Job Description

At Haynes Mechanical Systems, we have spent over 58 years building a company that we can be proud of - a company that focuses on working together with our customers to provide solutions to their heating, ventilation, and air conditioning needs.

We are a fast-growing commercial HVAC, building automation, and energy services company. Our culture exemplifies achieving excellence in everything we do. We are collaborative and work towards the best result for our customers. Our culture is based on four ideals: family-owned, focus on our associates, dedication to our customers, and continuous improvement. 

COMPETITIVE BENEFITS PACKAGE:

• Company Vehicle
• Comprehensive Medical, Dental, Vision plus employer contributions
• 401K - Matched
• Paid Time Off
• Paid Holidays
• Employee Assistance Program
• Tuition Reimbursement
• Gym and Fitness Reimbursement
• RTD Benefits and Taxi Vouchers
• Company Events and Awards
• AND MORE!!

POSITION SUMMARY:

This position blends traditional sales administration with Salesforce platform ownership. You will be responsible not only for supporting our sales associates and leadership with day-to-day execution, but also for owning the systems, automation, reporting, and data integrity that drive forecasting, pipeline management, and customer experience.

The Salesforce Administrator should enjoy all aspects of user management including support tickets, training, and designing solutions with user satisfaction as a priority.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Serve as the primary administrative support for the Sales organization, ensuring smooth execution from lead to contract across our three sales departments

• Own all aspects of user and license management including new user setup/deactivation, roles, profiles, permissions, public groups, OWD, sharing rules

• Create and implement Salesforce configuration changes, including (but not limited to): Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards and reports

• Implementation project management for new M&A – initial configuration, data migration, training & support for new users

• Work with sales reps to maintain accurate opportunity, account, and contact records in Salesforce

• Assist sales leaders with forecasting, pipeline tracking, and reporting

• Assist in preparing sales reports, presentations, and dashboards for leadership and sales meetings

• Train end users, new associates, and key stakeholders on Salesforce and own communication of any platform changes

REQUIRED SKILLS & EXPERIENCE:

• Strong Salesforce product knowledge – a minimum of 2+ years experience of Salesforce Administration, including hands-on experience with Sales Cloud - Service Cloud experience preferred

• Proven ability to implement Salesforce configuration changes, including (but not limited to): Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards and reports

• Skilled in user and license management such as new user setup/deactivation, roles, profiles, permissions

• Demonstrated success designing scalable, best practice solutions

• Strong track record in user enablement, including training and creating clear technical documentation

• Experience in change management and governance

PREFERRED QUALIFICATIONS:

• Certified Salesforce Administrator

• Experience supporting B2B sales teams, preferably in construction, HVAC, engineering, or professional services

• Experience working with quoting, contract management, or project handoff processes

• Bachelor’s/Postgraduate degree, or professional qualification  

• WHY HAYNES:

• At Haynes Mechanical Systems, we invest in our associates, our tools, and our systems to deliver exceptional service to our customers. This role is a key part of how we scale our sales organization, improve customer experience, and drive profitable growth. You will have direct influence over how our sales engine runs for years to come.

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