Salesforce Administrator
FUNDINGO is a rapidly growing technology company, helping revolutionize the future of technology through the world's #1 CRM platform, Salesforce. FUNDINGO is a certified Salesforce Partner, specializing in solutions for the Alternative Lending industry. We develop and implement custom Salesforce CRM solutions, integrate systems, enable user adoption and give companies the foundations to reduce costs, increase efficiency and maximize ROI.
About the Role
The Salesforce Administrator will work with a team dedicated to maximizing efficiency and capitalizing on the full features and benefits of Salesforce for our customers. The ideal candidate will possess excellent communication and technical skills and can interface directly with Customers and internal stakeholders to understand their requirements in order to administer and enhance the system accordingly.
Responsibilities
System Management
Manage and support our customers' Salesforce instances using declarative tools in the setup menu.
Proactive Improvement
Proactively identify and initiate ways for clients to grow and improve their systems.
Business Analysis
Assist Business Analysts with gathering, preparing, and documenting business requirements for both new implementations and enhancements for existing customers.
Problem Solving
Provide solutions to customer problems and solve business problems with Salesforce tools.
Configuration
Create and manage custom objects, fields, formulas, reports, dashboards, analytic snapshots and report types.
Integration
Coordinate with third party Apps (Conga, DocuSign, Etc.) and integration companies.
Workflow Management
Configure and maintain custom validation rules, workflow rules, and process builders.
Security
Configure and maintain security and permission settings, profiles, roles, permission sets, etc.
Data Management
Complete bulk imports and exports of data using various data import tools.
AppExchange Support
Support client questions and troubleshooting issues with our FUNDINGO AppExchange apps.
Training
Assist in customer training, creating training plans, materials and documentation for customers.
User Adoption
Monitor user adoption rates and respond as needed (additional training sessions, communication, modifications, or other resources) to improve.
Best Practices
Recommend and provide best practices to customers.
Qualifications
Technical Requirements
- Salesforce Administrator certification is a must
- Minimum 2 years' experience with Salesforce administration
- Demonstrated expertise and experience with various CRM applications and relational database applications
- Familiarity with direct marketing strategy, analytics, database structures and technologies is a plus
- Working knowledge of Microsoft Excel
- Demonstrated analytical skills and comfort with data, metrics and statistical methods
General Requirements
- Flexibility to meet continuously changing priorities and challenges
- Excellent communication, follow through, and people skills
- Ability to multitask, meet deadlines and stay calm under pressure
- Interest in studying and learning new skills
- Background in the Financial Services (lending) industry a plus
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