Salesforce Support Specialist in Roanoke at CBIZ

Date Posted: 6/14/2020

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions: 2019 America's Best Mid-Size Employers by Forbes, 2019 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. By offering this range of services, we are able to help clients eliminate the inefficiencies associated with the use of multiple vendors. Ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER), we have approximately 1,500 professionals in 75 offices nationwide. Clients in a wide array of industries rely on us for national-caliber expertise and technical depth combined with highly personalized, local service.  

Essential Functions and Primary Duties 

  • Engage in initiatives to execute projects as prescribed by the roadmap and strategic goals
  • Work with Corporate technology group, management, strategic initiatives, and end-users to create and manage complex configurations including: workflows, process builder, and data validations in the platform
  • Handle internal support requests and initial troubleshooting for users
  • Develop and create customized reports and dashboards for end users
  • Stay updated about new features and functionality and provide recommendations for process improvements
  • Communicate with end users about system functionality and enhancements
  • Create and maintain documentation on processes, policies, application configuration and help-related materials for users

Preferred Qualifications 

  • Experience with platform
  • Familiarity with Pardot or similar integrated marketing tool, Salesforce Communities, and Steelbrick or similar Configure, Price, Quote (CPQ) tool
  • Comfortable with technology and systems
  • Familiarity with enterprise-level systems, workflows, and user group-level needs of a system
  • Analytical skills, coupled with critical thinking and problem solving abilities
  • Ability to adapt and adjust to change 
  • High level of initiative for self-development 
  • Plan and execute change effectively; follow up, follow-through and feedback skills
  • Ability to learn new systems, or portions of a system, and processes quickly 

Minimum Qualifications 

  • High School Diploma or GED required; Bachelor’s degree preferred
  • Up to 3 years of relevant work experience
  • Acute detail and accuracy skills
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Excellent customer relation skills
  • Proficient use of applicable technology
  • Ability to work in a team environment as well as independently
  • Ability to prioritize multiple responsibilities and pay close attention to detail on many, varied tasks

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