Junior Salesforce Administrator at LumiQ

Toronto, Ontario, Canada

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

EdTech, Professional Education, Accounting, Finance, SaaSIndustries

Requirements

Salesforce Certified Administrator (ADM-201)
Bachelor’s/Postgraduate degree
Minimum 3-year relevant experience administering Salesforce
Familiarity with standard Salesforce objects (Leads, Accounts, Contacts, Opportunities, Cases)
Strong analytical and problem-solving skills
Excellent communication and documentation skills
Strong attention to detail and commitment to data accuracy
Curious, eager to learn, and enthusiastic about RevOps
Nice to Have
Familiarity with SaaS sales and customer lifecycle processes
Experience with GTM/Sales engagement tools such as SalesLoft, LinkedIn Sales Navigator, ZoomInfo, and ZoomPhone (or similar platforms)
Experience building complex reports and dashboards
Comfortable working in Excel/Sheets (VLOOKUPs, pivot tables, cleaning data)
Regular participation in Salesforce Trailhead and ongoing skill development through badges and modules
Salesforce Certified App Builder
Salesforce Certified Advanced Administrator

Responsibilities

Manage multiple user setup, profiles, roles, security model and permissions, fields, record types, page layouts, and sharing rules
Support new functionality for Salesforce platform and understand CRM processes
Work with declarative features like creating flows, approval processes, escalation rules and assignment rules for complex business process automation
Troubleshoot, problem solve and document system issues
Assist with ongoing support requests and administrative needs of users
Import data into Salesforce (Account lists, Quotas, etc.)
Assist with pulling data out of Salesforce for advanced analysis
Support onboarding of new employees from a technical perspective
Create reports and dashboards for users
Stay up to date with Salesforce release features

Skills

Salesforce

User Setup

Profiles

Roles

Security Model

Permissions

Fields

Record Types

Page Layouts

Sharing Rules

Flows

Approval Processes

Escalation Rules

Assignment Rules

CRM

LumiQ

Podcast platform for CPA professional education

About LumiQ

LumiQ provides a podcast platform specifically designed for Certified Public Accountants (CPAs) to fulfill their professional education requirements. The platform allows CPAs to listen to engaging and relevant content at their convenience, whether they are commuting, exercising, or working. This flexibility helps them earn the necessary professional education credits without interrupting their busy schedules. LumiQ's subscription-based model offers access to a library of podcasts featuring discussions with business and thought leaders, ensuring that the content is both informative and enjoyable. Unlike traditional webinars, LumiQ focuses on delivering high-quality, verifiable educational content that meets compliance standards, making it a unique option in the professional education market. The company's goal is to transform the way CPAs engage with their continuing education by providing a more accessible and enjoyable learning experience.

Toronto, CanadaHeadquarters

2016Year Founded

$5.8MTotal Funding

LATE_VCCompany Stage

Consumer Software, EducationIndustries

51-200Employees

Benefits

Health Insurance

Flexible Work Hours

Remote Work Options

Company Equity

Risks

Increased competition from other CPE podcast platforms may dilute LumiQ's market share.

AI-generated content could affect LumiQ's reputation for high-quality educational material.

Changes in CPA licensing requirements could impact demand for LumiQ's services.

Differentiation

LumiQ offers CPAs verified CPD/CPE credits through engaging podcast content.

The platform provides flexibility, allowing CPAs to learn anytime and anywhere.

LumiQ's subscription model caters to both individual CPAs and corporate clients.

Upsides

Increased demand for remote learning boosts LumiQ's podcast-based education platform.

The rise of microlearning aligns with LumiQ's short, focused podcast segments.

Growing podcast industry offers monetization opportunities through sponsorships and partnerships.

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