Salesforce Data Specialist and Bond Researcher

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TYPE OF WORK

Part Time

SALARY

$1,000

HOURS PER WEEK

30

DATE UPDATED

Sep 9, 2026

JOB OVERVIEW

Role Summary:
As a Salesforce Data Specialist and Bond Researcher, you will review bond measure reports and perform in-depth research on school districts, cities, and counties to identify playground equipment and site amenity opportunities. You’ll play a critical role in tracking and managing these opportunities in Excel and Salesforce, ensuring a smooth handoff to sales. You will also manage Salesforce data quality and help to add new data into Salesforce.
Key Responsibilities:
• Analyze bond measure reports to identify relevant opportunities.
• Research school, city, and county websites to determine fund usage.
• Identify and contact decision-makers managing bond funds and projects.
• Log all activities in Excel and Salesforce ensuring data accuracy and avoiding duplicates.
• Track opportunities through defined stages and provide weekly reports.
• Collaborate with sales and marketing teams to transition leads into opportunities.
• Manage Salesforce data review and updates.

Qualifications:
• Strong research and analytical skills, with attention to detail.
• Proficiency in Excel and Salesforce CRM.
• Excellent communication skills, both written and verbal.
• Resourceful and proactive in finding information and building relationships.
• Experience in research or sales support roles is a plus.
• Strong organization and problem-solving is critical.
• Experience with US schools, local government entities, cities or counties is a plus.

SKILL REQUIREMENT
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