Salesforce & Planhat Admin Support

I’m looking for a versatile admin who can finish our Planhat build-out and keep Salesforce running smoothly. On the Planhat side the immediate priority is to polish workflows and dashboards, extend reporting, and set up a few key automations so my CS team finally gets a single, reliable view of the customer journey. Integrations are already half-wired, so you’ll be tightening the last screws rather than starting from scratch.

Salesforce needs lighter attention: routine user management, occasional minor configurations, and the kind of data hygiene that prevents bad reports before they happen. When questions pop up from sales or success reps I’d like you to jump in, troubleshoot, and document fixes so everyone stays productive.

Beyond the daily tickets, I value fresh eyes on our processes. I’m specifically interested in efficiency improvements—anything that removes manual steps, speeds hand-offs, or surfaces cleaner data for leadership.

Core requirements
• Hands-on Salesforce admin experience (certification a plus).
• Familiarity with Planhat or a similar CS platform and the willingness to ramp up fast.
• Strong data mindset and clear English communication for remote collaboration.

Engagement details
I’m flexible on hours: part-time or full-time contractor, may require more hours in the first 1-2 months. We can structure the agreement on an hourly pay basis. If this matches your skills and availability, let’s talk timelines and deliverables. This will be fully remote.