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About this Salesforce Support Analyst role at Equifax

Equifax · Onsite · CRI-Sabana

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
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About Equifax

At Equifax, we believe knowledge drives progress. As a global data, analytics and technology company, we play an essential role in the global economy by helping employers, employees, financial institutions and government agencies make critical decisions with greater confidence. ​​​​​​​ We work to help create seamless and positive experiences during life’s pivotal moments: applying for jobs or a mortgage, financing an education or buying a car. Our impact is real and to accomplish our goals we focus on nurturing our people for career advancement and their learning and development, supporting our next generation of leaders, maintaining an inclusive and diverse work environment, and regularly e

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