Salesforce Support Analyst
- Costa Rica
- Mid Level
- Posted
Responsibilities
- General Platform Support & Administration User Management: Manage user profiles, roles, permission sets, and licensing for a large-scale user base, ensuring strict adherence to security compliance (SOX/GDPR).
- Triaging and resolving Level 1 and Level 2 support tickets via [Jira/ServiceNow], adhering to defined SLAs.
- Assist in testing new Salesforce releases and internal system updates within Sandbox environments before deployment.
- Support users as new functionality goes live.
- Sales & Operations (Sales Cloud) Pipeline Support: Troubleshoot issues related to Opportunity stages, Lead conversion, and forecasting accuracy.
- Maintain and debug declarative automation (Flows, Validation Rules) that governs the sales cycle.
- Assist Sales Reps with quote generation errors, and approval process routing.
- Support the Support/Call Center and Boarding/Operations/Credentialing teams by maintaining Case assignment rules, Escalation rules, and Email-to-Case functionality, child case creation logic, and report any issues with integrations with systems like ETM, C2O, etc.
- Troubleshoot presence status and routing issues for live agents.
- Assist in the management of Knowledge Article types and data categories to ensure agents have the right information.
- Support existing managed packages that drive user experience, and escalate to appropriate SMEs, as needed.
- Monitor the sync between Salesforce and our Marketing Automation Platform (e.g., Marketing Cloud/Pardot/DataCloud).
- Investigate duplicate leads and troubleshoot "Web-to-Lead" failures to ensure the marketing funnel remains intact.
- Assist marketing teams in troubleshooting issues with Campaign hierarchies and ROI attribution.
- Serve as the first responder for data sync errors between Salesforce and the ERP/Finance systems (e.g., Oracle: CDH, OPH, C2O, BRM, EDH).
- troubleshoot discrepancies in customer data, like Accounts, Contacts, Boarding Requests, FIDs, FARs, and Assets, that feed billing systems.
- Generate system audit trails and history reports for stakeholders as needed.
- Build and maintain complex Dashboards and Reports for C-Suite and Department Heads to track KPIs.
- Escalate to SF Data Analyst as appropriate to assist in Data Integrity.
Requirements
- 3+ years of hands-on experience as a Salesforce Administrator or Support Analyst in a large-scale environment (500+ users preferred).
- Active Salesforce Certified Administrator (ADM 201) certification 3+ years of technical proficiency with Salesforce Flow, Salesforce Inspector, Data Loader, and Workbench.
- 3–5 years of advanced Excel experience (e.g., VLOOKUP, Pivot Tables) for data manipulation and analysis.
Preferred
- Salesforce Certified Advanced Administrator or Platform App Builder.
- Experience with Salesforce CPQ or Field Service Lightning .
- Basic understanding of APEX/Visualforce (ability to read code to assist developers in debugging).
Language Skills
B2 English proficiency.
Primary Location
CRI-Sabana Function: Function - Fulfillment / Operations Schedule: Full time
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