Job Description

PerfectServe accelerates speed to care by optimizing provider schedules, streamlining clinical communication, and engaging patients and their families in the care experience. Our cloud-based software simplifies complex clinical workflows and schedules with secure and timely communication by dynamically routing messages to the right person at the right time. We drive more efficient care collaboration in all settings to improve patient outcomes and bring joy back to caregivers. PerfectServe has more than 20 years of experience and is a trusted partner to more than 500 hospitals and 30,000 medical practices. See our open positions at perfectserve.com/careers.

Skills:

This is an entry-level position that reports directly to the Senior Manager of Sales Operations and plays a pivotal role in driving organizational success. The Junior Salesforce Administrator will be responsible for assisting in the management and optimization of PerfectServe's Salesforce instance and related sales tech stack. This role involves understanding and assisting with automated processes, maintaining data integrity, and supporting various teams through effective Salesforce administration. This role involves close collaboration with internal stakeholders across Marketing, Finance, and Operations to ensure cohesive and efficient operations.

Core Responsibilities:

• Assist in Salesforce administration; Perform daily configuration, training, support, maintenance, and improvement for PerfectServe's Salesforce instance.
• Maintain data integrity by coaching users on proper data handling and supporting data governance.
• Assist in analyzing and redesigning the general architecture of the existing Salesforce platform to support strategic direction.
• Support implementation of new enhancements including custom objects, workflows, email alerts, templates, data validation, and triggers.
• Participate in cross-functional teams addressing strategic business issues involving Salesforce.
• Stay abreast of new Salesforce features and functionality, providing recommendations for process improvements.
• Create and maintain documentation on processes, policies, training, configuration, and related materials.
• Effectively communicate technical issues and resolve problems at all levels of the organization, both internally and externally.
• Update and maintain Salesforce records as needed, including record ownership, account hierarchies, and data cleanliness.
• Understand Salesforce sharing and security (roles, profiles, permissions, OWD, sharing rules).
• Oversee automated list creation process and run ad-hoc reports for marketing and sales.
• Ensure inbound leads are properly handed off from marketing to sales by staying on top of automated lead routing.
• Opportunity to obtain Salesforce Administration Certification within 6 months of employment.

Essential Qualifications:

• Bachelor's degree required, preferably in Business or related discipline.
• Proficiency in MS Office Suite.
• Salesforce administration certification a plus but not required. If the candidate does not currently possess the Certified Salesforce Administrator credential, they must obtain it within the first 6 months of employment.
• 1-2 years of Salesforce technical experience.
• Demonstrated ability to properly handle data (1-2 years).
• Outstanding communication, presentation and leadership skills.
• Excellent organizational and time management skills.
• Sharp analytical and problem-solving skills; pays attention to details.
• Ability to manage multiple tasks and projects simultaneously.

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