• Gather client’s business requirements and transform these into technical requirements for Salesforce design • Leverage Salesforce best practices to minimize the need for custom development • Write technical documentation for clients outlining standard operating procedures • Accurately execute training modules with EBQ customers • Audit Salesforce and provide detailed plan to optimize configuration • Identify and communicate project risks and issues in a timely manner • Effectively migrate and implement Salesforce for new organizations • Work with EBQ’s customers to understand their unique business needs and then customize Salesforce to meet business requirements • Develop relationships with clients and confidently demonstrate business process expertise when advising client executives and stakeholders • Create and manage custom field and objects, flows, record types, data validation, page layouts, and third-party integrations • Develop and create customized reports and dashboards based on client needs • Manipulate data and import into Salesforce using various ETL tools • Keep abreast of new Salesforce features and functionality in order to provide recommendations for process improvements to EBQ’s clients • Effectively manage task within EBQ’s project management system • Retain and accurately apply the training and direction received from management • Consistently achieve or exceed monthly target(s) established by supervisor • Adhere to company policies and values • Work effectively in a collaborative work environment and professionally represent EBQ to clients • Perform other duties as assigned