Equifax

Salesforce Support Analyst

Costa Rica · Work style not stated · Full time

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About the role

Description from the employer’s posting. Check the employer’s page for the current version.

What you'll do:

User Management: Manage user profiles, roles, permission sets, and licensing for a large-scale user base, ensuring strict adherence to security compliance (SOX/GDPR).
Ticket Resolution: Triaging and resolving Level 1 and Level 2 support tickets via [Jira/ServiceNow], adhering to defined SLAs.
Release Management: Assist in testing new Salesforce releases and internal system updates within Sandbox environments before deployment. Support users as new functionality goes live.

Pipeline Support: Troubleshoot issues related to Opportunity stages, Lead conversion, and forecasting accuracy.
Automation: Maintain and debug declarative automation (Flows, Validation Rules) that governs the sales cycle.
CPQ/Quoting: Assist Sales Reps with quote generation errors, and approval process routing.

Show full description

Case Management: Support the Support/Call Center and Boarding/Operations/Credentialing teams by maintaining Case assignment rules, Escalation rules, and Email-to-Case functionality, child case creation logic, and report any issues with integrations with systems like ETM, C2O, etc.
Omni-Channel: Troubleshoot presence status and routing issues for live agents.
Knowledge Base: Assist in the management of Knowledge Article types and data categories to ensure agents have the right information.
Managed Packages: Support existing managed packages that drive user experience, and escalate to appropriate SMEs, as needed.

Integration Support: Monitor the sync between Salesforce and our Marketing Automation Platform (e.g., Marketing Cloud/Pardot/DataCloud).
Lead Quality: Investigate duplicate leads and troubleshoot "Web-to-Lead" failures to ensure the marketing funnel remains intact.
Campaign Management: Assist marketing teams in troubleshooting issues with Campaign hierarchies and ROI attribution.

ERP Integration: Serve as the first responder for data sync errors between Salesforce and the ERP/Finance systems (e.g., Oracle: CDH, OPH, C2O, BRM, EDH).
Billing Support: troubleshoot discrepancies in customer data, like Accounts, Contacts, Boarding Requests, FIDs, FARs, and Assets, that feed billing systems.
Audit Compliance: Generate system audit trails and history reports for stakeholders as needed.

Dashboard Creation: Build and maintain complex Dashboards and Reports for C-Suite and Department Heads to track KPIs. Escalate to SF Data Analyst as appropriate to assist in Data Integrity.

What experience you need:

3+ years of hands-on experience as a Salesforce Administrator or Support Analyst in a large-scale environment (500+ users preferred).
Active Salesforce Certified Administrator (ADM 201) certification
3+ years of technical proficiency with Salesforce Flow, Salesforce Inspector, Data Loader, and Workbench.
3–5 years of advanced Excel experience (e.g., VLOOKUP, Pivot Tables) for data manipulation and analysis.
Language Skills: B2 English proficiency.

What could set you apart:

Salesforce Certified Advanced Administrator or Platform App Builder.
Experience with Salesforce CPQ or Field Service Lightning.
Basic understanding of APEX/Visualforce (ability to read code to assist developers in debugging).

Primary Location:

CRI-Sabana

Function:

Function - Fulfillment / Operations

Schedule:

Full time

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