Actively recruiting / 6 applicants
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Ellen Yang, Recruiter About the Project
We are seeking a knowledgeable Salesforce Contracts Specialist to assist in setting up and configuring Salesforce Contracts within our organization. As the Admin of our Salesforce Org, I’ve encountered challenges with the platform’s self-help tutorials, which include incomplete steps and dead ends. We need an expert who can troubleshoot, streamline, and deliver a fully functional Salesforce Contracts setup.
This is a short-term, hands-on role for someone with deep Salesforce experience and a knack for simplifying complex workflows.
Key Responsibilities
- Review and assess the current Salesforce setup to identify obstacles in the Contracts configuration process.
- Configure and customize Salesforce Contracts to meet organizational needs, ensuring all workflows, templates, and approval processes function seamlessly.
- Troubleshoot and resolve errors or roadblocks in the setup process.
- Provide clear, step-by-step guidance or documentation to ensure smooth handoff and ongoing management.
- Offer expert advice on best practices for Contracts functionality and integration with other Salesforce features.
Qualifications
- Proven expertise in Salesforce Administration, with a focus on Contracts setup and customization.
- Salesforce certifications (e.g., Salesforce Certified Administrator or Salesforce Advanced Administrator) are a strong plus.
- Hands-on experience with Salesforce workflows, templates, and approval processes.
- Ability to troubleshoot and solve problems efficiently, even in the face of incomplete or unclear documentation.
- Strong communication skills to explain complex processes clearly to a non-technical audience.
- Familiarity with Salesforce’s broader ecosystem, including integrations and data management, is a plus.