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Job Description: Provide specialized support of specific business processes during the plan, design, development, and launch of business and operations systems. Support core organizational functions and business processes with a focus in Salesforce or similar CRMs.
- Support Salesforce.com (SFDC) integration/strategic planning and EAS systems, process evaluation/design, prototyping, configuration, and testing.
- Assist in the provision of system and user administration.
- Manage security, users, roles, profiles, groups, queues, and other specific SFDC setup options as necessary.
- Ensure the SFDC is accurate and tracking the important metrics and data and meeting the needs of the business.
- Collaborate with all SFDC users to address system support, maintenance, configuration, operational questions, reporting, integrations and general administration needs.
- Prepare data files and upload data into SFDC using data loader and other 3rd party tools.
- Provide level 1 and 2 user issues support.
- Seek ways to leverage SFDC with other add-ons in the SFDC ecosystem to maximize value.
- Develop and maintain documentation on system architecture.
- Coordinate training sessions and maintain documentation for database users.
- Manage regular system maintenance and data cleansing activities, and proactively drive improvements to SFDC and data governance strategies.
- Provide guidance and support in developing new functionality, and cultivate strong business relationships with end-users and other project stakeholders.
- Identifies and effectively translates business requirements into configuration specifications to improve the overall experience for users.
- Create reports in SFDC to meet business/operational requirements including maintaining standard sets of queries/reports to satisfy requirements; validate queries/reports created by others in the organization and assist in the interpretation of data.
- Project leader on a native Salesforce app or third party connected application.
Education Required:
- Bachelor's degree preferably in the field of computer science or related.
- Or, any combination of education and experience which would provide the required qualifications for the position.
Experience Required:
- 3+ years of experience with technical Salesforce.com implementation of customer projects.
- Advanced experience with Salesforce.com administration, configuration, and custom development.
License/Certification Required:
- Salesforce ADM 201 certification
Knowledge, Skills & Abilities:
- Knowledge of: Salesforce.com configuration and portals including but not limited to developing custom objects, work-flow business rules, and validation rules; Microsoft Office Suite; relational databases used at enterprise scale.
- Skill in: Effective relationship management, communication, and presentation skills, with demonstrated success in working effectively with customers, vendors, peers, and senior management; working as member of a team; communicating effectively; establishing and maintaining effective working relationships; mentoring and providing guidance and/or instruction to junior staff.
- Ability to: Provide orientation and training to end users for all modified and new systems; work in high-energy, dynamic, and team-oriented environments; stay organized, prioritize, multi-task, work independently, and meet deadlines.
The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the company reserves the right to change this job description and/or assign tasks for the employee to perform, as the company may deem appropriate. NextGen Healthcare is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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NextGen Healthcare
Jul 15, 2025