About The Role
This role will work within Customer Support team at Portera. Our team works with business partners to support and develop business processes on the platform.
We strive to empower Portera’s staff to be more productive and successful through our solutions, service delivery, and innovation.
What You’ll Need
BA / BS degree or equivalent applicable experience.
com Administrator Certification required (ADM 201).
More than 3 years related experience.
Knowledge of SFDC configuration including use of data loader and third-party tools.
Extensive experience with data migration in to SFDC for objects including but not limited to accounts, contacts, cases, leads and opportunities and custom objects
Experience on SFDC business workflow (different entities like opportunity, leads, account, assets etc.).
Understanding of partner portal functionality for SFDC.
What You’ll Do
Work through an operational issues including : managing security, users, roles, profiles, groups, queues and other setup options as necessary.
Prepare data files and upload the data into using data loader.
Configure 3rd party tools such as DocuSign, Groove and NewVoiceMedia.
Create reports in to meet operational requirements including maintaining a standard set of queries / reports to satisfy requirements;
validate queries / reports created by others in the organization and assist in the interpretation of data.
Test and QA of enhancements / changes to SFDC deployment using sandbox.
Train / support end users with the use of the SFDC application.
Bonus Points If
Ability to work both independently and collaboratively in a fast-paced environment.
Excellent written & verbal communications skills.
Excellent analytical, mathematical, and creative problem-solving skills
Go getter and motivated to make an impact
Other SFDC certifications (Advanced Administrator, Platform App Builder, Cloud certifications) are a plus.