The Salesforce administrator position is a highly technical and creative role, focused on developing in our custom Salesforce environment. It’s designed to work closely with the other members of the Salesforce team and Business teams to understand the business needs, estimate and plan the project work in an Agile environment, collaborate on design and prototype solutions, and develop, test, launch and maintain features that resolve business needs and enable new opportunities.

This is a hands-on resource that has familiarity with all aspects of Salesforce, including the technical requirements, system configuration, user requirements, and all related policies and procedures. The System Administrator will execute all configuration changes and will proactively monitor the system configuration and controls.

 

Key Responsibilities:

  • Understands all aspects of Salesforce configuration(technical and functional) for Sales Cloud and Service Cloud
  • Collaborates with the Salesforce users to support them in their role and provide information and training on new features and functionality.
  • Collaborates with the Salesforce Business Owner(s), IT systems leadership, CRM Steering Committee and other stakeholders to ensure functionality meets field needs and to develop ongoing project plan
  • Maintains 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.
  • Champion Salesforce within the technology systems group, educating other team members on the capabilities and potential applications
  • Maintains and communicates system metrics to track trends in usage and data integrity
  • Monitors inbound support requests, assigning accordingly and completing promptly; identifies and implements new ways to automate common/repeated scenarios
  • Participates in formal governance and change/release management processes
  • Track work progress/status; identify risks and constraints, escalate issues as necessary
  • Able to translate business requirements into actionable project plans
  • Able to execute test plans to ensure a quality solution is delivered
  • Develops ad-hoc reports as requested by user groups or stakeholders, performs analysis on data as require
  • Manages all security settings and conduct regular security/configuration audits
  • Manages all new user set-ups and deactivation, including transferring ownership of accounts/contacts/opportunities for deactivated users
  • Executes all configuration changes
  • Performs new release evaluations with Business Owner & executes new functionality roll-outs
  • Regularly audits data to uncover data integrity issues and/or opportunities for process improvement
  • Performs mass data imports using the API or  import tools as requested
  • Manages and implements customization requests, including creating workflow triggers, workflow alerts, automated email responses, etc.
  • Maintains updated system documentation and policies/procedures
  • Maintains the support queue by promptly responding to user questions and requests for administrative support
  • Develops and maintains API scripts and  s-controls to support custom development as needed
  • Develops and maintains naming conventions of picklists, report folders, dashboards, etc. to improve system usability
  • Performs manual or automated data entry/data clean-up as required
  • Modifying the sharing model as required
  • Modifying leads and case setup
  • Creating and managing email and mail merge templates
  • Creating and modifying list views
  • Creating custom fields and modifying picklist values
  • Importing and updating campaign data and creating/modifying Lead Assignment Rules
  • Setting up Useful Links on the Home Page and Creating Web Integration Links
  • Ability to work well autonomously and within a team in a fast-paced and deadline-oriented environment.
  • Ability to work with and influence peers and senior management
  • Self-motivated with critical attention to detail and deadlines and reporting
  • Strong knowledge of AGILE/SCRUM Processes

 

Requirements:

  • Bachelor’s degree in information technology or related field; or an equivalent combination of education and experience sufficient to successfully perform the key accountabilities of the job required
  • 3+ years Salesforce Administrator
  • Salesforce Certified Administrator (ADM201)
  • Fluency in core CRM concepts with a strong analytical mindset
  • Excellent communication and organizational skills
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