Salesforce CRM Administrator

Our goal is to hire and retain talented people with engaging personalities and exceptional work ethics. We believe in recognizing and rewarding employees who consistently perform at a high level.

We offer competitive salaries based upon experience and a comprehensive benefits package upon satisfying eligibility conditions, including health and dental insurance, life insurance, short term and long term disability, and the Bank's 401k Plan.

Position Summary:

The Salesforce CRM Administrator is a talented, highly capable, optimistic and motivated individual. This is an exciting opportunity to not only be the lead on our new Salesforce Financial Services Cloud (SFFSC) but will continue to innovate the future of our CRM. You will have ownership of the day-to-day configuration, support, maintenance and improvement of our CRM platform in a fast-paced environment with over 200 users.

You will be tasked with ensuring seamless functionality and user adoption. This role involves collaboration with key stakeholders to implement best practices, streamline processes, and enhance system performance. The ideal candidate will provide technical support, maintain data integrity, and lead ongoing improvements to maximize platform effectiveness. Additionally, you will have exposure to numerous departments and members of our executive team.

Responsibilities:

• Manage our new SFFSC CRM system and the ongoing customization requests
• Manage all basic administrative functions including user account maintenance, campaigns, business rules, picklist, access privileges, page layouts, data imports, data feeds, custom configurations, reports, dashboards, workflows and other routine tasks.
• Create and maintain custom reports and dashboards to provide actionable insights to stakeholders.
• Adhere to and help enforce Salesforce best practices, coding standards, and security protocols.
• Work closely with IT teams, vendors, third-party developers, internal staff and key stakeholders to deliver Salesforce solutions on time and within budget.
• Stay updated with the latest Salesforce developments, releases, and industry trends. Participate in Salesforce training and certification programs.
• Develop and deliver comprehensive training to ensure users are proficient in utilizing Salesforce for their daily tasks and maximizing its features to enhance their productivity.
• Monitor user adoption and respond as needed to improve adoption rates through additional training, communication, system modification or other resources
• Act as Product Owner by keeping an up-to-date product roadmap and presenting it periodically to the team for process improvement
• Assist business users by analyzing and mapping business processes to Salesforce functionality and developing customizations or using third party apps when necessary
• Work with our operational management team to establish processes to support administrative, development, and change management activities
• Maintain, at least, high-level familiarity with other IT system/business application capabilities and scope definition in order to make recommendations about potential upstream/downstream integration or functionality intersection points
• Support and training of SFFSC users
• Issue resolution through troubleshooting, collaboration with our team, and working with SF support as necessary.
• Collaborate with stakeholders to understand, build, or deliver reporting and/or data visualization.
• Maintain user roles and profiles, security setting, access settings, etc.
• Proactively monitor and maintain the usage of our Salesforce FSC environment.

Position Requirements:

• 2+ years of hands-on experience with SFFSC Admin and or Sales Cloud in a similar environment
• Knowledge of the Commercial Lending and Banking in relations to both processes and regulations
• A bachelor's degree or years of equivalent experience
• Salesforce Administrator certification preferred, with additional certifications being a plus.
• Deep understanding of Salesforce architecture, automation tools, and customization capabilities.
• Extensive experience in the administration and maintenance of the SFFSC system, API integrations, software engineering tools and test-driven development…