Salesforce Administrator

OrigenceIrvine, CA
10h$78,600 - $98,200

About The Position

With 30 years at the forefront of fintech innovation, we specialize in SaaS lending solutions that lead the industry. Our core mission is customer-centric, focusing on empowering Credit Unions across the United States with the tools to offer accessible, competitive lending services. We're deeply committed to enhancing the financial ecosystem for a broad network of credit unions, members and auto dealers. We invest in our greatest assets, our employees, and foster a culture of innovation and ownership through freedom and responsibility. We celebrate fiscal accountability, operational rigor and efficiency to create a sustainably healthy and robust business for the long term. About you You are a self-driven, conscientious, fiscally responsible, self-aware, passionate and compassionate professional. You are comfortable with ambiguity, eternally curious, and love problem solving. You operate as an owner and work with a growth mindset. You are extremely productive on your own, and act as a multiplier collaborating with others. You are tireless in questioning the status quo and pursue the best answers to the hardest problems to the benefit of the business. Your focus is strong and capable of context switching and pivoting with the business. In the vacuum of leadership, you assume it. The Salesforce Administrator is responsible for administering, configuring, and enhancing the Salesforce platform, with working knowledge of ServiceNow and NICE contact center systems. This role partners with Sales Management and internal teams to identify process gaps, streamline sales and service workflows, and ensure accurate capture of field and sales activity. The position leverages Salesforce and ServiceNow AI capabilities to improve productivity, automate routine tasks, and deliver actionable insights through dashboards and reports.

Requirements

  • B.A degree in Information Systems or related field
  • A minimum of five years experience in business analysis and design experience working with client relationship management systems and database technology.
  • Salesforce Administrator certification or equivalent experience
  • A minimum of four years of Salesforce administration and/or development experience
  • Direct experience with Salesforce Sales Cloud and Service Cloud [A1] applications
  • Direct experience with Salesforce technologies including flows, assignment rules, triggers, Visual Force pages, custom fields, APEX code, Importer and Data loader [A2]
  • Background integrating third-party applications including a marketing automation platform with Salesforce
  • Working knowledge of product sales lifecycle
  • Autonomous, self-directed; works well under little supervision, takes initiative and follows through
  • Excellent attention to detail, strong analytical skills and complex problem-solving capabilities
  • Excellent verbal and interpersonal communication skills with the ability to communicate effectively at all levels of the organization
  • Excellent teamwork skills
  • Strong database skills including knowledge of relational databases and SQL query construction
  • Strong Excel skills including knowledge of pivot tables, formulas, graphing and statistic functions

Nice To Haves

  • Some knowledge of ServiceNow

Responsibilities

  • Administration: Establish and maintain the integrity and quality of the system used to capture client and sales activity data.
  • Administer and support Salesforce user enrollments, profiles and roles, object customizations and security, workflows, custom fields, page layouts and validations.
  • Capture, log, and resolve production support issues/inquiries
  • Manage existing and implement new third-party products/applications onto the Salesforce platform
  • Compose and publish internal system change communications
  • Create and maintain documentation of all application integrations and all custom development on the Salesforce platform
  • Remain current on Salesforce.com best practices and technologies
  • Prepare long-range strategies for SalesForce about security changes/requirements and system upgrades
  • Support NICE phone system integrations and call intelligence
  • Analysis: Proactively identify inefficiencies while collaborating regularly with Sales Management
  • Develop business improvement recommendations
  • Complete analysis, design and requirements documentation that define new and revised features and functions
  • Create dashboards and reports detailing these performance metrics identifying any excessive variances from norms and other remarkable conclusions
  • Development: Develop solutions within the SalesForce system using current best practice, technology and/or manage consultants and/or offshore resources in support of Salesforce development work
  • Contribute to annual department budget considerations

Benefits

  • Flexible Working Environment
  • Paid Time Off
  • 401k (8% match)
  • College Tuition Benefits/ Tuition Reimbursement
  • Good Benefits options
  • Company Culture!
  • Cultural and Holiday celebrations, Theme days like Star Wars Day & Bring your Kids to Work Day, Monthly Townhalls and Quarterly Company Meetings that ensure awareness, inclusion, and transparency.
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