Salesforce Support Specialist 5 Months Fixed-Term

Position Overview

Key Responsibilities

Salesforce Data Support & Bulk Updates

• Execute approved bulk data updates in Salesforce using tools such as DataLoader.io.
  

• Support basic data corrections including opportunity close dates, account details, and contact information.
  

• Identify potential duplicate accounts and contacts using defined criteria and flag them for review.
  

• Perform approved record merges following documented instructions.
  

Case-Based Support – Sales & Customer Success

• Complete Tier 1 data support tasks through a case-based workflow (to be provided).
  

• Review incoming requests for accuracy and completeness before execution.
  

• Escalate non-standard, complex, or unclear cases to Tier 2 or RevOps leadership.
  

• Maintain accurate case notes and status updates.
  

Process Adherence & Documentation

• Follow established procedures for all data updates and support activities.
  

• Document issues, patterns, and edge cases encountered during execution.
  

• Provide feedback to help improve workflows and reduce repeat issues over time.
  

Requirements

Required Skills & Qualifications

Technical & Tool Proficiency

• 1-2+ years of experience using Salesforce in a support, operations, or data role.
  

• Working knowledge of Microsoft Excel (filters, formulas, basic pivots).
  

• Understanding of core Salesforce objects: Accounts, Contacts, and Opportunities.
  

Process & Execution Skills

• Comfortable working within structured, step-by-step workflows.
  

• Strong attention to detail when performing repetitive or high-volume tasks.
  

• Ability to recognize when an issue falls outside Tier 1 scope and escalate appropriately.
  

Soft Skills

• Reliable, organized, and accountable in task execution.
  

• Clear written communication for documentation and case updates.
  

• Collaborative mindset and willingness to learn and improve processes.