Salesforce Administrator

• Support our sales, underwriting, and marketing team by optimizing Salesforce Sales Cloud
• Manage day‑to‑day administration, including configuration, reporting, and user support
• Partner closely with business stakeholders to deliver practical, scalable, and impactive solutions
• Resolve user support cases including system issues, training new users, and data loading
• Create and enhance reports and dashboards to monitor key business metrics
• Execute  enhancement projects from design phase through delivery
• Conduct proactive data analysis and monitor data accuracy in

• Bachelor’s degree or equivalent work experience
• 1-2+ years hands on experience administering  to include Flows, Approval Processes, Email Alerts, Tabs, List Views, Record Types, Page Layouts, Buttons, Links, Actions, Custom Fields, Validation Rules, User Roles, User Profiles, Reports, Dashboards, and Data Loader (or equivalent) required.
• Solid Excel experience including in depth knowledge of data manipulation, formulas, and pivot tables required.
• Experience with one-on-one and/or small-group trainings/presentations required.
• Working knowledge of  Marketing Cloud highly desirable, but not required
• Insurance and/or Sales experience desirable, but not required

Demonstrates expertise in  administration, including configuration, reporting, and user support, while effectively collaborating with stakeholders to deliver impactful solutions. Proficient in data analysis and Excel for monitoring business metrics and enhancing operational efficiency.

• Administration
• Data Analysis
• Excel Proficiency
• User Training
• Enhancement Projects

• Flows
• Approval Processes
• Email Alerts
• Custom Fields
• Validation Rules
• Reports
• Dashboards
• Data Loader
• Data Manipulation

• Collaboration
• Problem Solving
• Communication

• Insurance
• Sales

• Salesforce Sales Cloud
• Salesforce Marketing Cloud