Elements Financial · 11 hours ago
Salesforce System Administrator
Elements Financial is a forward-thinking organization serving over 100,000 members across the U.S. They are seeking a Salesforce System Administrator to manage and enhance their salesforce.com platform. The role involves supporting the platform's operation, customizing workflows, and training staff to improve utilization and efficiency.
BankingFinanceFinancial Services
Responsibilities
Responsible for the operation, maintenance, and championing of salesforce platform across Elements
Manage and implement customization requests. Including, but not limited to, creating workflows, triggers, automated email alerts, objects and fields, picklists, reports, and dashboards on the salesforce.com platform
Maintain detailed working knowledge of various business processes and related applications to provide technical and operational guidance and assistance to credit union staff
Contribute to a team for translating business requirements into solutions leveraging the functionality and best practices of assigned financial systems applications
Establish and document configurations and processes to support all areas of responsibility
Complete requests for support pertaining to salesforce platform solutions
Ensure quality testing and delivery of solutions on the salesforce platform
Liaise with support vendors to ensure the configurations and processes are functioning efficiently and as intended
Develop ad-hoc reports on the salesforce platform as requested by users or stakeholders
Proactively research and make recommendations regarding new features made available with new versions or releases
Assist in training of users of Salesforce
Develop and leverage external network for best practice sharing
Other duties as required
Follow best practices regarding change management, system maintenance, configuration, development, testing, data integrity, etc
Monitor changes or problems on the salesforce platform and communicate any impact to credit union staff and team members
Keep current with salesforce and industry trends and best practices
Research enhancements to the platform and potential impacts and benefits. Collaborate on decisions with other business units and IT leadership and implement as appropriate
Continue to develop knowledge of industry practices, products, and professional growth
Participate in appropriate learning opportunities and certifications to maintain expertise
Qualification
Required
A Bachelor's degree or equivalent work experience
Salesforce Administrator Certification
5+ years of experience in financial services software solutions
Strong analytical, problem-solving, and debugging skills
Ability to flourish in a collaborative work environment
Ability to communicate with internal customers as necessary
Preferred
Salesforce Advanced Administrator Preferred
Benefits
Additional bonus compensation is earned in this role.
Company
Elements Financial
Elements Financial is a financial services provider company.
Funding
Current Stage
Growth StageRecent News
2024-04-26
InvestmentNews
2024-04-26
2024-04-26
Company data provided by crunchbase