Cloud Applications Specialist; Salesforce

About the Company

Largest privately held Energy and HVAC/Mechanical Services company in North America. PE‑backed and growing fast both through organic growth and strategic acquisitions - plans to acquire 10‑12 new companies annually. 150 locations across the USA which operate under a co‑branded strategy, where the local name is dominant.

• High‑visibility role with expanding scope alongside the company’s continued growth
• Opportunity to own Salesforce CRM system, support over 1300 users (and growing), as well as manage other critical cloud applications
• Make a direct impact on the corporate business, individual business units, and employees across the organization.
• Competitive compensation structure with excellent benefits.

Charlotte, NC (Uptown) – On‑Site (5‑10% Travel)

• Support the ongoing development and deployment of Salesforce platform
• Managing Salesforce roles, profiles, sharing rules, security, workflows, and groups
• Coordinate the evaluation, scope, configuration and implementation of new functionality, process automation and other requests
• Configuring complex Custom Objects, Fields, Workflows, Approval Processes, Rules, Triggers, etc.
• Importing sales department leads, contacts, and other data management activities
• Maintaining the efficiency and effectiveness of the Sales and Service Clouds, as well as building custom reports and dashboards
• Building new, and supporting existing, system interfaces such as Zoom Info, Docu Sign, Box, XOI Technologies, Zoom, and ERP integrations
• Evaluating and installing new Salesforce releases as well as providing training and support
• Responsible for driving major Cloud application initiatives for the company.
• Provide administrative and project management integration services to various BU, end users, 3rd party providers, MSPs and other professional services teams

• 2‑5+ years of experience in application support, administration, and/or management
• Salesforce experience strongly preferred (comparable CRM systems will be considered)
• Experience and/or interest in ongoing support and development of application tools such as Box, Last Pass, Zoom, Docu Sign, and Microsoft O365 tools
• Experience with enterprise‑level data integrations and reporting
• Strong communication skills and the ability to create and foster relationships with the userbase
• Self‑starter with the ability to handle projects on his/her own
• Ability to handle multiple tasks at a time
• Four‑year college degree is preferred