Propertybase Client Services Specialist

ESSENTIAL RESPONSIBILITIES & DUTIES:

• Administer, configure, and optimize Salesforce to support customer operations workflows.
• Maintain data integrity by managing deduplication, validation rules, and automation processes.
• Partner with stakeholders to gather business requirements and implement new Salesforce features or enhancements.
• Build and manage reports, dashboards, and analytics to track key metrics for Customer Success and Support teams.
• Provide end-user support, training, and troubleshooting while ensuring best practices are followed.
• Manage integrations between Salesforce and other business systems, ensuring seamless data flow and accuracy.
• Maintain clear documentation of system configurations, workflows, and processes.
• Ensure compliance with company security policies, data governance standards, and regulatory requirements.
• Continuously seek opportunities to improve Salesforce usability, scalability, and adoption across the organization.

QUALIFICATIONS & SKILLS:

Strong understanding of Salesforce best practices, configurations, and automation tools (e.g., Flow, Process Builder, Apex triggers).
Experience with Salesforce reports, dashboards, and data management.
Familiarity with third-party integrations (e.g., Zapier, Tableau, or customer support platforms).
Ability to troubleshoot technical issues and provide clear, timely end-user support.
Strong analytical and problem-solving skills with keen attention to detail.
Excellent communication and collaboration skills, with the ability to translate business needs into practical Salesforce solutions.
Minimum 2 years of experience in Salesforce administration.
Salesforce certifications required.