Role Overview
We are looking for a Salesforce specialist to take ownership of the setup, development, and day-to-day administration of a real estate developer’s CRM. The role involves configuring sales pipelines, integrating communication channels and lead sources, automating lead distribution, creating reports and dashboards, maintaining data quality, and helping the team use Salesforce effectively.
What You Will Do
Configure and improve lead and opportunity management processes, integrate communication channels and lead sources, automate follow-ups, and establish relationships between customers, brokers, opportunities, projects, and units within the existing data model.
Why It Might Be a Fit
The ideal candidate will have hands-on experience independently configuring and maintaining Salesforce in a business environment, strong knowledge of Sales Cloud processes, and practical experience with Salesforce Flow, validation rules, lead assignment rules, queues, access management, reports, and dashboards.
Requirements
- Hands-on experience independently configuring and maintaining Salesforce in a business environment
- Strong knowledge of Sales Cloud processes and the Leads, Contacts, Accounts, Opportunities, Campaigns, and Activities data models
- Practical experience with Salesforce Flow, validation rules, lead assignment rules, queues, access management, reports, and dashboards
- Experience integrating external systems via APIs and webhooks, troubleshooting errors, handling repeated requests, and preventing duplicate records
- Proficiency in Apex and SOQL sufficient to independently read, troubleshoot, and modify existing logic, write necessary tests, and account for platform limitations
- Experience with data imports, cleansing, and bulk updates, with an understanding of how changes affect automations and reporting
- Experience working with sandbox environments, deploying changes, and using version control for code
- Ability to translate business requirements into practical solutions, estimate effort, and explain outcomes to non-technical stakeholders
Benefits
- Dynamic, fast-growing, and collaborative team
- Professional growth and career development opportunities
To apply for this job please visit jobs.workable.com.

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