Systems Analyst - Salesforce Admin - CCF

Customers Bank•Portsmouth, NH

14d

About The Position

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives. Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered. Who is Customers Bank? Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with. We get you further, faster. Focused on you: We provide every customer with a single point of contact. A dedicated team member who’s committed to meeting your needs today and tomorrow. On the leading edge: We’re innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead. Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we’re a partner you can trust. What You’ll Do: About the role CCF is on a digital transformation journey, modernizing our processes and technology to drive innovation as a leader in commercial equipment finance. We’re looking for a hands‑on Salesforce Administrator / Analyst who loves solution design, can build with confidence, enjoys delivering a superior user experience to increase adoption, and scale our platform across ~40 users. This role will join an existing product team with support from external development resources where complexity exceeds traditional admin scope. Our ideal candidate will be high IQ/EQ, solution oriented, passionate about improving workflows, leveraging automation, and delivering measurable business outcomes through technology and process enhancement alike. Impact you’ll own Platform Architecture, Build and Maintenance: Lead with best‑practice Salesforce tools for process enablement for new features, maintenance of existing functions, prioritized technical debt execution and platform health ownership. DocuSign Administration: Configure and manage IAM, Workspaces, data validations, templates/routing, eVault integration, and reliable status syncs back to Salesforce. UX & Lightning Experience: Standardize Lightning Record Pages, page layouts, and dynamic forms to reduce clicks, increase performance, and make the right data obvious on Account/Contact/Opportunity and key custom objects. Security & Access: Own User provisioning, Permission Sets/Permission Set Groups strategy, least‑privilege reviews, and audit readiness. Integrations Stewardship: Support custom integrations and AppExchange tools — field mappings, error handling/monitoring, and incremental changes; partner with developers/consultants for complex work. DevOps & Releases: Design and run an in‑house deployment process with feature branching, approvals, UAT in a partial copy sandbox, and tested rollback steps Documentation & Enablement: Co‑own Atlassian documentation (ERDs, flow maps, runbooks, deployment notes) and contribute to super‑user/readiness efforts. How you’ll work Operate as part of a cross‑functional team with Product and business stakeholders—co‑creating requirements, shaping solution options, and sharing responsibility for UAT, enablement, and continuous improvement; you contribute deep admin expertise to decisions and delivery. Partner with external developers for work beyond admin scope while keeping the blueprint and releases in your hands. Monitor and evaluate new Salesforce and related platform releases, recommending adoption of features that add business value. Support change management efforts, including communication, training materials, and adoption strategies for system updates. Continue to build a culture based on empowerment, psychological security, and problem solving by participating in all aspects of the change management effort across the organization.

Requirements

5+ years in the Salesforce ecosystem; 3+ years recent experience as a hands‑on Admin.
Salesforce Administrator certification (required); evidence of continued learning (additional certs a plus).
Proven Flow expertise (record‑triggered/screen/scheduled, subflows, fault handling, limits awareness).
DocuSign Experience: Workflow, validations, templates/routing, and Salesforce integration; or similar Document Generation/eSignature tools.
Integration Fundamentals: Credentials or Connected Apps basics, field mapping, error handling/monitoring) and solid data model design skills.
Strong security foundation with Permission Sets/Permission Set Groups and least‑privilege practices.
Willingness to participate in user support, problem-solving, and coaching of best practices.
Clear documentation habits; collaborative design with independent implementation.
Ability to work with the Microsoft Suite and learn/work with other Customers Bank’s applications.

Nice To Haves

DevOps tool experience beyond change-sets, ability to implement and own DevOps process
Docusign Administration Experience: IAM, Workspaces, eVault integrations
Marketing Cloud (Engagement or Account Engagement) admin exposure.
Ability to read Apex and write SOQL/SOSL; SQL literacy for analytics or data tasks.
Experience in financial services or other regulated industries.
Prior consulting experience or exposure to multi‑org/multi‑client patterns.

Responsibilities

Platform Architecture, Build and Maintenance: Lead with best‑practice Salesforce tools for process enablement for new features, maintenance of existing functions, prioritized technical debt execution and platform health ownership.
DocuSign Administration: Configure and manage IAM, Workspaces, data validations, templates/routing, eVault integration, and reliable status syncs back to Salesforce.
UX & Lightning Experience: Standardize Lightning Record Pages, page layouts, and dynamic forms to reduce clicks, increase performance, and make the right data obvious on Account/Contact/Opportunity and key custom objects.
Security & Access: Own User provisioning, Permission Sets/Permission Set Groups strategy, least‑privilege reviews, and audit readiness.
Integrations Stewardship: Support custom integrations and AppExchange tools — field mappings, error handling/monitoring, and incremental changes; partner with developers/consultants for complex work.
DevOps & Releases: Design and run an in‑house deployment process with feature branching, approvals, UAT in a partial copy sandbox, and tested rollback steps
Documentation & Enablement: Co‑own Atlassian documentation (ERDs, flow maps, runbooks, deployment notes) and contribute to super‑user/readiness efforts.
Operate as part of a cross‑functional team with Product and business stakeholders—co‑creating requirements, shaping solution options, and sharing responsibility for UAT, enablement, and continuous improvement; you contribute deep admin expertise to decisions and delivery.
Partner with external developers for work beyond admin scope while keeping the blueprint and releases in your hands.
Monitor and evaluate new Salesforce and related platform releases, recommending adoption of features that add business value.
Support change management efforts, including communication, training materials, and adoption strategies for system updates.
Continue to build a culture based on empowerment, psychological security, and problem solving by participating in all aspects of the change management effort across the organization.