Junior Salesforce Administrator - CallRevu

CallRevu is the leading communication intelligence platform built for automotive retail- empowering dealerships to take control of every conversation, from the first ring to the final result.

Who We Are

Founded in 2008, CallRevu has pioneered the field of communications intelligence and phone process measurement for automotive retail dealerships. Our partnerships with renowned and high-performing dealerships across the United States have enabled us to help clients boost market share, enhance customer retention, optimize digital marketing campaigns, and drive profitability throughout all aspects of dealership operations.

As proud recipients of the 2023 AWA Rising Star Award, innovation is ingrained in our DNA. We take immense pride in our achievements and the tangible impact we create. Every day, we are driven to push boundaries, explore new frontiers, and discover innovative ways to assist our customers while staying true to our core values and maintaining a great workplace environment.

Summary

The Junior Salesforce Administrator is responsible for the ongoing management, configuration, support, and optimization of the company’s Salesforce environment. This role ensures the CRM system is aligned with business needs and functions efficiently across departments. Responsibilities include system updates, enhancements, user management, reporting, security, integrations, and technical support.

The ideal candidate is a proactive problem solver who can collaborate with multiple departments to design scalable solutions. They will play a critical role in maintaining data integrity, supporting automation initiatives, improving operational efficiencies, and driving Salesforce best practices, user adoption, and continuous improvement initiatives. Additionally, the Junior Salesforce Administrator must be data-savvy, with strong proficiency in Excel for data manipulation, analysis, and visualization.

Key Responsibilities

• Manage and customize Salesforce to support business requirements, including fields, workflows, automation, reports, dashboards, record types, and security settings.
• Perform regular system maintenance, including performance monitoring, health checks, security reviews, and compliance with data privacy policies.
• Create and maintain Lightning pages, dashboards, and reports to provide actionable insights for various teams.
• Develop and maintain end-state solution architecture for multi-cloud use cases, visually articulating solutions and ensuring system scalability.
• Ensure accurate and efficient data entry, imports/exports, and bulk data operations while maintaining data integrity.
• Leverage advanced Excel skills (e.g., VLOOKUP, PivotTables, formulas) to manipulate, analyze, and visualize large datasets for executive reporting and business insights.
• Create and update training materials and documentation; host training sessions to ensure effective us