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Salesforce Specialist Remote

YO AI Labs


Job Location:

New York City, NY - USA

Monthly Salary: Not provided by the employer
Posted: 30 September 2026 (14 hours ago)
Application Deadline: 28 December 2026
Vacancies: 1 Vacancy

Job Summary

Salesforce Specialist

Role Type: Contractor
Location: Remote

Required Skills
  • Salesforce CRM
  • Salesforce Workflow & Automation
  • Salesforce Reports & Dashboards
  • CRM Data Management
  • Lead & Opportunity Management
  • Business Process Automation
Job Summary

We are engaging Salesforce Specialists to contribute expert knowledge and practical experience to a customer project focused on real-world Salesforce workflows. Youll apply your Salesforce expertise to complete and review workflows and contribute high-quality interaction data that supports the development of next-generation AI systems.

Responsibilities
  • Complete and review realistic workflows within Salesforce.
  • Work with leads contacts accounts opportunities and other CRM records.
  • Create and manage Salesforce reports and dashboards.
  • Use Salesforce Flow and automation features to support common business processes.
  • Manage organize and validate CRM data accurately.
  • Explore Salesforce features and identify common real-world use cases.
  • Document the steps required to complete different Salesforce workflows.
  • Review workflows and provide feedback based on practical Salesforce experience.
  • Clearly explain Salesforce processes tools and workflow requirements.
Preferred Qualifications
  • Strong hands-on experience using Salesforce CRM.
  • Experience managing leads contacts accounts opportunities and other CRM records.
  • Familiarity with Salesforce Flow automation reports and dashboards.
  • Experience using Salesforce for sales CRM or business operations workflows.
  • Strong understanding of CRM data management and business processes.
  • Ability to explain Salesforce workflows clearly and accurately.
  • Strong attention to detail and problem-solving skills.
  • Salesforce certifications are a plus but not required.