAs.
Release Management: Assist in testing new Salesforce releases and internal system updates within Sandbox environments before deployment. Support users as new functionality goes live.
Sales & Operations (Sales Cloud)
Automation: Maintain and debug declarative automation (Flows, Validation Rules) that governs the sales cycle.
CPQ/Quoting: Assist Sales Reps with quote generation errors, and approval process routing.
Customer Service (Service Cloud)
Case Management: Support the Support/Call Center and Boarding/Operations/Credentialing teams by maintaining Case assignment rules, Escalation rules, and Email-to-Case functionality, child case creation logic, and report any issues with integrations with systems like ETM, C2O, etc.
Omni-Channel: Troubleshoot presence status and routing issues for live agents.
Knowledge Base: Assist in the management of Knowledge Article types and data categories to ensure agents have the right information.
Managed Packages: Support existing managed packages that drive user experience, and escalate to appropriate SMEs, as needed.
Marketing & Lead Flow
Integration Support: Monitor the sync between Salesforce and our Marketing Automation Platform (e.g., Marketing Cloud/Pardot/DataCloud).
Lead Quality: Investigate duplicate leads and troubleshoot "Web-to-Lead" failures to ensure the marketing funnel remains intact.
Campaign Management: Assist marketing teams in troubleshooting issues with Campaign hierarchies and ROI attribution.
Finance & Order Management
ERP Integration: Serve as the first responder for data sync errors between Salesforce and the ERP/Finance systems (e.g., Oracle: CDH, OPH, C2O, BRM, EDH).
Billing Support: troubleshoot discrepancies in customer data, like Accounts, Contacts, Boarding Requests, FIDs, FARs, and Assets, that feed billing systems.
Audit Compliance: Generate system audit trails and history reports for stakeholders as needed.
Reporting & Analytics
Dashboard Creation: Build and maintain complex Dashboards and Reports for C-Suite and Department Heads to track KPIs. Escalate to SF Data Analyst as appropriate to assist in Data Integrity.
3+ years of hands-on experience as a Salesforce Administrator or Support Analyst in a large-scale environment (500+ users preferred).
Active Salesforce Certified Administrator (ADM 201) certification
3+ years of technical proficiency with Salesforce Flow, Salesforce Inspector, Data Loader, and Workbench.
3–5 years of advanced Excel experience (e.g., VLOOKUP, Pivot Tables) for data manipulation and analysis.
Language Skills: B2 English proficiency.
Salesforce Certified Advanced Administrator or Platform App Builder.
Experience with Salesforce CPQ or Field Service Lightning.
Basic understanding of APEX/Visualforce (ability to read code to assist developers in debugging).
CRI-Sabana
Function - Fulfillment / Operations
Full time
RevOps Roles analysis
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Tom Watson— LinkedIn profile, opens in a new tab
Senior Director, Talent Acquisition Operations
Claire Spitale— LinkedIn profile, opens in a new tab
Head of Talent
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Equifax is a credit reporting and identity protection company that provides credit reports, credit scores, and monitoring services to both consumers and businesses. They help organizations and individuals manage credit information and protect against identity theft.
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