Salesforce Administrator

Requirements:

• 3 or more years of hands-on Salesforce Admin experience in managing forms, workflows, and reporting.
• Proficiency in optimizing Salesforce and integrating it with third-party systems.
• Experience with syncing CRM data with tools like Microsoft Lists or other external sources.
• Experience in connecting Salesforce with finance tools such as QuickBooks.
• Experience with troubleshooting recurring system errors and broken automation.
• Experience in streamlining inventory and order tracking for physical products.
• Strong communication skills with comfort working around sensitive records and images.

Responsibilities:

• Resolve Salesforce issues affecting form generation, reporting, and core operations.
• Optimize task list views and improve interface usability within the CRM.
• Customize templates and generate reports for sales tax, inventory, and accounting.
• Automate funeral-related forms, including prayer cards and service documents.
• Enable email functionality directly within Salesforce for internal communication.
• Build scalable logic to support location additions and data structure updates.
• Manage integrations with external systems like QuickBooks and Microsoft Lists.

Founded in 1999, Resourcesoft, Inc. is a leading Technology Consulting and Professional Services organization. Headquartered in Marlborough, MA, the company serves the technology needs of its clients nationwide. Resourcesoft has often been recognized by prominent rating agencies for its exemplary growth and stability. With over two decades of industry experience, the Company has evolved as a front runner in enabling project optimization. We partner with leading organizations to provide technology solutions within the financial, insurance, education, government, publishing, healthcare and pharmaceutical domains. We take pride in mentoring a workforce that is well positioned to respond to the emerging IT trends and needs. With the employees at the crux of every business endeavor, our success is driven by our expertise in pairing the right talent with the best jobs in the technology sector. We forge long-term, personalized relationships with our employees to advance their career to the next level. We engage them in technology centric client projects that provide opportunities for them to evolve, innovate and deliver world-class products and services. Our career opportunities offer challenging assignments and exposure to emerging and cutting-edge technologies. We are committed to providing our employees with the tools necessary to accelerate their career progression, while maintaining a healthy work-life balance. We are deeply committed to providing a workplace ambience that is both challenging and fulfilling.

Resourcesoft is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

For more information about Resourcesoft and our services, please visit our website.