Salesforce Administrator - Wealth Management Systems
Location
Kansas City, Missouri, United States
Role
Administrator
Contract
Permanent
Salary
n/a
About Working at Commerce
Wouldn’t it be great to build your career at a bank that’s known for helping people with their financial challenges? That’s exactly what you’d be doing when you join the team at Commerce Bank. We’re looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You’d be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.
No wonder we’ve been an industry leader for over 150 years and have developed a reputation as a great place to work in the financial services world. If you’d like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We’re always looking for the best and brightest.
About this Job
Commerce Bank, based in Kansas City, MO, is looking for a dynamic, service focused and technically adept individual for our Salesforce Administrator role in our Wealth Management division. The Commerce Trust Company, a division of Commerce Bank, is ranked among the top 25 investment advisors in the U.S. with over $67 billion in client assets. The Commerce Trust Company concentrates on serving individuals, families, business owners and institutions investment management needs through a combination of world class capabilities and resources, objective advice, customized solutions and unparalleled service. Ideal candidate should be a motivated and organized self-starter with strong attention to detail with excellent written, verbal, and interpersonal communication skills and the ability to manage multiple priorities.
Essential Functions
Design, create and maintain user roles, security levels, sharing rules, profiles, and hierarchies
Manage and oversee user licenses and periodically perform internal system audits
Support day-to-day Salesforce platform needs and configurations including daily user support while partnering with APEX developers as needed
Create and maintain documentation of processes, policies, application configuration, and help related materials for internal Salesforce user base
Work on ad hoc reporting requests as needed
Utilize and integrate third-party tools/apps to regularly perform database de-duping and cleanup procedures
Ensure data integrity by merging duplicate contacts and accounts, removing unnecessary fields and data, and monitor application storage and archive data as needed
Modify and build Salesforce Flow processes to support business needs
Own, design, build and deliver projects outlined in the division’s roadmap
Manage the software testing process
Perform other duties as assigned
Knowledge, Skills, and Abilities Required
Strong knowledge of Salesforce and Salesforce Financial Services Cloud, solid understanding of relational databases and data integration tools
Strong ability to perform data validation, processing, and maintenance tasks
Ability to implement and manage API integrations
Advanced ability to proactively identify and define operational needs; identify and implement short and long-term solutions
Ability to build and modify Salesforce Flows of intermediate to advanced complexity
Proactive with the ability to improve processes to maximize team efficiency
Ability and willingness to remain current with Salesforce releases, features, and best practices
Proven ability to effectively troubleshoot and support users through a help desk; Ability to manage expectations and explain technical details
Inquisitive, agile, and strong team player
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Strong level of proficiency with Microsoft Word, Excel, and Outlook
Education and Experience
Bachelor’s degree or equivalent combination of education and experience required
5+ years Salesforce administration experience required
Salesforce.com Certified Administrator required
Sales, Service and Marketing, and Salesforce Financial Service Cloud experience preferred.
Salesforce Flow experience required.
Time Type:
Full timeCommerce Bank