Lead, Salesforce Administration & Enablement - Parametric

Morgan Stanley•Minneapolis, MN

5d•Hybrid

About The Position

We are looking for someone to take point on Salesforce administration and delivery for Morgan Stanley's independent affiliate, Parametric. The individual in this role will be responsible for overseeing the ongoing administration and support as well as the lifecycle of Salesforce projects from initial requirements to successful implementation. Through use of project management and Salesforce implementation best practices, the individual in this role will ensure Salesforce projects are delivered on time and meet user needs by working with project teams within and across the organization, coordinating technical delivery and maintaining high quality user relationships throughout the process. A successful candidate will demonstrate in-depth knowledge of Salesforce administration and best practices across various use cases and verticals with a track record of high-quality delivery and end user support. The candidate should be a dedicated, self-motivated, detail oriented, and confident individual who is familiar with the financial industry and has knowledge about the inner workings of CRM and cloud-based technologies. The candidate should have the ability to solve problems, build relationships internally and proactively work to advance Parametric's Salesforce roadmap.

Requirements

7+ years of consulting, product ownership, project management, business analysis, information/data management, or CRM management
5+ years of experience with strategic ownership of elements of a Salesforce platform including vision, roadmap, and work prioritization.
Experience managing a small team providing direct guidance and project leadership as well as mentorship
Comprehensive Salesforce product knowledge and hands-on administration experience with Sales and Service Cloud.
Experience supporting large-scale, technically complex solutions on Salesforce, including experience managing integrations between Salesforce and other tools (Marketing Cloud, Seismic, Workfront, Tableau or other tools via REST APIs)
Strong configuration knowledge with a desire to implement best practice solutions.
Strong communication skills and experience collaborating across many different operating teams, across business and technology.
Highly self-motivated to deliver both independently and with strong team collaboration.
Strong attention to detail and strong written and oral communication skills for a variety of audiences, stakeholder groups, and technical proficiency levels.
Ability to prioritize and manage multiple projects independently and simultaneously meet deadlines and adapt to changing priorities and timelines.
Salesforce Certified Administrator & Salesforce Advanced Administrator certification.

Nice To Haves

Additional Salesforce certifications a plus

Responsibilities

Ensure the org adheres to Salesforce best practices, maintain documentation, and to take ownership of release cycles to implement and deploy new features and updates.
Collaborate with the Salesforce product team and other internal teams to validate business requirements and any downstream considerations for current setup/configuration.
Lead a small team of Salesforce admins and developers to ensure the right work is being prioritized and that personal and professional development goals are being met.
Work in a Scrum (Agile) environment through sprints by tracking progress, status and risks, as well as constraints
Participate in bi-weekly sprint planning to ensure that projects and system needs are allocated and prioritized appropriately.
Own administration support of the Salesforce environment with an eye towards continual improvement and automation of processes.
Proactively perform system maintenance including Security Reviews, Release Updates, Health Check, and Optimizer.
Use data management skills to improve data quality, implementing rules and automation as needed and work with users to create operational metrics and reporting for various use cases across the company.
Develop technical and user facing documentation as needed.
Drive end user enablement and adoption within the platform by ensuring access is provisioned accurately and efficiently, that roles and profiles have clear definition, and that end user communication is succinct and timely.
Willing to participate in broader Platform Implementation projects, as needed.

Benefits

Medical
Prescription Drug
Dental
Vision
Health Savings Account
Dependent Day Care Savings Account
Life Insurance
Disability and Other Insurance Plans
Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
10 Paid Holidays
401(k)
Short/Long Term Disability