Salesforce Administrator
Covenant Consulting, Orlando, FL, United States
The System Support Engineer - CRM will handle escalations and identify systemic issues to optimize CRM platform (Salesforce, HubSpot, etc.) functionality and ensure seamless integration with other business systems across our customer base. This role involves triage and resolution of complex issues escalated by our customers, designing workflows, automating processes, and collaborating with cross‑functional teams to enhance operational efficiency and improve the user experience. The System Support Engineer will leverage their technical expertise to troubleshoot issues, build scalable solutions, and provide ongoing support for CRMs across the organization.
Responsibilities
CRM System Design & Development
Develop technical solutions to improve Salesforce and HubSpot functionality, addressing business needs and user requirements.
Design, build, and maintain custom workflows, dashboards, and reports within Salesforce and HubSpot.
Configure and deploy new features, objects, and integrations within Salesforce and HubSpot to support evolving organizational goals.
Automate repetitive tasks and communication workflows to optimize operational efficiency and mitigate manual processes.
Integration Management
Ensure seamless integration between Salesforce, HubSpot, and other business systems such as Google Workspace, Workday, as well as third‑party marketing tools.
Leverage APIs, middleware tools, and custom connectors to facilitate reliable data flow across platforms.
Monitor and troubleshoot integration issues, ensuring data synchronization, consistency, and system reliability.
Collaboration & Stakeholder Engagement
Partner with Sales, Marketing, Success, and IT teams to identify process bottlenecks and deliver effective CRM solutions.
Collaborate with key stakeholders to understand business objectives and design technical solutions that meet those needs.
Communicate complex technical concepts to non‑technical audiences, ensuring clarity and alignment.
Technical Administration & Support
Provide ongoing technical administration for e.g., Salesforce and HubSpot, optimizing system performance and functionality.
Monitor system performance, proactively identify risks, and implement solutions to ensure uptime and reliability.
Enforce data quality standards through system automation, duplicate prevention, and automated system audit reporting.
Documentation & Training
Develop and maintain concise documentation of CRM configurations, system automations, data mappings and integrations.
Conduct training sessions when necessary to empower users and teams to effectively utilize and adopt Salesforce and HubSpot capabilities.
Regularly review and update training materials in alignment with system enhancements and platform updates.
Continuously assess CRM processes to identify opportunities for optimization, scalability, and automation.
Stay informed on platform updates from Salesforce and HubSpot, recommending and implementing enhancements where beneficial.
Regularly assess and refine workflows and configurations to meet organizational goals.
Key Performance Indicators
System Uptime: Consistently high availability and reliability of Workday.
Issue Resolution Time: Timely resolution of technical issues and user support requests.
Process Automation: Increased number of automated workflows and reduced manual processes.
User Satisfaction: Positive feedback from internal users regarding Salesforce and HubSpot functionality and support.
Integration Success: Seamless operation of Salesforce / HubSpot integrations with other systems including Partner CRM platforms.
Documentation Quality: Comprehensive and up-to-date technical and process documentation.
Specific Job Requirements
Bachelor’s degree in Information Systems, Computer Science, or a related field, or equivalent professional experience.
1+ years of experience with Salesforce configuration, integration, and support.
Familiarity with Salesforce and HubSpot platform capabilities
Experience with data integration tools and platforms (e.g.,Zapier, Informatica, or similar).
Proven ability to design and implement scalable solutions that improve workflows and efficiency.
Excellent problem‑solving and communication skills, with the ability to work across diverse teams.
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Responsibilities
CRM System Design & Development
Develop technical solutions to improve Salesforce and HubSpot functionality, addressing business needs and user requirements.
Design, build, and maintain custom workflows, dashboards, and reports within Salesforce and HubSpot.
Configure and deploy new features, objects, and integrations within Salesforce and HubSpot to support evolving organizational goals.
Automate repetitive tasks and communication workflows to optimize operational efficiency and mitigate manual processes.
Integration Management
Ensure seamless integration between Salesforce, HubSpot, and other business systems such as Google Workspace, Workday, as well as third‑party marketing tools.
Leverage APIs, middleware tools, and custom connectors to facilitate reliable data flow across platforms.
Monitor and troubleshoot integration issues, ensuring data synchronization, consistency, and system reliability.
Collaboration & Stakeholder Engagement
Partner with Sales, Marketing, Success, and IT teams to identify process bottlenecks and deliver effective CRM solutions.
Collaborate with key stakeholders to understand business objectives and design technical solutions that meet those needs.
Communicate complex technical concepts to non‑technical audiences, ensuring clarity and alignment.
Technical Administration & Support
Provide ongoing technical administration for e.g., Salesforce and HubSpot, optimizing system performance and functionality.
Monitor system performance, proactively identify risks, and implement solutions to ensure uptime and reliability.
Enforce data quality standards through system automation, duplicate prevention, and automated system audit reporting.
Documentation & Training
Develop and maintain concise documentation of CRM configurations, system automations, data mappings and integrations.
Conduct training sessions when necessary to empower users and teams to effectively utilize and adopt Salesforce and HubSpot capabilities.
Regularly review and update training materials in alignment with system enhancements and platform updates.
Continuously assess CRM processes to identify opportunities for optimization, scalability, and automation.
Stay informed on platform updates from Salesforce and HubSpot, recommending and implementing enhancements where beneficial.
Regularly assess and refine workflows and configurations to meet organizational goals.
Key Performance Indicators
System Uptime: Consistently high availability and reliability of Workday.
Issue Resolution Time: Timely resolution of technical issues and user support requests.
Process Automation: Increased number of automated workflows and reduced manual processes.
User Satisfaction: Positive feedback from internal users regarding Salesforce and HubSpot functionality and support.
Integration Success: Seamless operation of Salesforce / HubSpot integrations with other systems including Partner CRM platforms.
Documentation Quality: Comprehensive and up-to-date technical and process documentation.
Specific Job Requirements
Bachelor’s degree in Information Systems, Computer Science, or a related field, or equivalent professional experience.
1+ years of experience with Salesforce configuration, integration, and support.
Familiarity with Salesforce and HubSpot platform capabilities
Experience with data integration tools and platforms (e.g.,Zapier, Informatica, or similar).
Proven ability to design and implement scalable solutions that improve workflows and efficiency.
Excellent problem‑solving and communication skills, with the ability to work across diverse teams.
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