Salesforce Support Officer

City National Bank • Beverly Hills, CA

2d

About The Position

The Salesforce Support Officer will support the division to ensure usage of the Salesforce CRM platform is optimal. Using knowledge of City National's marketing, sales, and service functions, this colleague is able to help the division with optimizing their use of the Salesforce platform for process-and policy-compliant performance. As the Salesforce platform evolves, this colleague will help colleagues continuously increase their success with the platform through communications, training, and support services. They will help to further develop division usage of the Salesforce platform to ensure delivery of high quality solutions to meet business needs, including advocating for the introduction of new features capabilities. A team player with a collaborative, service-dedicated and solutions-oriented mindset is essential.

Requirements

• Minimum 3 years of experience as a Business Analyst required
• Minimum 2 years of experience in a related field (financial services, sales, CRM/customer relationship management) required
• Minimum 3 years of experience in a technical support and/or customer service role required
• BA / BS degree or equivalent
• Passion for the client and user experience
• Strong analytical and problem-solving skills (identify issues, analyze root causes, structure problem assessments, develop options and recommendations)
• Strong communication and negotiation skills and the ability to interact effectively
• Strong attention to details in order to support platform users
• Proven track record in achieving results; ability to coordinate and prioritize concurrent activities within deadline-driven climate
• Ability to work independently and in collaborative teams
• Strong verbal and written communication skills, including the ability to develop easy-to-understand user documentation and platform reports, and to explain solution steps for complex issues
• Outstanding listening skills, and ability to patiently, constructively interact with diverse stakeholders who may be experiencing challenges with the platform
• Proven ability to adjust quickly to shifting priorities, multiple demands, ambiguity and rapid change
• Ability to successfully understand and implement policies, procedures and technology

Nice To Haves

• Preference for individuals with related Salesforce.com certifications; if not yet held, ability to become certified with the first months of tenure
• Preference for experience with Agile systems development, Salesforce.com, and /or CRM processes and platforms

Responsibilities

• Serve as the subject matter expert and first point of contact for day-to-day support of the Salesforce platform users: answer questions; help with access and usage requests and needs; identify and act on issues, including route or escalate to the appropriate corporate Salesforce support team for follow-up.
• Lead and champion division usage of the Salesforce platform by teaching and supporting users to perform marketing, sales, service, and other business functions.
• Act as the division advocate for the introduction of new ideas and Salesforce platform feature capabilities.
• Advocate, innovate and create Salesforce advancements.
• Provide feedback to corporate Salesforce support team to help design and execute a broader support model, inclusive of self-service materials/capabilities, coordination with the Help Desk.
• Support Salesforce evolution as new functionality and features are introduced, ongoing; participate in projects as a Subject Matter Expert to the division, to drive product roadmap successfully forward; support users as changes are introduced via communications and rollout support.
• Expand and improve knowledge base of the division users to minimize cases and avoid repeat issue escalation.
• Create and maintain custom reports and dashboards for division sales and business teams.
• Works closely with management team in the division to ensure optimal use of the tools.
• Support successful adoption of upcoming and ongoing Salesforce.com new release features.
• Lead and manage Salesforce and other related projects.

Benefits

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
• Generous 401(k) company matching contribution
• Career Development through Tuition Reimbursement and other internal upskilling and training resources
• Valued Time Away benefits including vacation, sick and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• Career Mobility support from a dedicated recruitment team
• Colleague Resource Groups to support networking and community engagement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees