Salesforce Administrator
Location
Perkasie, PA, USA
Role
Administrator
Contract
Permanent
Salary
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Overview: The Salesforce Administrator plays a key role in delivering the enterprise-wide data analytics strategy. This role is pivotal as it relates to the bank’s position in customer relationship management, advanced reporting and marketing automation.
Responsibilities: The following is a list of essential functions, which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function.
Responsibilities: The following is a list of essential functions, which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function.
- Work closely with the Business Systems Administration Manager to execute the overall functionality and administration of the system.
- User Record Management
- New Fields, Page Layouts & Objects
- Workflow Assignments & Validation Rules
- Process Builder / Visual Flow
- Email & Mail Merge Templates
- Functionally oversee the CRM (Financial Services Cloud) and reporting (Einstein Analytics) applications of Salesforce.
- Develop and maintain custom reports, dashboards and processes to continuously improve data integrity and productivity. Create ad-hoc reports to meet business requirements.
- Manages all new user set-ups and deactivation, including transferring ownership of accounts/contacts/opportunities for deactivated users.
- Performs new release evaluations and assess impact.
- Work closely with the Business Systems Administration Manager to assist in the preparation of executive and board level performance reporting.
- 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
- Explore and evaluate the bank’s customer experience program.
Qualifications: Education and Experience
- Associates Degree in Data, Analytics or a business-related field preferred
- Salesforce Certified Administrator required
- Salesforce Developer Certification preferred
- Minimum 2-4 years’ experience in digital or data analytics
- Minimum 2-4 years’ in MCIF or CRM or database management
Skills and Competencies
- Proficiency in Microsoft Word, PowerPoint, and Excel.
- Experience with MCIF and CRM database management.
- Good organization and time management skills.
- Strong written and oral communication skills.
- Strong attention to details and accuracy.
- Ability to work with a diverse group of professionals.
Location: 219 S 9th Street, Perkasie, PA 18944
Job Type: Full-time
Penn Community Bank
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