Salesforce Administrator

Penn Community Bank•Bristol, PA

3d•Hybrid

About The Position

The Salesforce Administrator will be responsible for executing the overall functionality and administration of the Salesforce system. This includes user record management, creating new fields, page layouts, and objects, managing flows, workflow assignments, validation rules, case assignment rules, and merging duplicates. The role also involves functionally overseeing the CRM (Financial Services Cloud) and reporting (Analytics Studio) applications of Salesforce, maintaining internal Salesforce environments (Sales Cloud, Service Cloud, Financial Services Cloud), and developing custom reports and dashboards to improve data integrity and productivity. The administrator will manage new user setups and deactivations, evaluate new releases, and perform system integrations. Additionally, they will lead Salesforce committees and project teams, assist in preparing executive reporting, support the development of training materials, and resolve end-user problems and helpdesk tickets. Compliance with bank regulations and policies is also a key aspect of the role.

Requirements

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.
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.

Nice To Haves

Associate’s degree in Data Analytics or a business-related field preferred.

Responsibilities

Execute the overall functionality and administration of the Salesforce system.
Manage user records, new fields, page layouts, objects, flows, workflow assignments, validation rules, case assignment rules, and 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.
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.