Job Description

About the Role:

We are looking for a Salesforce Integration and Form Building Specialist to support our team in increasing delivery capacity, focusing on form building and integrations. This role is ideal for someone who is detail-oriented, has strong problem-solving skills, and is interested in working with declarative/low-code platforms.

As a Salesforce Integrations Analyst, you will be a key member of our technical solutions team. You will create data capture forms, integrate them into Salesforce, and perform ad-hoc data imports. This is a transactional role with the potential to grow into more areas of our platform over time.

Responsibilities: This is a varied business facing role, with the following responsibilities:

• Build data capture forms and integrate them with Salesforce, using FormAssembly and Gecko.
• Set up and manage Salesforce integrations using Zapier.
• Conduct ad-hoc data imports into Salesforce using tools like Salesforce Data Loader.
• Ensure data integrity by identifying and addressing any errors during imports and integrations.
• Collaborate with team members to streamline processes and improve efficiency.
• Collaborate with internal stakeholders to gather requirements for custom data capture forms, ensuring they align with Salesforce data structures and business needs.
• Test and validate form functionality, integration points, and data flow to ensure data accuracy and seamless user experience.
• Manually importing data into Salesforce based on predefined templates and schema.
• Data management and manipulation in Excel including Vlookups
• Additional ad hoc tasks relating to the data management requirements of the platform

Qualifications:

• Salesforce product knowledge and 2+ years of experience in configuring and troubleshooting form integrations with Salesforce objects, ensuring data consistency and accuracy across platforms.
• Strong understanding of form-building principles, including user experience, data validation, and field mapping best practices.
• Experience in form building and Salesforce integrations, especially using FormAssembly and Gecko.
• Working knowledge of Zapier for setting up and managing integrations with Salesforce.
• Hands-on experience with data imports using Salesforce Data Loader or similar tools.
• Familiarity with Salesforce as a database, including basic data management and troubleshooting.

Desirable:

• Familiarity with data integration middleware and ETL processes

What we offer:

You can expect to join a rapidly growing company and a team of friendly and experienced Salesforce professionals. You will gain experience working on a challenging and evolving multi org Salesforce estate.

We will support your professional growth through subsidized Certifications, peer mentoring and other learning opportunities