The Salesforce Administrator II will actively collaborate with members of the Customer Experience Office and business stakeholders to continually improve and enhance our Salesforce platform, gathering requirements and feedback, designing scalable best practice solutions, and understanding of the product roadmap. This position is responsible for change management and governance, as well as communicating, prioritizing, and managing all aspects of a Salesforce project in conjunction with other members of the CX team.
The successful candidate will have a background in Financial Services and, specifically, the Salesforce Financial Services Cloud platform. The Salesforce Administrator II will understand both our current setup and our business objectives to quickly identify areas of improvement. In this role, the Salesforce Administrator II will work closely with CX Leadership, team members and subject matter experts and must have the ability to translate technical information into layman's terms, clearly explaining design options and their potential impact.
SALESFORCE DESIGN AND SUPPORT: Manages all aspects of the Sandbox and UAT environments of the FSC platform. Excellent knowledge of configuring and appropriately recommending Salesforce tools such as Action Plans, task automation, Workflow, Process Builder, Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards, and reports. Address support tickets for more advanced functionality and project requests. Identify unused or underutilized functionality, and gather requirements, translating into best practice, scalable solutions with a focus on exceptional user experience. Proactively work with CX leadership to deploy new functionality as it relates to the product roadmap. Participate and regularly schedule 'open office hours.' Gather project requirements, build project plan, execute plan, supervise testing, and deploy project changes to the platform. Actively participate in the drafting and deployment of user training and technical documentation. 70%
SYSTEM MAINTENANCE: Proactive system maintenance including Security Reviews, Release Updates, Health Check, and Optimizer. Data management to improve Salesforce data quality, implementing rules and automation as needed. Oversight of the de-duplication process and data cleanliness, including testing, monitoring, and implementing required tools. Ownership of integrated applications and managed packages such as (but not limited to): DocuSign, Own Backup and Conga. 30%
Bachelor's Degree in Business Administration, Management, Marketing or related field
Certified Salesforce Administrator
Financial Services Cloud Specialist Superbadge within 3 months
Process Automation Specialist Superbadge
Certified Salesforce Platform App Builder
3+ years' experience with Financial Services Cloud Salesforce platform
3-5 years' experience in a Financial Services Institution required