Equifax

Salesforce Support Analyst

Equifax San José, Costa Rica

Financial Services · 10,001+ employees

Yesterday
salesforce Mid (2-5 yrs) Full-time Costa Rica
Create a free account to apply — email only, no card. You can also save this posting or score it against your profile with AI.

About the role

The Salesforce Support Analyst will manage user profiles, resolve support tickets, and maintain declarative automation within the Salesforce platform. They will also support cross-functional integrations with ERP and marketing systems while generating reports and dashboards for stakeholders.

What they look for

Salesforce Administration Salesforce Flow Salesforce Inspector Data Loader Workbench Excel Jira ServiceNow Sales Cloud Service Cloud CPQ Marketing Cloud Pardot DataCloud ERP Integration Reporting

Requirements

Candidates must have 3+ years of experience as a Salesforce Administrator or Support Analyst in a large-scale environment. An active Salesforce Certified Administrator (ADM 201) certification and advanced proficiency in Excel are required.

Full description

What you'll do:

  • General Platform Support & Administration• User Management: Manage user profiles, roles, permission sets, and licensing for a large-scale user base, ensuring strict adherence to security compliance (SOX/GDPR).  
  • Ticket Resolution: Triaging and resolving Level 1 and Level 2 support tickets via [Jira/ServiceNow], adhering to defined SLAs.
  • Release Management: Assist in testing new Salesforce releases and internal system updates within Sandbox environments before deployment. Support users as new functionality goes live.
  • Sales & Operations (Sales Cloud)
  • Pipeline Support: Troubleshoot issues related to Opportunity stages, Lead conversion, and forecasting accuracy.
  • Automation: Maintain and debug declarative automation (Flows, Validation Rules) that governs the sales cycle.
  • CPQ/Quoting: Assist Sales Reps with quote generation errors, and approval process routing.
  • Customer Service (Service Cloud)• Case Management: Support the Support/Call Center and Boarding/Operations/Credentialing teams by maintaining Case assignment rules, Escalation rules, and Email-to-Case functionality, child case creation logic, and report any issues with integrations with systems like ETM, C2O, etc.
  • Omni-Channel: Troubleshoot presence status and routing issues for live agents.
  • Knowledge Base: Assist in the management of Knowledge Article types and data categories to ensure agents have the right information.
  • Managed Packages: Support existing managed packages that drive user experience, and escalate to appropriate SMEs, as needed.
  • Marketing & Lead Flow• Integration Support: Monitor the sync between Salesforce and our Marketing Automation Platform (e.g., Marketing Cloud/Pardot/DataCloud).
  • Lead Quality: Investigate duplicate leads and troubleshoot "Web-to-Lead" failures to ensure the marketing funnel remains intact.
  • Campaign Management: Assist marketing teams in troubleshooting issues with Campaign hierarchies and ROI attribution.
  • Finance & Order Management• ERP Integration: Serve as the first responder for data sync errors between Salesforce and the ERP/Finance systems (e.g., Oracle: CDH, OPH, C2O, BRM, EDH).
  • Billing Support: troubleshoot discrepancies in customer data, like Accounts, Contacts, Boarding Requests, FIDs, FARs, and Assets, that feed billing systems.
  • Audit Compliance: Generate system audit trails and history reports for stakeholders as needed.
  • Reporting & Analytics• Dashboard Creation: Build and maintain complex Dashboards and Reports for C-Suite and Department Heads to track KPIs.  Escalate to SF Data Analyst as appropriate to assist in Data Integrity.

What experience you need:

  • 3+ years of hands-on experience as a Salesforce Administrator or Support Analyst in a large-scale environment (500+ users preferred).
  • Active Salesforce Certified Administrator (ADM 201) certification
  • 3+ years of technical proficiency with Salesforce Flow, Salesforce Inspector, Data Loader, and Workbench.
  • 3–5 years of advanced Excel experience (e.g., VLOOKUP, Pivot Tables) for data manipulation and analysis.
  • Language Skills: B2 English proficiency. 

What could set you apart:

  • Salesforce Certified Advanced Administrator or Platform App Builder.
  • Experience with Salesforce CPQ or Field Service Lightning.
  • Basic understanding of APEX/Visualforce (ability to read code to assist developers in debugging).

Primary Location:

CRI-Sabana

Function:

Function - Fulfillment / Operations

Schedule:

Full time

Similar roles