Vacancy expired!
- 2 video rounds
- 1 on-site interview - company will pay for travel
- 2+ years of experience as a Salesforce Administrator - Any experience or desire to learn Salesforce Development is highly preferred (Language = Apex)
- 80% administrator work, 20% development
- Industry knowledge surrounding financial services, fintech, investment management, etc.
- Strong communication skills and ability to work with end users/stakeholders
- Any experience integrating Salesforce with Informatica, APX, Charles River or other financial systems
- Administrator – Maintain Salesforce on an everyday basis, ensuring it functions as expected. Oversee daily tasks/jobs, maintenance, clean-up, integrations, and problem resolution. Provide training and user support.
- Business Analyst - Work cross-functionally, leading exploratory discussions and requirement gathering sessions with multiple business groups. Interact closely with functional leaders and business groups to identify, develop, and deploy new business processes.
- Project Manager – Shepherd the implementation of new processes, data, and/or integrated software. Guide projects successfully, achieving deadlines and results, and organizing the relevant people/groups along the way.
- Oversee all day-to-day Salesforce administration and drive roll out of projects.
- Create, utilize and maintain custom objects, fields, validation rules, workflow rules, process flows, email alerts, views, reports, dashboards, and page layouts across firm
- Oversee administration of new users, role and profile management, and general end user assistance
- Ensure data integrity through ongoing data analysis, record maintenance, data uploads and related tasks
- Manage system/software and data integrations and work to resolve any issues
- Connect frequently with internal stakeholders to understand current and future needs and plan/prepare for value add enhancements to Salesforce
- Build business users trust and respect, establish relationships, and develop rapport
- Communicate regularly with Salesforce users regarding new features, enhancements and changes
- Document processes and workflows. Create manuals and reference material on a consistent basis
- Technical competency and growth capacity – We expect a baseline technical knowledge so you can step into the day-to-day administration quickly with a limited learning curve. We have room to accommodate growth/learning on the job for higher-level skills within the system. We are leanly resourced, so this is an execution-oriented role and we need you to keep the system running, which does require some administrative tasks.
- Two+ years as a Salesforce Administrator is the baseline. Credentials and designations for Salesforce are expected. Strong understanding of Salesforce best practices and functionality desired. A natural curiosity of technology and a desire to further your technical knowledge of Salesforce are critical
- Our Salesforce administrator will frequently communicate updates, processes, and explanations across a wide spectrum of stakeholders and users. We need someone with excellent interpersonal and communication skills that can forge productive relationships with individuals of varying degrees of technical competency and organizational hierarchy. A strong in-person communicator is required; someone effective with both high quality advocacy and inquiry. We need an excellent listener, effective at eliciting needs and truly hearing the other side and also an excellent advocate, highly competent at productively expressing their own POV and explaining rationale and reasoning. Must be able to mediate different opinions and achieve shared outcomes.
- This role requires more than just keeping the status quo working. While maintaining the current state is a critical part of the job, we need someone who can also work with business groups to tackle new builds and workflows. We need someone who will analytically evaluate information gathered from multiple sources, reconcile different perspectives, break down complex topics into understandable pieces, and work out executable solutions. We’re looking for a strategic thinker who can help our business and processes scale, not just put in short term fixes
- There are many moving pieces to our Salesforce implementation and our staff relies on it every day to do their jobs. Juggling multiple projects on top of the everyday administration is required. We need someone who can work on multiple tasks and consistently deliver high quality results with aggressive timelines. Personal organization, accountability, and overall execution are paramount. Additionally, we are seeking a true professional here, so we expect you to function independently, at a high level, and with limited supervision.
Vacancy expired!