Salesforce Administrator

Responsibilities

• Execute the overall functionality and administration of the Salesforce system.
• User Record Management: new fields, page layouts & objects.
• Flow, workflow assignments & validation rules.
• Case assignment rules.
• Lightning UI.
• Email templates & 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 deactivations, including transferring ownership of leads, accounts, contacts and 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’s Salesforce committees and project teams.
• 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 senior business analyst to develop materials and documentation for application users and keep them up to date.
• Identify, diagnose, and resolve end‑user problems and configuration defects.
• Triage and resolve helpdesk support tickets.

Comply with applicable bank regulations such as currency transaction, purchase of negotiable instruments, and money laundering (BSA, AML). Comply with all applicable regulations and bank policies regarding employment and employment law. Participate in annual compliance and other job‑related training.

Internal: frequent communication with team members and stakeholders in various areas and levels throughout the bank.
External: occasional contact with the bank’s third‑party vendors.

• Associate’s degree in data analytics or a business‑related field preferred.
• 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’ experience in digital or data analytics.
• 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 detail and accuracy.
• Excellent organization and time‑management skills.
• Self‑driven, independent, capable of managing initiative through completion.
• Ability to work with a diverse group of professionals and as an individual contributor.
• Proficiency in Microsoft Word, PowerPoint, and Excel.

Traditional office environment with the ability to work remotely on a hybrid basis; the office maintains five‑day a week operations (Monday‑Friday) with operational hours of 8:00 a.m.–5:00 p.m.

Penn Community Bank is an equal‑opportunity employer.