Remote Salesforce Administrator

47 days ago
  • Location

    San Francisco, California, United States

  • Role

    Administrator

  • Contract

    Permanent

  • Salary

    $65,729 - $148,734

Equivalent Experience

Description:

Remote, Full-Time, Salaried, Performance-Based Bonus

One of TEKsystems clients is looking for a remote Salesforce Administrator. As the Salesforce Administrator, you will be responsible for leading the scoping, ongoing administration and training on enterprise and Client Relationship Management (CRM) applications, implemented on the company infrastructure as well as the Salesforce.com platform. These applications are used to control our loan production lifecycle, service request lifecycle, as well as manage prospects, campaigns, loans, business relationships, partners, and contacts. This position is responsible for implementing, maintaining and enhancing Salesforce.com and other workflow based technologies and software used throughout the enterprise.

RESPONSIBILITIES

Maintain a positive work atmosphere by behaving and communicating in a manner that encourages productive interactions with customers, co-workers and supervisors.

Perform basic administration of our Salesforce.com instance and security settings using the standard aspects of the Salesforce Setup menu.

Manage the loan life cycle and CRM applications implemented on the Salesforce.com platform.

Identify, diagnose and resolve end user problems in a manner that exemplifies our high standards of customer service.

Develop and maintain custom reports, dashboards, and processes to continuously improve data quality, process integrity and productivity.

Audit, uncover and resolve data integrity issues.

Complete bulk imports of data.

Perform batch reassignment of accounts and opportunities based on organizational changes.

Develop training plans, materials, and documentation for application users, keep materials up to-date, coordinate new user and ongoing training sessions for new employees.

Monitor user adoption rates and respond as needed (additional training sessions, communication, modifications, or other resources) to improve.

Assist users with report design and management.

Deliver training and communication to business users.

Recommend best practices based on interactions with the user community.

Define, communicate, and manage a change management (release) process to develop and implement new vendor application extensions or updates to existing applications.

Work with various functions and end users to identify, document, and communicate standard business processes as they related to the various applications.

Work with management to identify new and creative opportunities to leverage the applications to support additional business processes or functions.

Participate in the integration process with other enterprise systems or other applications as the opportunities arise.

Assist co-workers with task completion and work load over run as requested.

Skills:

Administration, Business analysis, salesforce administrator certification, project management, data manipulation, salesforce, communication, customer service, compliance experience, KYC process, erpss

Top Skills Details:

Administration, Business analysis, salesforce administrator certification, project management, data manipulation, salesforce

Additional Skills & Qualifications:

Mindset and Character

Our client is looking for future employees who demonstrate and have the mindset and character of our following 4 core values:

Outperform:

Consistently achieves and exceeds expectations

Has a curiosity to explore new avenues for growth and/or efficiency

Strives for excellence and is accountable for area of responsibility

Encourages other team members to reach such a level

Fundamentally hard working

Diligence:

Thoroughly completes tasks at hand

Performs duties in a way that is focused around protecting capital

Employs a level of care and attention to detail in all activities

Communication:

Gathers and shares customer information and needs

Timely shares information about loan and business risk

Shares ideas and learning moments across the team

Embraces the communicative and proactive management style

Delight the Customer:

Strict customer focus across all activities

Clients always come first

Continuously thinking of ways to enhance the client experience

Don’t sweat the small stuff, play the long game with clients

Education and Experience

BA/BS degree required

Minimum 3+ years of relevant experience preferred

Compliance experience preferred (e.g., KYC, Customer Identification, or Audit experience)

Exposure to the KYC process with a proven track record of KYC remediation projects in a similar role within financial services

Experience Level:

Intermediate Level

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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