Job Specifications
This posting is for a pending award.
As a Salesforce Platform Specialist & Analyst, you will leverage advanced administration and development skills to optimize and enhance the Salesforce ecosystem while ensuring alignment with institutional goals. This dual role involves configuring, customizing, and building scalable solutions using declarative tools and programmatic development, as well as integrating external systems to drive operational success. You will also gather and document business requirements, collaborate with stakeholders, and produce clear, high-quality documentation to support end-users, administrators, and developers. By combining technical expertise with analytical and communication skills, you will play a key role in maintaining Salesforce Sales Cloud, Service Cloud, and Education Cloud, improving student engagement, and fostering a sustainable, high-performing CRM environment.
Responsibilities
BUILDING ENHANCEMENTS (40%)
Flow Development: Design, develop, and optimize Salesforce Flows to create scalable, maintainable, and efficient business processes while adhering to Salesforce best practices.
Custom Development: Build sophisticated solutions using APEX, Lightning Web Components (LWC), and other programmatic tools to address complex business needs. Ensure all customizations are secure, efficient, and compliant with Salesforce standards.
Integration Design: Develop and maintain seamless integrations between Salesforce and external systems using APIs or middleware, ensuring smooth data exchange and automation.
Comprehensive Documentation: Create and maintain clear, detailed documentation for technical solutions, processes, and configurations. Foster a culture of knowledge sharing to promote system sustainability and ease of future enhancements.
DEFECT RESOLUTION (40%)
Root Cause Analysis: Perform thorough investigations to identify underlying causes of issues and implement permanent solutions to prevent recurrence.
Troubleshooting and Debugging: Diagnose and resolve defects in existing Flows, APEX classes, and LWCs, ensuring platform stability and a seamless user experience.
Performance Optimization: Continuously review and refine existing code and configurations to enhance performance, scalability, and maintainability.
Expert Technical Support: Provide advanced troubleshooting expertise and resolve platform issues promptly. Support team members in handling technical challenges, offering guidance and solutions when needed.
REFINEMENT AND REQUIREMENT GATHERING (20%)
Requirement Analysis: Collaborate with business stakeholders to gather, analyze, and refine requirements for new enhancements and system changes. Translate business needs into clear and actionable technical specifications.
Solution Design: Work closely with stakeholders to propose and document technical solutions that align with business goals, considering scalability, maintainability, and user experience.
Backlog Grooming: Participate in backlog refinement sessions to ensure user stories and tasks are well-defined, estimated, and prioritized.
Documentation and Communication: Document requirements, acceptance criteria, and design considerations thoroughly. Communicate effectively with stakeholders to manage expectations and ensure alignment on deliverables.
PROCESS & DOCUMENTATION
Leads refinement workshops with key stakeholders to understand business objectives, problem statement and targeted goals and outcomes, current use of the platform, and any other customer centric data and processes
Collaborate with institutional stakeholders to gather and document business requirements for CRM enhancements. As needed write use-cases and stories in conversation with customers.
Design business processes by analyzing stakeholder requirements; constructing business process models, workflow charts and diagrams; evaluating system capabilities; writing specifications/user stories
Create data business flow diagrams and process maps using tools like Lucidchart, Visio, or Draw.io.
Translate functional needs into clear technical and business process documentation.
Develop and maintain end-user guides, administrator manuals, standard operating procedures (SOPs), and training materials for Salesforce users in higher education institutions.
Work with Salesforce administrators, developers, and solution architects to define system functionalities, integrations, and automation.
Document Salesforce configurations, custom objects, workflows, reports, and dashboards in a clear and structured format.
Ensure documentation remains current with Salesforce configurations and development updates and institutional process changes.
Cross-Team Collaboration: Serve as a liaison between business functional users (admissions, student success, alumni relations, finance, etc.) and technical teams (Salesforce administrators, developers, IT support).
Education & Experience
MINIMUM QUALIFICATIONS, EDUCATION, KNOWLEDGE, SKILLS, AND ABILITIES:
Experience: 5+ ye
About the Company
We have worked with clients of all sizes ranging from 50 to ~50,000 users. Each client receives the same attention to detail, professionalism, and experience regardless of size or maturity. With a vast knowledge of SharePoint we are able to streamline productivity and efficiency in the workplace. We build upon a solid foundation to guide clients through initial deployments, existing implementations, upgrades, migrations, customization, and training. Our adherence to the logic, process, and procedure of our phased approach en...
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