Pinnacle Group exists to connect people with opportunity. For the last 25 years, we've done exactly that by living our core values of putting people first, delivering excellence in all we do, and giving back to the communities in which we live and work. We are a leading workforce solutions company supporting the talent needs of global leaders in financial services, technology, communications, utilities, and transportation and we are one of the largest women and minority-owned companies in our industry. Our team of service-driven, energetic, and diverse professionals is well-respected in our industry and our leadership team is aligned and focused on taking the company to the next level. If you're looking for a new opportunity where you can truly make a difference, we hope you'll apply for a position with us.
Responsibilities
Job Summary
- Configure Salesforce CRM with custom objects, fields, and security settings to support business operations across multiple teams.
- Configure Conga CLM on the Salesforce platform for contract creation, workflows, security, and reporting to streamline business operations (e.g., sales contracts, vendor agreements).
- Build automations using Salesforce Flow to optimize CRM and CLM processes, such as contract approvals, sales outreach, and compliance requirements.
- Write SOQL queries to support reporting and data validation for business insights.
- Manage user accounts, roles, permission sets, and sharing rules to ensure secure access.
- Create and customize reports and dashboards to provide actionable business insights.
- Collaborate with stakeholders to identify configuration needs, propose enhancements, and develop a comprehensive implementation plan.
Requirements
- 3+ years of experience in Salesforce administration, including configuration, security, and workflows.
- 1+ years of experience with Conga CLM administration, including workflows and reporting.
- Proficiency in Salesforce Flow for building automations and process optimization.
- Experience with SOQL for querying data and building reports.
- Strong understanding of Salesforce security models (profiles, permission sets, sharing rules).
- Salesforce Certified Administrator required; Conga CLM Administrator or App Builder preferred.
- Excellent communication and stakeholder management skills for on-site collaboration.
- Bachelor's degree in Computer Science, IT, or related field (or equivalent experience).