About the role
We are looking for a highly skilled Salesforce Virtual Assistant with strong technical expertise to support the Salesforce and data operations of a real estate brokerage firm. This is a technical role — not an admin or data entry position — and requires hands-on Salesforce experience, problem-solving ability, and ideally some background in AI/coding/automation development.
Responsibilities:
Salesforce Administration & User Management
Conduct onboarding and offboarding of brokers and staff within Salesforce
Manage Salesforce users and maintain Call Automation Systems
Provide general Salesforce training to staff as needed
Data Quality & Management
Implement Data Quality best practices including standardization, defragmentation, deduplication, and research techniques for single or mass updates
Utilize ETL tools (DemandTools) for mass insert and update of records via operational and ad-hoc protocols
Cleanse and complete spreadsheet data for data loading processes
Reporting & Dashboards
Manage and maintain operational dashboards for management and brokers
Conduct ad-hoc reporting as requested
Automation & Development
Manage and repair Broker Call Automation Systems with the Data Admin team
Manage Salesforce automation efficiencies and develop growth in automation for staff and brokers
Maintain automation quantities to prevent SOQL Query Limits
Data Load scripting using DemandTools
Lead Generation — Data Loading, Mining, and Deployment Flow
Documentation
Create and maintain process documentation for operational protocols
Requirements:
Salesforce/CRM experience — required
Apex development experience — required
Strong data quality and deduplication skills
Experience with project management, data reporting, and visualization
Proficiency in GSuite, MS Excel, MS Word
Detail-oriented with strong problem-solving skills
Good work ethic, punctual, and receptive to feedback
Nice to Have
Apto experience
DemandTools / ETL experience
Adobe Creative Suite
AI/coding background or interest in automation development