Salesforce Data Specialist

Window Works Chicago , IL 60638

Posted 3 months ago

The Salesforce Data Specialist supports the overall management of the Vistex CRM system ( This responsibility includes maintaining the integrity of the data as well as providing this information in a reportable fashion to sales, customer success, services and marketing departments. Salesforce Data Specialist is an analytical and operational thinker and an expert in getting the most out of the CRM. The candidate should also be knowledgeable in managing the process of associated with leads, contacts and opportunities. The ideal candidate is someone who believes that the information we maintain in the CRM is critical to supporting the processes required to manage and measure sales as well as marketing and customer success activities. The Ideal candidate should have a positive attitude and be highly motivated to provide data-based information and solutions, have strong communication skills and business knowledge. The candidate will be expected to be self-motivated and highly driven to support a rapidly growing team. The ideal candidate could think of himself or herself as a data scientist. The position reports to the COO and will be relied upon in making data driven decisions.


  • Salesforce CRM administration:
  • Generate weekly sales pipeline reports
  • Develop and support sales dashboards
  • General administration of CRM users
  • Management of reporting for campaigns, leads and opportunities
  • Training material development and delivery
  • Perform regularly scheduled data cleansing and governance activities
  • Lead Management--assist with the documentation, tracking and follow-up on leads
  • Flexible to manage multiple projects and willing to take initiative to jump in and complete objectives in a timely manner


  • Bachelors degree preferred
  • Experienced with required
  • 3+ year(s) of Salesforce power user experience
  • Verbal/written communication and presentation skills, including an ability to effectively communicate with both business and technical teams
  • Experience retrieving and analyzing data using Excel, and other BI systems
  • Experience with Marketo or other marketing automation software a plus
  • Highly task motivated with the ability to multi-task with particular attention to detail
  • Self-motivated to work alone, yet energetic in team situations within a fast paced, dynamic environment
  • Proficiency with Microsoft Office and Microsoft Excel required
  • Ability to stay focused and operate under pressure to meet tight deadlines
  • Demonstrated ability to problem-solve and troubleshoot


  • Comprehensive Benefits (health, dental, vision, 401k, paid vacation & more)
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Salesforce Data Specialist

Window Works