Salesforce Administrator
Location
Norwalk, CT, US
Role
Administrator
Contract
Permanent
Salary
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Salesforce Administrator
Headquartered in Norwalk, CT, our client originates and services small-ticket equipment leases and loans, ranging from $15,000 to $300,000 in value. A broker-centric private lender, the company handles A - C credit qualities and finances transactions for numerous asset categories including construction, transportation, vocational, manufacturing, and material handling equipment.
Responsibilities
- Responsible for administration of Salesforce CRM functionality for prospecting and onboardingnew brokers. Includes user administration, field logic, form customization, reporting, etc.
- Administer large Salesforce-based data store for new business origination system encompassingfinancing application, asset valuation, credit underwriting, and documentation.
- Implement incremental improvements and rationalization of Salesforce data model for newbusiness origination system.
- Fix complex data issues and conflicts that arise with day-to-day processing in new businessorigination system.
- Support Marketing team with added functionality in new broker CRM as well as support fortargeted campaigns.
- Ability to “wear multiple hats”, assisting with system administration, desktop support,automation, and other systems support tasks as needed.
Required Skills
Salesforce Administrator with some development experience.
Salesforce Administrator with some development experience.
- Bachelor’s degree or equivalent training and work experience
- Three or more years of Salesforce administration experience
- Experience with VisualForce and Apex development in Salesforce.
- Salesforce certification is a plus.
- Web development experience is a plus
- Financial services industry experience is a plus
Creative Financial Staffing
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