About This Role
This role involves the overall functionality and administration of the company's Salesforce system, including user record management, page layouts, workflow assignments, and email templates. You will functionally oversee CRM and reporting applications, maintain internal Salesforce environments, and develop custom reports and dashboards.
Responsibilities
- Execute the overall functionality and administration of the Salesforce system
- Manage user records
- Create new fields, page layouts, and objects
- Manage flow, workflow assignments, and validation rules
- Manage case assignment rules
- Work with Lightning UI
- Create email templates and email alerts
- Merge duplicates
- Functionally oversee the CRM (Financial Services Cloud) and reporting (Analytics Studio) applications of Salesforce
- Maintain and administer internal Salesforce environments including Sales Cloud, Service Cloud, and Financial Services Cloud
- Develop and maintain custom reports, dashboards, and processes to continuously improve data integrity and productivity
- Create ad-hoc reports to meet business requirements
- Manage all new user set-ups and deactivation, including transferring ownership of leads/accounts/contacts/opportunities for deactivated users
- Perform new release evaluations and assess impact
- Perform system integrations in partnership with other key system administrators and Information Technology personnel
- Lead the Bank
- Work closely with the Salesforce and Data Administration Manager to assist in the preparation of executive and board level performance reporting
- Work closely with the L&D Training Department and Sr. Business Analyst to assist with the development of materials and documentation for application users and keep materials up to date
- Identify, diagnose, and resolve end user problems and configuration defects
- Triage and resolve helpdesk support tickets
Requirements
- Associate
- Salesforce Certified Administrator required
- Minimum 2 years in Salesforce Administration
- Minimum 2 years working with Sales, Service and Financial Services Clouds
- Minimum 2-4 years
- Minimum 2-4 years in MCIF & CRM or database management
- Experience with MCIF and CRM database management
- Strong written and oral communication skills
- Strong attention to details and accuracy
- Excellent organization and time management skills
- Self-driven, independent who can manage initiative through completion
- Ability to work with a diverse group of professionals & work as an individual contributor
