Salesforce Data Specialist


Summary: The Salesforce Data Specialist is responsible for the successful data migration of companies to the NFP Salesforce platform. The Specialist works with customers and internal NFP teams to gather and analyze current data structures in preparation for data migration to the Salesforce platform as well as other integrated systems.

Essential Duties and Responsibilities:

  • Onboard new offices onto NFP’s Salesforce platform
  • Perform systems management and integration functions across multiple systems
  • Collaborate with NFP development and business analyst teams to understand system requirements and identify and resolve configuration issues
  • Gather, review, analyze and evaluate office and end user onboarding requirements as they pertain to Salesforce integration from legacy systems
  • Interact with customers to gather data and resolve data related issues that could impact the migration
  • Collaborate with internal NFP teams and our Accenture partners to ensure the accurate loading of data from legacy systems
  • Collaborate with the ICM/Callidus/Lawson Teams internal teams to ensure that downstream data impacts are considered
  • Ensure data clean-up tasks are performed, specifically after new software deployments
  • Document and maintain processes and procedures for onboarding, data migration and data-cleanups
  • Maintain all data templates and other files used in the onboarding process
  • Troubleshoot and resolve complex data related issues – pre and post deployment
  • Provide training to internal teams on

Knowledge, Skills, and/or Abilities:
  • Excellent project management skills
  • Advanced Excel skills for data analysis
  • Excellent interpersonal, written and verbal communications
  • Ability to work independently and as part of a team

Education and/or Experience:
  • Bachelor’s or related
  • 3+ years Salesforce data migration experience
  • 2+ years data analysis experience, preferably with Salesforce and/or other CRM applications
  • Insurance industry experience is highly desirable
  • Experience with Data Loader
  • Experience with Agency Management Systems (Epic, TAM, AMS360)

Certificates, Licenses, Registration:
  • None Required

Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.


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