Salesforce Administrator

2 weeks ago

Cape Town, South Africa Xceptor Full time

**ABOUT XCEPTOR**:
Data is at the heart of everything we do: Xceptor has been designed around data manipulation in its broadest sense. We source data from wherever it flows. We curate, normalise, validate, repair, and enrich that data so it reaches its destination in a reliable and consistent format. Data coming out of Xceptor is data our clients can trust.

We are recognised as an expert in the Financial Services vertical, which strongly aligns with Business Users in Middle and Back-Office teams. We enable these users to solve their data challenges by themselves, rather than through a technology-led project.

**Our Vision** is to be the leading platform for automating data flows.

**Our Mission** is to empower business users within Financial Institutions to build automated processes that deliver trusted data.

**Our Values** were created by our people, and speak to both who we are, and who we aspire to be. Ambition is in our DNA, and we embrace any opportunities ahead. Our curiosity and desire to grow drives us to learn from our customers and those around us. Our people are empowered, accountable, and deliver. We pull together, step up and focus on outcomes. The brilliance of our people makes a positive difference.

**THE OPPORTUNITY**

We are seeking a qualified Salesforce administrator to join our team at our Cape Town office. Your primary responsibility will be to optimise the utilisation of the Salesforce CRM system, ensuring its benefits are maximized. Key tasks include creating user accounts, maintaining sales databases, implementing CRM updates, overseeing flows, providing sales reps with creating CPQ quotes, and providing training to staff on effective utilisation of Salesforce products.

To excel in this role, you must have extensive knowledge of Salesforce system administration and CPQ. The ability to thrive in a fast-paced environment is crucial, as Salesforce administrators play a vital role in translating their expertise into streamlined revenue operations.

Within the Revenue Operations team, our focus is on supporting and enhancing the efficiency of our sales teams. This involves aligning operations, systems, and data to support revenue teams throughout the entire revenue cycle, fostering consistent and scalable growth. Our responsibilities encompass managing sales data in Salesforce, handling sales reporting, forecasting, sales organization cadence, RFP responses and campaign orchestration. Additionally, we coordinate sales territory alignment and operations, ensuring pipeline discipline through regular monitoring of pipeline health. We also contribute to sales enablement and organize sales materials for representatives as needed.

**THE ROLE**

Xceptor is seeking a hands-on certified Salesforce Administrator with the ability to transform our data into actionable insight and help drive sales productivity to new heights. You will be someone who feels confident in challenging requests to add additional fields, and customised workflows, with your knowledge of best practice. You know how to ensure every user gets value from the data and reports in real-time and with the level of accuracy required. You have a passion for eliminating manual spreadsheets, know how to avoid making processes a burden, and can show us new ways to do things, that will reduce effort and focus on results.

**KEY RESPONSIBILITIES**
- Maintaining and ensuring optimal performance of SalesForce CRM
- Providing sales admin support with management of opportunity and quote creation, and accurate sales closure reporting.
- Improving and maintaining the quality of the data captured and stored via validations, daily reporting and data uploads.
- Assisting with the implementation of business processes into Salesforce, to improve efficiencies.
- Providing relevant training, including educating users on the system functionality, tools and associated benefits to the business.
- Developing tools and models to analyse key performance metrics, which will ultimately be reported at Board level.
- Importing sales department leads, contacts, and other data.
- Performing database maintenance tasks, including diagnostic tests and duplicate entry cleansing.
- Evaluating and installing new Salesforce releases, as well as providing training and support.
- Documenting processes, including error reports and changes to field history tables.
- Driving end to end information security and best practice, in relation to any associated internal requirements and external RFPs.

**ESSENTIAL SKILLS AND EXPERIENCE**
- **Strong Salesforce Administration experience. Certified Administrator preferred**:

- Extensive experience in the administration and maintenance of Salesforce systems.
- Good knowledge of CPQ Salesforce (Configure, Price, Quote Software).
- Experience in performing Salesforce upgrades and ensuring successful integration.
- Exceptional ability to create and maintain Salesforce databases.
- In-depth knowledge of Salesforce products and their fun

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