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Salesforce Data and Reporting Specialist

This role will focus on managing and optimizing a CRM (Salesforce) database while providing sales reporting and insights to support leadership and business teams. The position requires a combination of Salesforce CRM skills, data integrity management, and expertise in designing Tableau reports and working with SQL databases. The ideal candidate is collaborative, detail-oriented, and capable of thriving in a fast-paced environment. This is an excellent opportunity to work with senior leadership and contribute valuable analysis to support business growth.

Primary Responsibilities:
* Collaborate with cross-functional teams to understand business needs and implement customized CRM solutions and reporting processes.
* Manage and optimize the Salesforce CRM system, tracking client interactions, sales, and service activities.
* Utilize Tableau to design and maintain reports, leading the development of management reports that support performance monitoring and business analysis.
* Generate and analyze reports tracking key metrics, client engagement, and business outcomes.
* Ensure the accuracy, integrity, and security of client data, adhering to best practices and compliance standards.
* Handle multiple Salesforce CRM projects, prioritizing tasks to meet deadlines in a fast-paced environment.
* Communicate effectively with sales teams and stakeholders, providing clear problem-solving and insights.

Qualifications:
* Bachelor's degree or equivalent in Business Administration, Marketing, Information Systems, or a related field.
* 3-6 years of experience as a CRM Specialist or in a similar role, with a focus on client relationship management.
* Financial services experience preferred but not required.
* Proficiency in Salesforce CRM, data analysis, Tableau reporting, and SQL.
* Strong verbal and written communication skills, with the ability to explain complex concepts simply.
* Self-driven and able to work independently in a fast-paced environment.
* Exceptional attention to detail and high standards of accuracy.
* Solutions-oriented problem solver with a positive attitude and collaborative approach.
* Professionalism and discretion in handling sensitive or proprietary information.
* Proficiency in Microsoft Word, Excel, and PowerPoint.

This role offers an exciting opportunity for those looking to contribute their expertise and collaborate with teams in a challenging and rewarding environment.

Are you a seasoned Salesforce CPQ Developer ready to take on challenging, large-scale projects? We're seeking a Salesforce Senior CPQ Developer to join our team and play a key role in delivering impactful solutions.

Key Responsibilities:

• Develop, configure, and maintain Salesforce CPQ solutions tailored to business needs.
• Collaborate with cross-functional teams to design and implement scalable solutions for large-scale projects.
• Optimize processes within Salesforce Sales Cloud, ensuring seamless CPQ integration and functionality.
• Communicate effectively with stakeholders, providing technical expertise and project updates.
• Troubleshoot, debug, and resolve complex technical issues.

Requirements:

• 5+ years of hands-on Salesforce CPQ experience with a strong track record of successful implementations.
• Proven experience working on large-scale projects in dynamic environments.
• Solid expertise in Sales Cloud and its integration with CPQ processes.
• Exceptional communication skills to interact with technical and non-technical stakeholders effectively.
• Salesforce certifications (e.g., Salesforce CPQ Specialist) are a plus.

Why Join Us?

• 100% remote opportunity - work from anywhere in the USA!
• Collaborate with a team of industry experts on cutting-edge projects.
• Competitive compensation and opportunities for professional growth.

Job Title: Territory Director - Financial Services

Position Overview:
We are seeking a highly driven and experienced professional to spearhead the growth of transformative data solutions within the Financial Services industry. In this role, you will work alongside top-tier technology partners to deliver innovative cloud-based and data-driven services. You will lead regional market expansion, engage with key clients, and collaborate with cross-functional teams to ensure successful solution deployment and customer satisfaction.

Key Responsibilities:

• Partner with leading cloud technology providers, such as Snowflake, AWS, Azure, and Tableau, to sell cutting-edge data solutions within Financial Services accounts.
• Drive lead generation efforts through a variety of outreach methods including cold calls, targeted emails, social media engagement, and regional events to build brand awareness and increase market penetration.
• Collaborate with Sales Engineers, Solution Architects, and other internal teams to define, scope, and present comprehensive solutions to clients.
• Take full ownership of the brand within assigned accounts, managing sales, delivery, and customer success from start to finish.
• Navigate complex client organizations to identify decision-makers and key influencers across various business units.
• Maintain a healthy and accurate sales pipeline, manage forecasting, and update progress on deals in a timely manner.
• Consistently exceed sales quotas, driving growth in data engineering, analytics, and managed services within your assigned territory.

Requirements:

• Minimum of 5 years' experience in B2B sales within the technology services sector.
• Background in cloud solutions, data management services, and/or AI, with knowledge of Snowflake, AWS, Azure, and similar platforms preferred.
• Proven experience co-selling with major technology partners.
• Strong communication skills, both written and verbal, with the ability to present and negotiate effectively at all levels.
• Ability to develop proposals, manage SOWs, negotiate contracts, and oversee pricing strategies.
• Self-starter who thrives in a dynamic and fast-paced environment.
• In-depth understanding of client business needs and the ability to build relationships across all levels.
• Demonstrated track record of closing substantial ARR deals, particularly in the $250K+ range.
• Bachelor's degree or equivalent practical experience.
• Willingness to travel as needed (up to 25%).

This position is ideal for a highly motivated individual with a proven track record in driving growth, solving complex business problems, and delivering high-value solutions to clients.

Mason Frank is working with a client in the nonprofit sector who are seeking a CRM Director to join their team. Their organization is committed to empowering communities through a wide range of programs focused on promoting stability, wellness, and opportunity.

Job Type: Full Time

Hybrid (2 DAYS On Site - Manhattan)

Salary - $100,000 - $130,000

Responsibilities:

Salesforce and Systems Administration:

• Design and enhance Salesforce environments to optimize client management across all programs and departments.
• Lead both small- and large-scale Salesforce implementations for various organizational functions.
• Collaborate with programs and administrative teams to develop innovative strategies for improved processes and personalized engagement.
• Partner with program teams and/or external consultants to create technology solutions tailored to program needs.
• Mentor and oversee Salesforce Administrators to implement and manage projects effectively.
• Act as the organization's subject matter expert on Salesforce and third-party applications.
• Provide expertise on data structures and modeling.
• Perform core administrator tasks, including user management, roles, profiles, declarative automation, and storage management.
• Troubleshoot and resolve system or data issues affecting multiple departments.
• Develop and maintain documentation on processes and policies to ensure data accuracy and integrity.

Program Partnership and Strategy:

• Foster a culture that embraces data and technology as tools for continuous improvement.
• Establish metrics and systems to collect and evaluate program performance data within and across programs.
• Collaborate with program staff to implement process improvements that enhance data quality.
• Align data tracking and measurement systems with the organization's strategic initiatives.
• Build strong relationships and provide ongoing support to Salesforce users.
• Assist program managers in strengthening compliance practices for programs and contracts.

Reporting and Support:

• Integrate data from multiple platforms to streamline reporting.
• Generate ad hoc reports for program and administrative purposes.
• Create and manage reporting and dashboard solutions to provide decision-making insights at all organizational levels.
• Facilitate end-user training and ensure broad understanding of technical solutions.
• Perform additional tasks as assigned by the supervisor.

Qualifications:

• Bachelor's Degree in a relevant field.
• At least 8 years of Salesforce Administration experience, preferably in the nonprofit sector.
• Salesforce certification(s) required.
• Expertise in Salesforce Lightning Experience, Experience Sites, and Flow.
• Basic understanding of Apex triggers, classes, and Visualforce pages.
• Familiarity with HTML/CSS, JavaScript, and Lightning Web Components for advanced customization.
• Experience with REST/SOAP APIs for third-party integrations.
• Familiarity with middleware tools like Datablend.
• Advanced SQL administration skills preferred.
• Knowledge of SQL Server Reporting Services (SSRS) and SQL Server Integration Services (SSIS) preferred.
• Proven ability to create and maintain technical end-user documentation.
• Strong customer service and communication abilities.
• Capability to collaborate with diverse staff levels while maintaining confidentiality.
• Proficiency in Microsoft Office Suite, especially Word and Excel.
• Experience handling and analyzing large datasets.
• Project management experience preferred.
• Exceptional analytical, organizational, and problem-solving skills.
• Attention to detail and adherence to organizational policies and procedures.

Applicants must be authorized to work in the United States without the need for sponsorship now or in the future.

Job Description:

We are seeking a talented individual with a proven track record in designing data warehouses. The ideal candidate will possess a deep understanding of dimensional models and a history of developing data warehouses from the ground up.

Key Responsibilities:

Demonstrate a strong grasp of Data Warehousing concepts.
Utilize expertise in Data Modeling.
Write SQL scripts, queries, and stored procedures to extract data using MySQL/SQL Server.
Effectively communicate with Business teams for analysis purposes.
Collect data from various sources and maintain databases/data systems.
Conduct both ad hoc and structured data analysis.
Translate, merge, clean up, map, and design data into conceptual, logical, and physical data models.
Proactively identify and report data issues to relevant stakeholders.
Strategize the development process and adhere to defined timelines.
Experience with Power BI is essential.
Familiarity with Snowflake is a plus.
Knowledge of Databricks and Python for ETL processes is advantageous.
Exposure to working in Azure is beneficial.
Apply modeling techniques and tools to analyze and specify data structures in large or complex datasets.
Implement best practices in data management to ensure data integrity, quality processes, and deliver analyzable data to internal and external clients efficiently.

itle: Systems Engineer
Location: Vancouver, WA - Portland, OR
Job Profile: Systems Engineer

We are seeking a Systems Engineer to join our IT Enterprise Engineering team. In this role, you will work closely with other Systems and Software Engineers to support enterprise IT infrastructure and services. You'll contribute to the provisioning, maintenance, and improvement of systems and services used across the organization, collaborating with the broader team to engineer innovative solutions.

This position primarily focuses on the needs of the Vancouver, WA office and local team. You'll handle ongoing hardware upgrades and service migrations to new systems while supporting local infrastructure and the user community.



Responsibilities:

• Oversee and maintain a mix of physical and virtual system environments, ensuring optimal performance and reliability.
• Implement regular updates, backups, and system monitoring to uphold infrastructure integrity.
• Provide support for advanced engineering software tools and applications.
• Ensure adherence to organizational policies and compliance standards within the local infrastructure.
• Act as the primary point of support for the local team, addressing technology needs and introducing suitable solutions.
• Diagnose and resolve infrastructure-related challenges, minimizing downtime and disruptions.
• Document current systems and processes, creating clear guidelines for operational improvements and future transitions.
• Lead and contribute to the seamless migration of services to upgraded infrastructure platforms.
• Design and implement scalable infrastructure solutions in collaboration with cross-functional teams and leadership.
• Enhance automation efforts by optimizing configuration, templates, and deployments across operating environments.
• Expand monitoring and alerting systems to ensure proactive issue identification and resolution.
• Partner with IT teams to guarantee a seamless setup for tools, workflows, and team collaboration.
• Identify and implement cost-effective technologies to enhance operations while minimizing expenses.
• Conduct evaluations of emerging technologies and prioritize implementations based on organizational needs.
• Clearly communicate project timelines, dependencies, and progress to stakeholders, ensuring alignment with business goals.
  
  Skills & Abilities:
  ● Extensive Linux systems administration and deployment experience in a high demand engineering environment. Comprehensive experience is required, encompassing all aspects of systems management, hardware, virtualization, identity management/authentication, storage and networking. 5+ Years of experience, preferably with Red Hat and Ubuntu.
  ● Experience with virtualization technologies such as VMWare/vCenter
  ● Experience with Storage Area Networks (SAN).
  ● Technical certifications such as Red Hat, MCP, MCSE or equivalent work experience.
  ● 2+ Years of experience with current Windows Server versions, Active Directory administration, DNS, DHCP, Distributed File Services, Print Services, Group Policy Management, and FSMO roles.
  ● Experience with microservices such as Kubernetes and container technologies
  ● Experience in core infrastructure technologies, including load balancing, auto-scaling, replication, networking, authentication protocols and encryption
  ● Experience with building services on AWS/GCP platforms and On-Premise Virtual/Physical infrastructure

Position: Salesforce Sr. - Business Systems Analyst

Overview
We are seeking a skilled Operations Analyst to partner with internal teams in optimizing business processes and enhancing system functionality. This role focuses on driving efficiency, improving user experiences, and supporting the organization's growth objectives, leveraging enterprise technology platforms, including CRM systems.

Key Responsibilities
The following outlines the core duties of the position. Additional responsibilities may be assigned as needed. Candidates must meet the requirements listed to perform these functions effectively.

• Collaborate with stakeholders to document detailed business needs and translate them into actionable project plans.
• Lead or contribute to significant programs or projects, ensuring deliverables align with business goals.
• Conduct in-depth discovery sessions to identify and resolve complex challenges in workflows, system functionality, and operations.
• Develop creative solutions for process improvements by applying advanced technical and business knowledge.
• Prepare detailed user stories, acceptance criteria, and documentation to guide development teams.
• Evaluate multiple approaches to solve complex challenges and select the best solutions.
• Analyze project impacts and conduct feasibility studies for proposed initiatives.
• Ensure compliance with company policies, standards, and best practices.
• Create test plans and coordinate user acceptance testing (UAT) to validate system enhancements.
• Support pre-deployment validation, communication, and change management efforts to ensure seamless adoption of new processes and tools.
• Provide regular updates to leadership regarding project progress, scope, and timelines.

Qualifications

• Bachelor's degree in a related field or equivalent professional experience.
• 10+ years of experience in operations, business analysis, or process optimization roles.
• Proven ability to drive business transformation initiatives and build strong relationships across teams.
• Hands-on experience configuring and supporting CRM and ERP platforms.
• Analytical expertise in business process design with a focus on cross-functional interdependencies.
• Excellent verbal and written communication skills.
• Ability to prioritize and manage multiple projects in a dynamic environment.

Preferred Experience

• Familiarity with Agile methodologies and tools such as Jira or Confluence.
• 5+ years of experience in business analysis, including documentation and process improvement.
• Hands-on experience with CRM platforms, particularly in workflow configuration and system administration.
• Relevant certifications in CRM administration or related technologies are a plus.

Note: This position is open to U.S. work-authorized candidates only. Unfortunately, we cannot provide sponsorship for this role

Mason Frank is working with a client in the manufacturing sector who are seeking a Salesforce Administrator to join their team.

Hybrid: (4 days on site)

Full-time role


Role Overview
We are seeking a proactive and detail-oriented Salesforce Administrator to manage and optimize our client's Salesforce platform, ensuring it meets our organization's needs and supports our strategic goals. This role is ideal for someone with expertise in Salesforce CPQ and Field Service Lightning, who can deliver impactful solutions that drive efficiency and scalability.

Key Responsibilities:

• Platform Management: Maintain, configure, and enhance the Salesforce platform, including CPQ and Field Service Lightning modules.
• Customization & Automation: Develop and implement customizations such as page layouts, fields, workflows, process builders, and approval processes.
• CPQ Expertise: Administer Salesforce CPQ, including product configuration, pricing rules, and quoting processes to streamline sales operations.
• Field Service Lightning: Oversee the setup and optimization of Field Service Lightning to support field operations, scheduling, and resource management.
• User Support & Training: Provide ongoing support and training to Salesforce users, addressing system-related inquiries and issues.
• Data Management: Ensure data integrity by managing data imports, exports, and deduplication. Create and maintain comprehensive reports and dashboards.
• Collaborative Projects: Partner with cross-functional teams, including sales, service, and operations, to gather requirements and design effective Salesforce solutions.
• Release Management: Coordinate sandbox testing, change sets, and deployments while adhering to best practices in change management.
• System Integration: Work with developers and third-party vendors to integrate Salesforce with other business applications.
• Stay Current: Keep up-to-date with Salesforce releases and emerging technologies to ensure the organization leverages the latest features.

Requirements

• Salesforce Administrator certification (ADM201).
• Proven experience with Salesforce CPQ and Field Service Lightning.
• Strong understanding of Salesforce architecture, data model, and best practices.
• Proficient in report and dashboard creation, data management, and security settings.
• Experience with workflows, process automation, and system integration.
• Excellent problem-solving skills and attention to detail.
• Effective communication and stakeholder management abilities