Experienced Salesforce CRM Specialist – U.S.-Based Telecommunications Company
We are arenaflex, a U.S.-based telecommunications company with 20 years of experience in providing innovative solutions to our customers. As we continue to grow and expand our services, we are now seeking a highly skilled Salesforce CRM specialist to join our team on a project basis. This role involves three key deliverables: company and contract data entry, automated alerts for expiring contracts, and exporting a list of accounts missing contact information.
About arenaflex
arenaflex is a leading telecommunications company that has been serving the U.S. market for two decades. Our mission is to provide reliable, efficient, and innovative solutions to our customers, and we are committed to excellence in everything we do. We are a dynamic and fast-paced organization that values teamwork, innovation, and customer satisfaction.
Job Description
We are looking for a highly skilled Salesforce CRM specialist to help us clean, organize, and automate part of our workflow. The ideal candidate will have proven experience with Salesforce data entry, reporting, and cleanup, as well as comfort with basic automation tools inside Salesforce (Flow, Process Builder, or dashboards). The successful candidate will be able to work independently and as part of a team, with strong attention to detail and process accuracy.
Key Responsibilities
The successful candidate will be responsible for the following key deliverables: ### Part 1: Company & Contract Data Entry
- Enter and/or update 900 customer accounts in Salesforce from an Excel sheet.
- Each record must include:
+ Company Name + Contact Information (when available) + Contract Values (some companies may have multiple contracts) + Contract Expiration Date + Account Number(s) + Carrier/Provider Name + TSD (the sales agency associated with the account)
- Ensure data is clean, de-duplicated, and consistently formatted.
- Flag or resolve discrepancies where appropriate.
### Part 2: "Contract Expiring" Notification
- Set up a simple automation that sends an email notification to our team of upcoming contract expirations.
- Ideal format: weekly emails with the ability to filter for contracts expiring in the next 30, 60, or 90 days.
- Example: "[Company A]'s contract is expiring in 90 days, reach out to [Contact First Name] at [Contact Phone Number] now."
### Part 3: Final Contact List Export
- Generate an Excel file that identifies Salesforce Company accounts that are missing point-of-contact (POC) info including:
+ First and Last Name + Phone Number + Email Address
- Export this list to a spreadsheet format (CSV/Excel) Including blank fields for our team to complete manually.
- Include Company Name, TSD, and Account ID for our team to reference.
Requirements
* Proven experience with Salesforce data entry, reporting, and cleanup
- Comfort with basic automation tools inside Salesforce (Flow, Process Builder, or dashboards)
- Strong attention to detail and process accuracy
- U.S.-based only
- Telecom or B2B contract familiarity is a bonus
Estimated Time & Budget
* Estimated 75 hours of work
- Fixed Price: $2,500
- Project start: ASAP
- Target completion: Within 2–3 weeks
Communication & Meetings
* You must be available for up to 3 virtual check-in meetings during the project.
- These may be used for onboarding, progress reviews, or troubleshooting.
- Meetings will be scheduled based on mutual availability.
Data Sensitivity & Confidentiality
* This role will involve access to confidential customer data.
- You must:
1. Sign a simple Confidentiality Agreement (we’ll provide this) prior to starting work. 2. Treat all data with strict confidentiality according to the agreement. 3. Use secure connections and follow basic data security best practices.
What We Offer
* The opportunity to work with a dynamic and fast-paced organization
- A competitive fixed price for the project
- The chance to work on a challenging project that will make a real impact on our business
- The opportunity to develop your skills and expertise in Salesforce CRM
How to Apply
If you are a highly skilled Salesforce CRM specialist looking for a new challenge, please submit your application, including your resume and a cover letter, to [insert contact information]. We look forward to hearing from you! Apply for this job