Salesforce & Automation Specialist
Core
Configure and develop Salesforce processes, automation flows, and integrations to drive business efficiency in Sales, Marketing, and Operations.
Role type
Salesforce & Automation Specialist (Configuration & Process Optimization)
Builds
Automated business processes, CRM flows, and integrations connecting Salesforce with other systems
Domain
Energy technology / Solar solutions
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Salesforce administration and configuration, Salesforce Flow, CRM process design, data modeling and data quality, reporting and dashboards, requirement gathering, integration and API knowledge
Preferred skills
Automation and integration platforms, CPQ, Salesforce development (Apex/LWC), Marketing Automation, collaboration with developers
Technologies
Salesforce, Salesforce Flow, Apex, Lightning Web Components, CPQ, API
Responsibilities
Configure and further develop Salesforce based on business needs, Build and improve flows, automation, reports, and functionality in Salesforce, Work with data quality, structure, and processes in the CRM environment, Build integrations and automated processes in the automation platform, Use automation and AI to simplify and streamline business processes, Translate business needs into technical solutions with Salesforce developers, Participate in prioritization, requirement setting, and coordination of development work, Support Sales, Marketing, and Operations in developing effective digital processes, Create technical prerequisites for automated customer journeys, lead flows, and reconnect flows, Contribute to the development of the CPQ solution and other business-critical flows linked to Salesforce, Identify where integration, automation, and AI can replace manual tasks, Help develop the future CRM architecture and how Salesforce interacts with the rest of the system environment
