Salesforce Administrator - Toronto, Canada - CaseWare IDEA

CaseWare IDEA
CaseWare IDEA
Verified Company
Toronto, Canada

2 weeks ago

Sophia Lee

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Sophia Lee

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Description

Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages.

While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles

As the Salesforce Administrator at CaseWare, you will ensure an optimized configuration of the organization's SFDC instance.

This includes ensuring the integrity of data and reporting, maintaining users and profiles, administering object relationships, and implementing best practices around permission sets, record types, and workflows.


You will be reporting into:

  • Nabila Yousuf
  • Director of Revenue Operations

And working alongside:

  • Revenue Operations Team

Contact:
Chengeer Lee - Senior Talent Acquisition Partner


Listen to the Audio Job Description

What you will be doing:


  • Provide endtoend support, administration, and guidance on CaseWare's global implementation of SFDC.
  • Design and establish best practices for sales and other processes in SFDC to maximize functionality.
  • Train stakeholders (commercial team, crossfunctional teams, and leadership) in utilizing SFDC as an enduser or administrator.
  • Plan and schedule releases & deployments to roll out features, addons, and other integrations.
  • Assist in migrating existing Dynamics, HubSpot and other data to the SFDC instance.
  • Ensure alignment of SFDC with NetSuite implementation.

What you will bring:


  • 35 years of directly working in and administering SFDC.
  • Thorough knowledge of Sales and Service Cloud.
  • A solid background in working with flow and data loader (hard requirement).
  • Strong verbal and written communication skills to audiences on diverse spectrums of system & tools knowledge.

Nice to have:


  • Previous experience in implementation of SFDC.
  • Experience in administering SFDC for organizations with operations across multiple geographies.
  • Knowledge of financial/accounting data, reporting and processes.
**What's in it for you?
Ready for a clean slate? In this role, you will be able to work in a fresh SFDC instance and
- orchestrate closely with our implementation partners to create an exceptional user journey for

  • Sales, Support & other departments in SFDC. Using your skills and knowledge, you will be in the
- driving seat to streamline processes and build automation from the ground up

Check out these links to learn more about Caseware before you apply:

  • Chengeer Lee
  • Meditation on 2 years at Caseware
If you want another perspective, here is a "Why Caseware" article by Matt Baxter, CTO.


About Caseware
Caseware's cutting-edge software products are meticulously designed for accounting firms, corporations, and governments. Our teams are continually collaborating, innovating, and building upon our existing suite of products.

With a customer-focused mindset, we are building technology that is shaping what the future of audits, financial reporting, and financial data analytics will look like.


With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.- Certn.

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- which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well._

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