- Salesforce Migration & Implementation:
- Collaborate with the Salesforce implementation partner on the migration from the current Salesforce Cloud instance to Financial Services Cloud.
- Support requirements gathering, system testing, end-user training, and go-live activities to ensure a smooth transition.
- System Administration & Maintenance:
- Perform day-to-day administration, monitor system performance, and manage user support requests.
- Oversee license allocation, data cleansing, and ongoing stewardship of the CRM system to maintain data accuracy and reliability.
- Platform Optimization:
- Research and implement enhancements, integrations, and system upgrades to improve the quality, functionality, and efficiency of the Salesforce platform.
- Develop and maintain custom objects, fields, flows, validation rules, dashboards, and reports to automate business processes and enhance data integrity.
- Lead efforts to integrate Salesforce with other systems and third-party applications using APIs and middleware.
- Stakeholder Collaboration:
- Partner with internal stakeholders to gather requirements, design solutions, and implement changes that address evolving business needs.
- Proactive Maintenance & Innovation:
- Stay current with Salesforce updates and features, assess their potential impact, and recommend actionable enhancements.
- Conduct regular system health checks, security reviews, and release updates to maintain a robust and secure environment.
- DevOps Management, Documentation and Training:
- Manage the DevOps process, including preparing and deploying change sets across environments.
- Create and update documentation, including user guides, process diagrams, and training materials, to support ongoing user adoption and understanding.
- Oversee sandbox management and establish rules and automation to ensure data integrity.
- Bachelor’s degree in computer science, Information Systems, or equivalent experience.
- Salesforce Administrator and Advanced Administrator Certification is a must. Platform App Builder is a plus.
- 5+ years of Salesforce Administrator experience with a focus on Sales Cloud or Financial Service Cloud and strong knowledge around their features.
- Strong Knowledge of Custom Objects, Validation Rules, Security Settings, Flows/Workflows, Dashboards, etc.
- Experience with Salesforce Lightning App Builder.
- Advanced understanding of data management tools like Data Loader.
- Good understanding of Salesforce data model with SOQL knowledge.
- Excellent problem-solving skills and ability to analyze complex business requirements.
- Excellent verbal and written communication skills and the ability to interact professionally with a diverse group including executives, managers, and subject matter experts.
- Knowledge of Salesforce package implementation.
- Experience with Salesforce Implementation partners such as Kyloe is a plus.
- Understanding of relationship databases and SQL queries is a plus.
- Experience in the financial industry, preferably in Sales within Asset Management.
- Experience with BI tools such as CRM Analytics, Power BI, Tableau, etc.
- Experience in cloud environments, particularly Azure Data Factory (ADF), DBT, Snowflake etc.
- Experience with Salesforce Outlook integration tools, such as LinkPoint 360.
- Knowledge of Salesforce database replication platforms, such as DBAmp or Informatica.
- 8 hour shift
- Monday to Friday
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