Offer summary

Qualifications:

Deep understanding of Salesforce architecture and CPQ., Ability to analyze data and understand business processes., Excellent communication skills for cross-department collaboration., 4+ years of relevant experience preferred..

Key responsabilities:

Ensure high-quality data management by importing, updating, and cleaning records.

Configure Salesforce objects and develop automation to improve sales efficiency.

Manage Salesforce CPQ and oversee integrations with third-party apps.

Provide end-user training and documentation while troubleshooting issues.

Job description

Swiftly® is a leading provider of technology and solutions for retailers worldwide. Our best-in-class platform delivers innovative, turn-key solutions that empower retailers to grow sales and build loyalty, while enabling brands to reach more shoppers through retail media networks.

Swiftly is the first vendor in the industry to connect the digital and in-store shopping experience with a robust ad platform, while deepening insights using 1st party data and analytics. We offer the only system to seamlessly connect with retail customers across the entire shopping journey.

Position Summary:

Swiftly is searching for a skilled Salesforce admin that will support marketing initiatives, retailer sales flows, advertising campaigns, mange invoices and more. This role will support and work closely with multiple teams and will need strong attention to detail. This is a full time contract role.

We use Deel as the contract of record.

Responsibilities Include:

Ensure high-quality data by importing, updating, and cleaning records while removing duplicates and outdated entries. Create and manage data validation rules to enforce consistency and compliance with company policies and industry regulations

Configure Salesforce objects, fields, and page layouts to align with business workflows. Develop and optimize automation using Flow, workflows, and process builder to improve efficiency in the sales cycle, from lead capture to opportunity closure

Assign roles, profiles, and permission sets while managing authentication, security settings, and data access controls. Set up field-level security, role hierarchies, and sharing rules to ensure compliance and proper data segmentation

Develop custom reports and dashboards to track key performance indicators (KPIs). Monitor system performance and provide data-driven recommendations to improve business strategies

Manage the Salesforce CPQ module to streamline pricing, discounting policies, and approval workflows. Ensure billing rules are reflected in Salesforce flows and reports, integrating with NetSuite for accurate financial reporting and analysis

Oversee integrations with third-party apps and external systems, ensuring seamless data exchange between Salesforce and platforms like NetSuite. Collaborate with IT teams to implement enhancements and resolve system errors

Provide end-user training, create documentation, and act as a liaison between business teams and Salesforce developers. Troubleshoot issues, drive user adoption, and stay updated with Salesforce releases to implement necessary updates

Facilitate the billing process within Salesforce, ensuring accurate invoicing and revenue recognition

Other related duties as assigned

Required Qualifications:

Deep understanding of Salesforce architecture, CPQ, and integration mechanisms with other systems like NetSuite

Ability to analyze data, understand business processes, and provide insights for improvement

Excellent communication skills to liaise between departments, understand their needs, and translate them into Salesforce solutions

Preferred Qaulifications

4+ years of experience

#LI-Remote

Working For Swiftly

We are working on a set of problems that require the best in the industry to get right. Our employees are the pillars of the future of the company and they are treated and compensated as such. We're a growing team of experienced industry professionals building an organization that can solve tough problems and values a collaborative environment.

Every Swiftly employee:

-Has demonstrated the ability to work collaboratively in an ambiguous, fast-paced environment

-Takes ownership of their domain from the ground up, from inception through deployment to customers

-Leaves their ego at the door and ensures the best idea leaves the room

-Is always experimenting with new technologies and learning new skillsets

If you've ever wanted to work on a project that blends a gorgeous consumer experience, sophisticated logistics, and scale that rivals the largest technology players, Swiftly is the place for you.

Equal Opportunity Employer

Swiftly is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. 

Swiftly will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990. Reasonable accommodations are available for qualified individuals with disabilities throughout the subsequent application process.

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