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Salesforce Configuration Specialist - REMOTE

Professional Services | National, CA | Full Time

Job Description

We are a growing company in the Customer Experience (CX) and Customer Relationship Management (CRM) spaces with a solid customer base, excellent compensation and benefits, and a collaborative yet flexible work environment.  If you enjoy challenging projects, using new technologies to deliver innovative business solutions, and you're interested in working for an entrepreneurial company, we may have a home for you.

PTP is looking for a Salesforce Configuration Specialist to join our CX CRM Practice.  At PTP we value aptitude and creativity as well as experience.  We are a diverse organization and are looking for bright, passionate and committed professionals who strive to be the best at what they do.


  • This position will perform administration and configuration tasks on CRM engagements, inclusive of generating technical design documentation, executing testing strategies, generation of testing cases for a configured solution, and assisting in solution designing.  This resource should also have experience with the following:  
    • Salesforce Configuration
      • Automation: Workflow, Approvals, Visual Workflow, Process Builder
      • Custom Report Types and Dashboards
      • Salesforce Sharing Architecture (Setup and Configuration)
      • Knows how to generate SOQL
    • Lightning Experience
    • Data Loader, Import Wizard, and other Salesforce Data tools


  • Experienced with Salesforce Platform and Ecosystem with the following certifications:
    • Salesforce Certified Administrator
    • Salesforce Certified Service Cloud Consultant 
  • 5+ Years of IT consulting experience, with 3+ year(s) of experience with a CRM application.
  • Clearance Level: Clearable
  • Need to have an analytical mindset and has the capability to troubleshoot issues
  • Has implemented at least one full life cycle implementation of a CRM project based on a structured methodology; preferable in Agile like environment
  • Has experience with declarative coding approaches
  • Has time management skills to be able to complete development tasks within project timelines and schedules
  •  Has experience capturing business requirements from customer design sessions and able to rapidly prototype user interfaces
  • Has experience developing custom reports and dashboards
  • Has experience setting up Lightning and Standard Console applications

Desired Experience

  • Implementing Salesforce Customer Communities and Sales Cloud
  • Salesforce Open CTI APIs and Call Center Administration
  • Experience with Site Administration
  • Omnichannel Setup and Administration
    • Live Agent
    • Live Message
    • SOS
  • Embedded Service Setup
  • Einstein Bots
  • Entitlement Management
  • Experience AppExchange Managed Packages
  • Experience with Change Set Migration

Salary is DOE and is extremely competitive. We are a growing company with a solid customer base, excellent compensation and benefits, and a collaborative yet flexible work environment.