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EQEquifax logo

Equifax

CRI-Sabana, Costa Rica

Salesforce Support Analyst.

SALES & MARKETING
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 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 engaging and recognizing our employees. Regardless of location or role, the individual and collective work of our employees makes a difference and we are looking for talented team players to join us as we help people live their financial best. Equifax is an Equal Opportunity employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, ancestry, age, sex/gender, sexual orientation, gender identity or expression, service in the Armed Forces, protected veteran status, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law. For US Applicants If you'd like more information on your EEO rights under the law, please view our EEO is the Law Declarations, and Nondiscrimination Provision. If you need a reasonable accommodation to assist with your job search or applicant for employment, please contact us by sending an email to [email protected]. In your email, please include a description of the specific accommodation you are requesting and a description of the position for which you are applying. Equifax participates in E-Verify and Right to Work (English and Spanish).
Pay
Not stated
Where
CRI-Sabana, Costa Rica
Work
Not stated
Type
Not stated
Posted
7 Oct, 2026
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