Salesforce Administrator

Job Description

As a Salesforce/nCino Administrator, you will be part of a team at Affinity responsible for delivering and maintaining a world-class CRM solution. You will be responsible for configuration, design, testing and end-user support of SFDC.

The Salesforce/nCino Administrator will collaborate with functional leaders to identify, define, and implement changes and enhancements to meet business requirements.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Manage all aspects of Salesforce and nCino user and license setup, including new user/transfer/deactivation, profiles, roles and hierarchies, record ownership transfers, permissions, public groups, and sharing rules
• Execute Salesforce and nCino configuration changes, including, but not limited to, assignment rules, restriction rules, fields, page layouts, record types, dynamic layouts, custom settings, custom metadata, actions, web-to-lead and web-to-case, list views, dashboards, and reports.
• Be proficient with Salesforce Flow functionality.
• Manage all security settings, conduct regular security/configuration audits and Health checks to optimize system security and performance.
• Manage Salesforce and nCino user support requests, maintain optimal issue resolution turnaround.

• Keep abreast of new Salesforce and nCino features and functionality working with management and users and provide recommendations for process improvements.

• Provide post go-live support and ensure issues are resolved on time to get the full benefit out of enhancements
• Manage sandbox environment setup.
• Actively participate in the data discovery leveraging data management systems and/or other data sources.
• Perform Salesforce and nCino release evaluation and execute new functionality rollouts.
• Regularly audit data to uncover and remedy data integrity issues, perform data cleanup and de-duplication.
• Maintain technical documentation and participate in testing of new functionality.
• Implement and maintain integrated applications.
• Work with developers to coordinate any required code changes.
• Assist in the solutioning of business problems and work with stakeholders to define system requirements.
• Assist with translating product roadmap features into well-defined product requirements/user stories and acceptance test criteria.
• Assist with coordination of communication, and facilitate resolution of risks, issues, and changes tied to the Product Backlog.

MISCELLANEOUS RESPONSIBILITIES

• All other duties as assigned.

EDUCATION and/or EXPERIENCE REQUIREMENTS

Bachelor’s degree in Computer Science or related field with a minimum of 5 years' experience with  and other Salesforce products development on the  Experience in financial services and with financial services cloud strongly preferred. nCino experience is required. nCino certification is preferred. Salesforce Administrator or Advanced Administrator Certification is required.

MINIMUM QUALIFICATIONS

• Salesforce Administrator or Advanced Administrator Certification
• 5+ years’ experience with Salesforce as an administrator
• 4+ years’ experience with nCino as an administrator
• Experience across a wide variety of project management methodologies (waterfall, agile, scrum, hybrid, etc.)
• Experience with SDLC tools (Jira or equivalent)
• Proficiency with Salesforce configuration, object customization, and security model
• Understanding of Lightning Platform
• Knowledge of APEX, Copado, Shield is preferred
• Strong analytical skills with a thorough understanding of how to interpret business needs and translating those into technology and operational requirements.
• Ability to work independently as well as collaboratively.
• Enthusiastic, professional, and confident team player with a strong focus on customer success who can present effectively even under adverse conditions.
• Excellent written and oral communication skills
• Experience with Microsoft Office (Project, Word, Excel, and PowerPoint), email and electronic calendar (Outlook), Zoom
• Experience with Microsoft Visio or similar flowcharting application

Affinity strives to maintain balance between our employees’ personal and professional responsibilities. All full-time employees receive a highly competitive and multi-faceted Total Rewards package…