Salesforce and System Administrator

Position Summary :

The Salesforce Administrator will oversee the administration of the Salesforce environment including creating and organizing the existing database of contacts, creating campaigns, and dashboards for use by interdepartmental teams.

Additionally, this role will work with marketing, sales, and operational teams to translate business requirements into Salesforce based solutions and creating, generating, and distributing regular and ad hoc reports.

The ideal candidate will be eager to promote Salesforce and establish it as the system of record in a sales environment that is implementing the system for the first time.

Key Roles / Responsibilities :

• Maintain all basic administrative functions such as user account upkeep, reports, dashboards, workflows, and other day-to-day tasks.
• Build and maintain partnerships with stakeholders to understand their ongoing requirements, translation of business requirements into technical solutions.
• Implementation of solutions into Salesforce as configuration changes, including Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards, and reports.
• Synchronize campaigns with the marketing strategy, ensuring alignment and making recommendations for execution and automations based on Salesforce capabilities.
• Ensure data cleanliness and integrity, uploading new contacts and updating information regularly.
• Collaboratively create training and documentation for use by sales, marketing, and operational teams - outlining processes, policies, and Salesforce help resources.
• Maintain and administer all aspects of user and license management including new user setup / deactivation, roles, profiles, permissions, public groups, OWD, and sharing rules.
• Familiarity with and adherence to best practices governance, security and change management policies and processes.
• Data management to improve Salesforce data quality, implementing rules and automation as needed.

Required Education, Experience, and Qualifications :

• Bachelor's degree in business, Marketing, Computer Science, or a related field.
• Certified Salesforce Administrator (ADM 201).
• At least three (3) years of experience working in a Salesforce Sales and Marketing Cloud organization while acting as an Admin is required.
• Experience with some developer level requirements as well as familiarity using the sales and service cloud.
• Familiarity with 3rd party data storage solutions supporting sophisticated reporting and data analytics requirements (Azure Data Lake, Snowflake, AWS Redshift).
• Familiarity with Salesforce integrations to Identity Access Management services (OKTA, Azure Active Directory).
• Previous experience in a similar role in the financial services industry.
• Proficiency in creating Salesforce profiles, allocating roles, managing access, and crafting custom reports and dashboards.
• Familiarity with interfaces, such as APIs, Salesforce connectors and middleware tools.
• Understanding of basic triggers / Apex code knowledge.
• Knowledge of Salesforce marketing tools at a level that supports weaving them into broader marketing strategies.
• Exceptional attention to detail.

Working Conditions :

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.
• Positions self to install equipment, including under desks.
• Moves throughout the building to access files.
• Must be able to comprehend and follow written and oral instructions.
• Must be able to complete tasks even with frequent interruptions.
• Must be able to use discretion and independent judgment as needed.
• Must be able to speak clearly on the phone and to fellow workers.

This job description should not be interpreted as an exhaustive list of responsibilities or as an employment agreement between the employer and the employee.

The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification and are subject to change as the needs of the employer and requirements of the job change.

Any essential functions of this position will be evaluated as necessary should an employee / applicant be unable to perform the functions or requirements due to a disability as defined by the Americans with Disabilities Act (ADA).

Reasonable accommodation for the specific disability will be made for the employee / applicant when possible.