Purpose:The Salesforce Administrator is responsible for the configuration, maintenance, and integration of the Salesforce Financial Service Cloud platform and will serve as the point of contact for Salesforce issue management and reporting needs for the Company. The Salesforce Administrator is a solution architect and primary point of contact for our lines of business. We work closely with users to enhance their system experience and efficiencies while staying on top of updates from Salesforce.
Essential Functions:
Proactively seeks out, identifies, and implements system changes to support business needs, usability, data collection and process simplification.
Maintains system security and integrity regarding all user information. This includes updates, reassigning system permissions, designing, creating, and maintaining roles and hierarchies, and monitoring usage and storage.
Identify, diagnose, and resolve problems within the Salesforce environment.
Coordinates the evolution, scope, and completion of new development or process and workflow changes.
Maintains, enhances, and creates workflows, functions, and configurations within the Salesforce environment.
Ensures integration and data exchange between Salesforce and external services, providers, or platforms.
Builds, customizes, and supports reports or dashboards within Salesforce. Preferred CRMA and Einstein Analytics dashboard and reporting experience.
Organizes, tests, and approves system changes prior to deployment.
Assesses the impact of new requirements on Salesforce and all interconnected upstream and downstream applications, systems, and processes.
Supports interfaces between Salesforce Financial Services Cloud and Marketing Cloud, including tracking of Marketing Engagement, Web to Lead forms, Distributed Marketing and future Marketing Cloud functionality.
Trains users on new and existing features within Salesforce.
Demonstrates the standards and principles of the Five Star Bank experience in every interaction with internal and external customers, associates, and stakeholders. Incorporate the high-performance behaviors of teamwork, leading by example, and service in every facet of work.
Job Related Qualifications:
Education: Bachelor’s Degree in Business, Analytics, Information Systems or related field.
Prior Experience: 2+ years of Salesforce experience, preferably in the Banking industry.
Licenses or Accreditation: Experience with MuleSoft, Marketing Cloud and CRMA Analytics preferred.
Competencies:
Knowledge of Salesforce configurations, workflows, process builder and automation tools.
Excellent verbal and written communication skills
Strong analytical and problem-solving skills
Ability to work independently and manage multiple projects simultaneously.
Physical Requirements:
Able to regularly sit for prolonged periods of time.
Able to travel:
Occasionally
Extensive computer usage is required.
Benefits:
• Medical, Dental, and Vision Insurance
• Health Savings Account
• Flexible Spending Account(s)
• Company Paid Life Insurance, Long-Term Disability, and Short-Term Disability
This job description is not exhaustive. The Salesforce Administrator may be required to perform other duties as assigned. The expected rate of pay for this position is shown above. Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. In addition to your base rate of pay and a competitive benefits package, successful candidates may be eligible to receive cash or equity-based incentives based on the role and performance.
Equal employment opportunity, including veterans and individuals with disabilities.