The Customer Engagement Capital Portfolio Team is looking for a Senior Salesforce Administrator with strong communications skills, to work with our existing IT delivery team to design, develop, test and implement key functional enhancements based on business requirements from our product owner and regulator. The ideal candidate has strong Salesforce administration and configuration skills, communication and problem-solving skills, can help foster relationships, facilitate and coordinate standard project operations and support and drive excellence.
Role & Responsibilities
- Configuration Management & Customization
Customize the Salesforce platform to meet the organization's unique needs
Configure fields, objects, flows, and automation rulesCreate and manage reports and dashboardsAssist with data migration and integrityOngoing SupportHelping address issues or bugs identified post-release and implementing enhancements as needed
Troubleshooting, answering queries, and providing guidance post-releasesPlan for ongoing maintenance of the platform, including updates, patches, and performance monitoringMonitoring of system automations and integrationsCompliance & SecurityControl access to sensitive data through profiles, roles, and permission sets
Implement and enforce security measures to protect sensitive data and ensure data privacyCollaborate with the company's IT security team to address any regulatory requirementsStay informed about security updates and best practicesDocumentationDocument system configurations, processes, and customizations
Maintain an up-to-date knowledge base for users and administratorsProvide clear documentation for any changes made to the systemCollaborationWork closely with stakeholders (CDG) to understand their requirements
Communicate effectively with cross-functional teamsAct as a bridge between business needs and technical solutionsUser TrainingCreation of training modules covering key features and functionalities of Salesforce
User guides and documentation to help users navigate and utilize Salesforce effectivelyMaterials for workshops and training sessions, including presentations, hands-on exercises, Q&ARelease Documentation supportFeature enhancements, bug fixes, and changes implemented in each release
Analysis of user feedback gathered during each release cycle, with recommendations for improvementsPlan for iterating on Salesforce configuration based on user feedback and program requirementsContinuous LearningKeep up-to-date with Salesforce releases, Utility Cloud updates, and industry trends
Earn relevant certifications, such as the Salesforce Certified Administrator and any specialized certifications related to Utility Cloud or other Salesforce products.Required Skillset
Experience4 years of experience in Salesforce
Agile methodology, business analysis and user story developmentSalesforce Fundamentals :Strong understanding of Salesforce CRM concepts and the Salesforce platform.
Proficiency in Salesforce configuration tasks such as creating fields, objects, page layouts, flows, validation rules, reports, and dashboards.Knowledge of user management, including roles, profiles, permissions, and security settings.Experience with data management and migration tools like Data Loader, workbench and Import Wizard.Ability to create meaningful reports and dashboards that provide insights into utility operations and customer behavior.Experience deploying with change setsCommunication and Training :Strong communication skills to work with stakeholders, gather requirements and generate project artifacts
Ability to provide training and support to users in Salesforce.Project Management :Experience managing projects, including upgrades, customizations, and new feature rollouts for Salesforce
Problem-Solving :Ability to troubleshoot issues that arise within Salesforce, providing support and solutions to users.
Soft Skills :Teamwork, adaptability, and the ability to work in a fast-paced environment.
Good organizational skills to manage multiple tasks and priorities.Certifications :Salesforce Administrator
Must Have
Agile Delivery Lead / Project ManagementAnalytical Problem SolvingCommunication and Training SkillsSalesforce Administrator CertificationSalesforce FundamentalsNice To Have
CopadoEnergy and Utility experienceExperience Cloud Consultant CertificationSalesforce Advanced Administrator CertificationService Cloud Consultant CertificationPreferred Skillset
Salesforce Platform :Experience working with and maintaining Service Cloud and Experience Cloud
Familiarity with App Exchange products, including document generation and e-signature toolsExperience working with and managing DevOps via CopadoAbility to troubleshoot Apex, omniscript and lightning web componentsStrong Understanding of the Energy and Utility Cloud features and how they cater to the needs of utility companies.Knowledge of industry-specific workflows, like service order management, field service, and customer engagement specific to utilities.Familiarity with utility data models and how utility data (like meter readings, service connections, and outage management) is managed in Salesforce.CertificationsSalesforce Advanced Administrator
Service Cloud ConsultantExperience Cloud Consultant
