Source Job

Global

  • Apply Salesforce expertise to complete and review realistic workflows including leads, contacts, accounts, and opportunities.
  • Create and manage Salesforce reports, dashboards, and automation to support common business processes.
  • Document steps and provide feedback to improve AI model reasoning through real-world Salesforce input.

Salesforce CRM Process Documentation

20 jobs similar to Salesforce Specialist

Jobs ranked by similarity.

US

  • Manage day-to-day Salesforce administration including user management, permissions, and page layouts.
  • Identify and implement system improvements, automate processes, and integrate AI tools like Claude for efficiency.
  • Partner with global stakeholders to build reports, dashboards, and maintain integrations across the GTM tech stack.

FireMon is a network security management company that helps organizations automate and manage security policies. They are a small, passionate team that values innovation and collaboration.

  • Lead technical discovery and blueprinting sessions for Salesforce solutions.
  • Architect and implement data pipelines and analytics solutions using Python, SQL, and Salesforce.
  • Advise clients on AI strategy and build production AI solutions using Salesforce Agentforce and other platforms.

We are a boutique management and technology consulting firm transforming media and advertising sales for 20+ years. We are a lean, elite team of consultants and data experts with startup energy and global consulting rigor.

$85,000–$110,000/yr
US

  • Serve as primary Salesforce administrator, owning configuration, data integrity, user support, and platform optimization.
  • Design and improve commercial workflows across media, entertainment, and IP businesses.
  • Partner with leadership to identify operational bottlenecks and implement scalable systems-based solutions.

Atari is one of the world's most iconic entertainment brands, a pioneer in interactive entertainment. It operates across gaming, e-commerce, licensing, and hardware, blending innovation with legacy.

United States

  • Lead the strategy and execution of all changes within the Salesforce ecosystem, including gathering requirements and implementing solutions.
  • Manage integrations between Salesforce and connected systems, and oversee the work of Salesforce Administrators.
  • Drive continuous improvement, adoption of best practices, and utilize AI to enhance processes and workflows.

Agiloft is the most trusted global leader in data-first contract lifecycle management (CLM) software, helping organizations manage the end-to-end contract process with a flexible Data-first Agreement Platform. The company is growing and successful, with a vibrant culture that values diversity, work-life balance, and employee experience, as reflected in its high customer satisfaction and renewal rates.

Canada

  • Provide day-to-day Salesforce support, troubleshoot user issues, and maintain data quality across systems.
  • Develop and maintain Salesforce reports and dashboards to provide visibility into pipeline and performance data.
  • Partner with business stakeholders to gather requirements and support system enhancements and testing.

This global professional-services organization focuses on providing professional services to clients. The company values collaboration, data quality, and operational efficiency, operating in a fast-paced, remote environment.

$140,000–$160,000/yr
US

  • Build and own AI-powered workflows, automations, and agents to improve Sales and GTM operations.
  • Partner with Deal Desk, Product, and business stakeholders to identify high-value use cases and launch secure production tools.
  • Own the full development lifecycle from prototyping through production scaling, beta testing, and ongoing maintenance.

Motive empowers the people who run physical operations with tools to make their work safer, more productive, and more profitable. Serving nearly 100,000 customers from Fortune 500 enterprises to small businesses, the company fosters a diverse and inclusive workplace culture.

  • Design, configure, and deploy Agentforce agents in Salesforce FSC to automate advisor workflows and client service.
  • Develop agent topics and integrate with MuleSoft APIs and external data feeds for extended functionality.
  • Implement Einstein features and test agent behavior to ensure compliance and performance.

Mariner is a wealth management firm offering financial advisory services. They are dedicated to professional growth, teamwork, and work-life balance with a diverse culture.

US

  • Own and evolve the commercial systems stack (Salesforce, HubSpot, Gong, Clay, Accord) as a connected operating system, driving AI-powered automation and integration.
  • Partner with Sales, Marketing, RevOps, and Client Success leadership to prioritize the systems roadmap and translate business needs into technical specifications.
  • Lead data integrity, governance, and reporting to provide real-time visibility into pipeline health, forecast accuracy, and rep performance.

EnableComp helps over 1,000 hospitals nationwide recover $3 billion annually from complex claims, denials, and revenue recovery using its AI-driven e360 RCM platform. Recognized as Black Book's #1 Specialty RCM provider and a multi-year Top Workplaces honoree, the company fosters a culture of integrity, client focus, and teamwork with a "we before me" mindset.

US Unlimited PTO 12w maternity 12w paternity

  • Architect and maintain scalable Salesforce solutions across sales, marketing, finance, and customer success teams.
  • Build automation and manage GTM integrations including AI-powered tools.
  • Drive CPQ migration, document data structures, and train internal teams.

Dscout builds a flexible and powerful UX research platform trusted by top brands in finance, healthcare, consumer goods, and tech. The company is a team of passionate, empathetic, and curious professionals recognized as a leader in the Forrester Wave.

US

  • Own daily strategic execution and operational optimization for the global Sales Development Representative (SDR) team.
  • Build and maintain SDR dashboards, analyze performance data, and deliver actionable insights to leadership.
  • Drive process improvements and AI innovation across the SDR tech stack, including Salesforce, Marketo, and SalesLoft.

Ping Identity offers a cloud identity platform that lets people shop, work, and bank securely without friction or fear. They serve many of the world's largest enterprises, including over half the Fortune 100, and cultivate a culture of respect and individuality.

$120,000–$148,000/yr
United States

  • Own the operational health and governance of customer and prospect data across GTM systems.
  • Execute data quality programs including deduplication, enrichment, and lifecycle management.
  • Partner with cross-functional teams to ensure reliable data foundations for automation and AI workflows.

Algolia is a pioneer and market leader in AI Search, empowering 18,000+ businesses to deliver fast, predictive search experiences. With a valuation of $2.25 billion and offices globally, they foster a culture of grit, trust, candor, care, and humility.

LATAM

  • Develop custom Salesforce applications and AI-enabled experiences using Apex, LWC, and Agentforce.
  • Engineer Salesforce Data Cloud solutions for data harmonization and identity resolution.
  • Collaborate with distributed teams on enterprise-scale projects using modern technologies.

The company focuses on enterprise-scale Salesforce CRM and customer data solutions for international clients. It offers a remote, multicultural working environment with collaboration across US-based and distributed teams.

$95,000–$120,000/yr
US

  • Support revenue planning, reporting, and analysis on territories, quota, and KPIs across functions, regions, segments, and verticals.
  • Build and maintain dashboards and reports to monitor productivity and performance.
  • Analyze Commercial performance (e.g., win/loss, funnel, pipeline health) and translate business questions into actionable recommendations.

H1 provides a platform that harnesses data and AI to inform every doctor interaction globally, promoting health equity and accelerating drug development. The company is a fast-growing, mission-driven organization with a dynamic culture that values impact and innovation.

India

  • Manage performance analytics, dashboards, and program attribution for your assigned segment.
  • Design and optimize end-to-end processes, pipeline management, and strategic initiatives.
  • Build backend workflows and automations in CRM, leveraging AI for analysis.

HighLevel is a cloud-based all-in-one white-label marketing and sales platform that empowers businesses to elevate digital presence and drive growth. With over 2000 team members across 15+ countries, they foster a global, remote-first culture focused on creativity and collaboration.

US 4w PTO 12w maternity 12w paternity

  • Design scalable Salesforce solutions across Sales, Service, Experience Cloud, and custom apps.
  • Build integrations, diagnose sync issues, and optimize performance within platform limits.
  • Collaborate across teams and enforce CI/CD, automated testing, and observability.

Aledade PBC empowers independent primary care practices to thrive in value-based care. Founded in 2014, it is the largest network of independent primary care with a collaborative, inclusive, remote-first culture.

US

  • Drive commercial performance across a diverse B2B industrial portfolio through sales operations, BI, and CRM strategy.
  • Lead forecasting, segmentation, pricing, and analytics initiatives to support executive decision-making.
  • Champion AI, automation, and CRM transformation to streamline sales processes and improve profitability.

$155,000–$175,000/yr
United States

  • Partner with Account Executives throughout the sales cycle to shape technical strategy and support pursuit execution.
  • Lead discovery sessions to understand current-state business processes and design scalable Salesforce solutions.
  • Develop compelling demonstrations, prototypes, and executive presentations tailored to client-specific scenarios.

FormativGroup operates within the critical middle layer of business technology, connecting infrastructure to business processes. They are specialists who help the middle market maximize technology investments with deep, industry-centric expertise, and are an equal opportunity employer committed to diversity.

$180,000–$215,000/yr
US

  • Own and evolve the GTM tech stack, including Salesforce and HubSpot, to ensure clean data flow and automation.
  • Design and implement automation across the funnel, from lead routing to deal stage triggers.
  • Build dashboards and analytics to provide leadership with real-time pipeline and forecast visibility.

Sureify is a company that provides products and solutions for the insurance and insurtech space. They emphasize a culture of fulfillment, intelligence, and truth, where the best ideas win regardless of hierarchy.

North America

  • Support Account Executives with customer research, meeting prep, proposals, and deal documentation.
  • Build repeatable GTM workflows using AI tools, CRM, and data enrichment to boost sales efficiency.
  • Track follow-ups, coordinate internal stakeholders, and maintain sales materials and enablement resources.

Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, and more. With 400+ employees and backing from top-tier investors, the company values curiosity, empathy, and accountability.

Latin America

  • Configure and develop Salesforce Data Cloud capabilities including data ingestion, profile unification, and audience segmentation.
  • Build and optimize Salesforce Marketing Cloud journeys, automations, and triggered sends for omnichannel campaigns.
  • Collaborate with cross-functional teams to design data models and activation strategies while ensuring security and compliance.

This organization provides Salesforce development services for customer engagement and lifecycle marketing. The company is seeking a remote contractor based in LATAM, with team size and culture unspecified.