Customer Success Admin

About Us

Rootstock Software® is disrupting the ERP space! We are a worldwide provider of cloud ERP on the Salesforce Cloud Platform. When combined with Salesforce CRM, Rootstock Cloud ERP offers manufacturing, distribution, and supply chain organizations a single platform to grow and manage their businesses. Rootstock Cloud ERP is a flexible, modern, and digitally connected system that transforms companies to deliver a more personalized customer experience, efficiently scale operations, and out-service the competition.

Rootstock Software® serves customers throughout North America, Europe, and Asia Pacific and is available exclusively on the Salesforce Platform (Force.com) via the Salesforce AppExchange, the world’s most-popular marketplace for business apps. Organizations now have insight on what is happening or what will happen at each step of the manufacturing, distribution, and supply chain processes.

This is a remote position, based in the United States.

Summary:

The Customer Success Admin (CSA) is a key member of the Customer Success Team responsible for the day-to-day support of the team and our customers. This role is part technical project manager, part administrator, part Salesforce analyst and 100% dedicated to our mission.

Responsibilities:

• Handle all basic administrative functions including user security, modification of page layouts, generation of reports and dashboards, creation of new fields, and flow automation
• Gather detailed requests for customer improvements or changes to their systems and assist customers in implementing these changes as appropriate.
• Recommend additions to the packaged product
• Automate processes using Salesforce tools such as flow automation, approval processes, validation rules, and Lightning.
• Manage less complex Salesforce integrations - those not handled by a Salesforce Developer or Consultant/Partner
• Train team members and grow the Salesforce skill set across the organization
• Document customizations made in Salesforce

Requirements:

• Bachelor’s degree from an accredited college or university
• 2+ years of experience working in an equivalent role in a Customer Success or Operations environments for a software company.
• Excellent project management skills and a positive attitude
• Demonstrated ability to meet deadlines, and handle and prioritize simultaneous requests
• Creative and analytical thinker with strong problem-solving skills
• Must demonstrate ability to communicate effectively verbally and in writing with all levels of the organization
• Ability to critically evaluate and prioritize information gathered and reconcile conflicts
• A demonstrated ability to understand and articulate complex processes
• Strong Salesforce interest and ability to quickly master new technology
• Strong understanding of the Salesforce platform, with the ability to build custom apps and objects, formula fields, processes, custom views, and flow automation.
• Strong understanding of Salesforce best practices and functionality preferred
• Minimum two years of experience as a Salesforce administrator preferred
• Salesforce Admin (ADM201 and ADM211) certified preferred
• Experience with ERP and Financial processes preferred

We offer our team members competitive compensation, world class benefits, work life balance (flexible schedules, telecommuting, vacation time off), and the opportunity to work alongside an amazing and supportive team!

Rootstock values diversity and is an Equal Opportunity Employer.