-
ERP/CRM Consultant
- Robert Half Technology (New York, NY)
-
Description We are looking for a skilled ERP/CRM Consultant to join our team on a long-term contract basis. In this role, you will primarily focus on Salesforce platform customization and administration to support sales operations and streamline workflows. Based in New York, NY, this position involves a mix of development and administrative tasks, with a focus on enabling key business teams through system enhancements and data-driven solutions.
Responsibilities:
• Serve as the primary administrator for the Salesforce platform, including Sales Cloud and potentially Health Cloud.
• Manage user roles, permissions, profiles, and licenses to ensure proper access and security.
• Design and refine dashboards and reports to provide actionable insights for sales, marketing, and operations teams.
• Customize objects, fields, workflows, and page layouts to meet business needs and improve efficiency.
• Support cross-functional teams by fulfilling reporting requests and handling ad-hoc data analysis tasks.
• Perform regular audits and cleansing to maintain data quality and integrity within the system.
• Identify and implement process improvements in collaboration with stakeholders.
• Research and recommend new Salesforce features or tools to enhance system functionality.
• Stay informed on Salesforce updates and industry best practices to ensure optimal platform usage. Requirements • At least 2 years of experience as a Salesforce Administrator, with hands-on knowledge of platform management.
• Salesforce Administrator Certification (201) is preferred but not mandatory.
• Proven ability to create reports, dashboards, and flows, as well as manage customizations effectively.
• Familiarity with client-side scripting and API development for system integrations.
• Strong understanding of cloud technologies, CRM, and ERP systems.
• Excellent analytical and problem-solving skills with a detail-oriented mindset.
• Outstanding communication and collaboration skills to work with diverse teams.
• Experience in healthcare or regulated environments is a plus but not required. Technology Doesn't Change the World, People Do.®
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
-