Our client is a fast-growing insurance agency dedicated to innovation, exceptional customer service, and technology-driven solutions. They are seeking a detail-oriented and proactive Salesforce & IT Support Specialist to manage and optimize their Salesforce platform while providing day-to-day IT support to their team. This role is ideal for a tech-savvy problem solver eager to grow their skills and play a crucial part in supporting operational efficiency.
Location:
Fully-Remote (Work from Home), 9 AM - 5 PM EST
Key Responsibilities
Salesforce Management:
Create and manage users, roles, profiles, and permission sets to ensure proper access controls.
Build and maintain reports, dashboards, and workflows to support business needs.
Troubleshoot data quality issues and lead ongoing data cleanup initiatives.
Translate business requirements into effective technical solutions within Salesforce.
Provide user training and maintain clear documentation for internal stakeholders.
IT Troubleshooting & Support:
Serve as first point of contact for basic technical support requests, including hardware, software, and login issues.
Manage user account access across tools such as Google Workspace and phone systems.
Coordinate with external vendors for escalated technical issues beyond internal scope.
Assist with equipment setup and onboarding for new hires.
Monitor security protocols and ensure compliance with IT policies.
Qualifications
2+ years of IT support experience; Salesforce experience highly preferred.
Willingness to obtain Salesforce Administrator certification within 12 months (support provided).
Strong technical aptitude and proven troubleshooting skills.
Highly organized, dependable, and able to work independently with minimal supervision.
Excellent communication and problem-solving abilities.
Familiarity with SaaS tools like Google Workspace and Slack is a plus.
What Success Looks Like
Efficient and error-free management of Salesforce users, roles, and workflows enabling smooth operations.
Timely resolution of IT support requests minimizing downtime and maintaining productivity.
Clear, accessible documentation and training materials empowering team members to use Salesforce effectively.
Proactive identification and resolution of data quality and technical issues before they impact users.
Strong collaboration with external vendors ensuring seamless escalation and resolution of complex tech issues.
Opportunity
This role offers a unique chance to be a vital part of a fast-growing insurance agency’s technology and operations team. Gain hands-on Salesforce administration and IT support experience with strong growth potential as the company scales. If you’re a motivated tech professional ready to make a meaningful impact, join this supportive, innovative team.
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