Operations - Process Manager - Sr

Sr. Salesforce Administrator

This role will support a highly visible Treasury Management project focused on standardizing call center systems and developing new Salesforce processes for Voice Center operations.

Work as part of a focused project team under the direction of a Product Manager and Lead Advanced Salesforce Administrator.

Design, configure, and implement new Salesforce workflows from the ground up to support the Voice Center's handling of Treasury Management questions and issues.

Translate complex business requirements into scalable Salesforce solutions utilizing automation tools such as Flow Builder, custom objects, fields, page layouts, and record types.

Take ownership of end-to-end technical implementation for assigned project deliverables.

Participate in Agile/Scrum ceremonies, including sprint planning, daily stand-ups, and retrospectives.

Configure and manage user setups, roles, profiles, permissions, and sharing rules to ensure data security and compliance.

Collaborate with business partners, technical teams, and stakeholders to develop solutions that improve the user and client experience.

Serve as a Salesforce subject matter expert, providing technical guidance and recommendations for new workflows and processes.

Create, maintain, and enhance Salesforce reports and dashboards to track Treasury Management metrics and service-level agreements (SLAs).

Work independently, exercise professional judgment, and make technical decisions that support project objectives and business requirements.

Ensure Salesforce configurations follow established best practices for scalability, security, and system performance.

Minimum 3 years of hands-on experience as a Salesforce Administrator.

Active Salesforce Certified Administrator credential required.

Proven experience designing, building, and configuring Salesforce processes, workflows, and automations from the ground up.

Strong hands-on experience with Salesforce configuration, including Flow Builder, custom objects, fields, page layouts, and record types.

Experience managing Salesforce user access, roles, profiles, permissions, and sharing rules.

Strong understanding of Agile/Scrum methodologies and experience working in an Agile development environment.

Experience translating business requirements into technical Salesforce solutions.

Ability to independently manage technical deliverables and take ownership of end-to-end implementations.

Excellent relationship-building skills and ability to collaborate with technical and non-technical stakeholders.

Strong analytical, troubleshooting, and problem-solving abilities.

Excellent written and verbal communication skills.

Strong organizational skills and attention to detail.

Ability to work effectively in a fast-paced, collaborative project environment.

Must be able to work onsite in Richmond, VA, McLean, VA, or New York, NY.

Active Salesforce Advanced Administrator Certification.

Experience using Visual Studio Code.

Familiarity with Jira, Git, and Git repositories.

Familiarity with AWS integrations, APIs, and their interaction with Salesforce.

Previous experience supporting Treasury Management operations or financial services organizations.

Experience supporting Salesforce implementations within call center or Voice Center environments.