Database/Salesforce Coordinator

March 12

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NAI NorCal

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Bay-Area-based, globally connected, and centered in technology. As CRE changes, we're focusing on Wealth & Wellness.

Consulting Services • Industrial • Office • Retail • Vacant Land

11 - 50

Description

• Conduct On-Boarding / Off-Boarding operations alongside Data Admin for Brokers and Staff as well as general training • Manage Salesforce Users while maintaining Call Automation Systems • Data Quality - Conduct company Data Quality best practices for Data Standardization, Defragmentation, Deduplication, and Research techniques for single or mass updates • Data Loading - Utilize ETL Tools (DemandTools) to mass insert and update records into Salesforce via Operational and ad-hoc protocols • Manage operational dashboards for management and brokers • Conduct ad-hoc reporting for management and brokers • Manage and repair Broker Call Automation Systems with Data Admin • Process Documentation of Operational protocols • Utilize Salesforce to create and manage Salesforce Users within Database • Cleanse and Complete Spreadsheet data for Data Loading Processes • Development / Lead Generation Management of Salesforce automation efficiencies • Growth in Automation development for Staff and Brokers • Maintenance of Automation quantities to prevent SOQL Query Limits • Data Load scripting w/ DemandTools • Lead Generation - Data Loading, Mining, and Deployment Flow

Requirements

• Salesforce/CRM Experience is required • Work Experience in Apex is required • Apto Experience is a plus • DemandTools/ETL Experience is a plus • Deduplication / Data Quality Project Management/ Data Reporting / Visualization • GSuite, MS Excel, MS Word, Adobe Creative Suite (bonus) • Detail Oriented • Problem Solver • Good Work Ethic • Punctual and Receptive to Feedback

Benefits

• Competitive salary • Up to 70% medical benefits package • Supportive culture with collaboration and transparency • Structured training program, mentorship, and coaching • Access to world-class CRM and operational dashboards • Opportunity for growth and automation development