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Propertybase Client Services Specialist

Lone Wolf Technologies

Role overview

Qualifications

  • Strong understanding of Salesforce best practices, configurations, and automation tools
  • Experience with Salesforce reports, dashboards, and data management
  • Familiarity with third-party integrations
  • Minimum 2 years of experience in Salesforce administration

Responsibilities

  • Administer, configure, and optimize Salesforce to support customer operations workflows
  • Maintain data integrity by managing deduplication, validation rules, and automation processes
  • Partner with stakeholders to gather business requirements and implement new Salesforce features or enhancements
  • Provide end-user support, training, and troubleshooting while ensuring best practices are followed

Key facts

Hard skills

Salesforce SharePoint Administration Data Management Analytics Configuration Management Test Automation Internal Reporting Zapier Tableau (Business Intelligence Software)

Other skills

  • Troubleshooting (Problem Solving)
  • Problem Solving
  • Communication
  • Collaboration
  • Detail Oriented

About the company

Lone Wolf Technologies logo

Lone Wolf Technologies

Computer Software / SaaS

At Lone Wolf Technologies, we believe making tech for real estate is about much more than just making the best tools. It’s about making them connect, all in one place—to make real estate simple. Our mission is to provide agents, brokers, admins, and associations alike with the technology tools they need to lead in real estate—from the leading transaction solutions in North America to the industry standard in back office and accounting. We’ve been in real estate since our very first day, over 35 years ago now—and in that time, we’ve worked with our users to create technology that works the way they do, connects the way they do, and provides an exceptional experience the way they do.

Company details

Company typeSME
IndustryComputer Software / SaaS
Company size201 - 500

Links

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Job description

The Propertybase Client Services Specialist is a vital part of our Internation Expansion team, responsible for providing outstanding support to our Customer Success and Support teams. Reporting to the GM, Propertybase, you will play a crucial role in ensuring smooth integration between Salesforce and other Business systems. If you enjoy working with data and dashboards this is an opportunity to join a dynamic, fast paced and growing multi-national company in a highly visible role.


ESSENTIAL RESPONSIBILITIES & DUTIES:
  • Administer, configure, and optimize Salesforce to support customer operations workflows.
  • Maintain data integrity by managing deduplication, validation rules, and automation processes.
  • Partner with stakeholders to gather business requirements and implement new Salesforce features or enhancements.
  • Build and manage reports, dashboards, and analytics to track key metrics for Customer Success and Support teams.
  • Provide end-user support, training, and troubleshooting while ensuring best practices are followed.
  • Manage integrations between Salesforce and other business systems, ensuring seamless data flow and accuracy.
  • Maintain clear documentation of system configurations, workflows, and processes.
  • Ensure compliance with company security policies, data governance standards, and regulatory requirements.
  • Continuously seek opportunities to improve Salesforce usability, scalability, and adoption across the organization.

QUALIFICATIONS & SKILLS:
  • Strong understanding of Salesforce best practices, configurations, and automation tools (e.g., Flow, Process Builder, Apex triggers).
  • Experience with Salesforce reports, dashboards, and data management.
  • Familiarity with third-party integrations (e.g., Zapier, Tableau, or customer support platforms).
  • Ability to troubleshoot technical issues and provide clear, timely end-user support.
  • Strong analytical and problem-solving skills with keen attention to detail.
  • Excellent communication and collaboration skills, with the ability to translate business needs into practical Salesforce solutions.
  • Minimum 2 years of experience in Salesforce administration.
  • Salesforce certifications required.
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    MR

    Marcus Rivera

    Chief Revenue Officer

    m.rivera@company.com
    linkedin.com/in/marcusrivera
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