Salesforce Administrator

Job description:

The following is a list of essential functions, which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function.

• Execute the overall functionality and administration of the Salesforce system.

  • User Record Management

  • New Fields, Page Layouts & Objects

  • Flow, Workflow Assignments & Validation Rules

  • Case Assignment Rules

  • Lightning UI

  • Email Templates & Email Alerts

  • Merge Duplicates

• Functionally oversee the CRM (Financial Services Cloud) and reporting (Analytics Studio) applications of Salesforce.

• Maintain and administer internal Salesforce environments including Sales Cloud, Service Cloud, and Financial Services Cloud.

• Develop and maintain custom reports, dashboards, and processes to continuously improve data integrity and productivity. Create ad-hoc reports to meet business requirements.

• Manage all new user set-ups and deactivation, including transferring ownership of leads/accounts/contacts/opportunities for deactivated users.

• Perform new release evaluations and assess impact.

• Perform system integrations in partnership with other key system administrators and Information technology personnel.

• Lead the Bank’s Salesforce committees and project teams.

• Work closely with the Salesforce and Data Administration Manager to assist in the preparation of executive and board level performance reporting.

• Work closely with the L&D Training Department and Sr. Business Analyst to assist with the development of materials and documentation for application users and keep materials up to date.

• Identify, diagnose, and resolve end user problems and configuration defects.

• Triage and resolve helpdesk support tickets.

Compliance

• Comply with applicable bank regulations, such as regulations governing currency transactions, purchase of negotiable instruments, and money laundering (BSA, AML).
• Comply with all applicable regulations and Bank policies regarding employment and employment law.
• Participate in annual compliance and other job-related training.

Relationships and Contacts

Internal: Frequent communication with Team Members and Stakeholders in various areas and levels throughout the Bank.

External: Occasional contact with bank’s third party vendors.

Education and Experience

• Associate’s degree in Data Analytics or a business-related field preferred.
• Salesforce Certified Administrator required.
• Minimum 2 years in Salesforce Administration.
• Minimum 2 years working with Sales, Service and Financial Services Clouds.

• Minimum 2-4 years’ experience in digital or data analytics.
• Minimum 2-4 years in MCIF & CRM or database management.

Skills and Competencies

• Experience with MCIF and CRM database management.
• Strong written and oral communication skills.
• Strong attention to details and accuracy.
• Excellent organization and time management skills.
• Self-driven, independent who can manage initiative through completion.
• Ability to work with a diverse group of professionals & work as an individual contributor.
• Proficiency in Microsoft Word, PowerPoint, and Excel.

Working Conditions

Traditional office environment with the ability to work remotely on a hybrid basis; the office maintains five day a week operations (Monday – Friday) with operational hours of 8:00am – 5:00pm.
 

Penn community Bank is an equal opportunity employer.