What are the responsibilities and job description for the Salesforce Administrator Charlotte NC position at Deephaven Mortgage LLC?
Why Deephaven Mortgage?
Deephaven was founded in 2012 to provide mortgages to the millions of Americans who, for one reason or another, are unable to qualify for a traditional, government-backed loan. Deephaven champions those mortgage borrowers whose independence, entrepreneurial drive and determination are often the very reason why they can’t qualify for a traditional loan. Using ingenuity, supported by common-sense underwriting, we continuously and responsibly innovate new mortgage products and programs that put homeownership within reach of millions of borrowers and investors that need and deserve financing. We offer our loans through a network of 1,000 independent mortgage brokers. We also buy loans from more than 200 correspondent partners. Deephaven is headquartered in Charlotte, North Carolina and is owned by Pretium, a highly specialized investment manager focused on real estate, mortgage finance and corporate debt.
Job Overview
We are seeking a skilled and detail-oriented Salesforce Administrator to join our team at Deephaven Mortgage. As a Salesforce Administrator, you will play a crucial role in managing and optimizing our Salesforce platform to support our sales and business operations. Your responsibilities will include configuring, maintaining, and continuously improving Salesforce to meet the evolving needs of the organization. This role is hybrid in office in the Ballantyne area of Charlotte, NC.
What You’ll Do
System Configuration: Customize and configure Salesforce to align with business processes, including fields, objects, workflows, validation rules, and process automation
User Support: Provide user support by addressing inquiries, troubleshooting issues, and assisting with user training to ensure efficient use of Salesforce
Data Management: Ensure data integrity by managing data imports, exports, cleansing, and deduplication activities within Salesforce
Security and Permissions: Set up and manage user profiles, roles, permissions, and access controls to maintain data security and privacy
Reports and Dashboards: Create and maintain custom reports, dashboards, and data visualizations to provide insights into sales performance and business metrics
Integration: Collaborate with IT teams to integrate Salesforce with other systems and applications, ensuring seamless data flow and process automation
Workflow Automation: Design and implement workflow automation using Process Builder, Flow, and other Salesforce automation tools
System Upgrades: Stay up-to-date with Salesforce releases and new features, and plan and execute system upgrades and enhancements
Documentation: Maintain thorough documentation of system configurations, processes, and best practices for future reference
Continuous Improvement: Identify opportunities to enhance system efficiency, user experience, and overall productivity, and implement improvements accordingly
What We Need
Bachelor’s degree in business, Information Technology, or a related field
Proven experience (3 years) as a Salesforce Administrator, with Salesforce Administrator certification (ADM-201) preferred
Mortgage industry experience preferred
Adobe, Marketo application experience preferred
Strong understanding of Salesforce platform capabilities and best practices
Proficiency in configuring and customizing Salesforce using point-and-click tools
Excellent problem-solving and troubleshooting skills
Effective communication and interpersonal skills
Detail-oriented with a focus on data accuracy
Ability to work independently and collaboratively in a team environment
Experience with Lightning Experience and Salesforce Lightning App Builder is a plus
Familiarity with data integration and API tools is a plus
Ability to work a hybrid schedule in our Charlotte, NC office located in the Ballantyne area
You Are Someone Who
Strives for accuracy and pays close attention to detail
Enjoys building strong relationships with customers and team-members
Promotes company values while providing optimal customer service
Thrives in a fast-paced environment while embracing change and innovation
Our Perks
Competitive base salary
401(k) plan with an employer match
Health insurance with a generous employer contribution that begins your first day of employment
Flexible work/life balance with Responsible Time Off
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