Salesforce Contractor

The SalesForce Contractor must be highly organized, dependable, and exceptionally detail-oriented Independent Contractor with experience using Salesforce (CRM). They will assist with SalesForce cleanup & data reconciliation, sales organization, data entry & fulfillment and historical data migration with an anticipated workload of approximately 20 hours per week for an estimated three – six months. ESSENTIAL JOB FUNCTIONS: Conduct a comprehensive cleanup and organization of existing Salesforce accounts, opportunities, campaigns, contacts, and related records. Review and reconcile incomplete, outdated, duplicated, or improperly entered account and opportunity information. Upload and organize historical sales books and related account information. Identify gaps, inconsistencies, and recurring issues within the existing Salesforce structure and recommend solutions. Establish and maintain accurate connections between sales opportunities and corresponding sales books and fulfillment requirements. Track upcoming events, deadlines, sponsorship commitments, exhibitor commitments, and other fulfillment obligations. Monitor previously sold sponsorships and packages to identify when it is time for the sales team or internal team to begin fulfillment outreach. Evaluate and organize historical sales information maintained in previous sales systems or databases. Organize historical data in a manner that allows staff to easily understand an account’s prior relationship and sales history. ADDITIONAL JOB FUNCTIONS: Provide recommendations for making sales reporting and commission reconciliation more efficient and reliable. Upload, organize, and maintain sales opportunities, accounts, contacts, packages, and price book information in Salesforce. Serve as an additional set of eyes on the sales pipeline, identifying missing information, approaching deadlines, and potential fulfillment issues before they become problems. Identify opportunities to improve historical reporting within Salesforce. REQUIREMENTS: Previous experience using Salesforce CRM. Strong computer skills and the ability to navigate multiple records and applications. Exceptional attention to detail and accuracy. Excellent organizational and time-management skills. Ability to identify errors, omissions, duplicate records, and inconsistent information. Ability to follow written instructions and established procedures precisely. Strong written communication and problem-solving skills. Ability to work independently with minimal day-to-day supervision. Ability to handle confidential information appropriately. Independent Contractor Responsibilities: This position is intended to be an independent contractor engagement, subject to applicable law and the actual working relationship. The contractor will be responsible for: Providing the agreed-upon services and deliverables in a professional and timely manner. Managing their own business affairs and applicable business expenses, unless otherwise agreed to in writing. Maintaining their own records of income and expenses. Being solely responsible for calculating, reporting, and paying all applicable federal, state, and local taxes arising from their contractor compensation, including self-employment taxes, as applicable. Making any required estimated tax payments and fulfilling applicable tax filing and reporting obligations. Obtaining any required business registrations, licenses, or insurance applicable to their business, if required. Providing any required tax documentation, such as Form W-9 for a U.S. contractor. Maintaining appropriate confidentiality and protecting company information. QUALIFICATIONS Four-year college degree from an accredited college or university 3-5 years SalesForce experience. REPORTING RELATIONSHIP: Reports to Executive Director of Engagement & Education JOB STATUS: Independent Contractor JOB LOCATION: Remote COMPENSATION BASIS: Negotiable TO APPLY: Please email cover letter and resume to [email protected] and reference SalesForce Contractor. Position will remain open until the proper candidate is identified. This position description is intended to describe the general nature and work responsibilities of the position. This position description and the duties of this position are subject to change, modification and addition as deemed necessary by the TSCRA. Employees are required to comply with supervisory instructions and perform other job duties, responsibilities and assignments requested by executives, managers and other TSCRA officials. This position description does not constitute an employment contract between the TSCRA and the employee.