What are the responsibilities and job description for the Salesforce and CRM Solutions Manager position at Jack Schroeder and Associates, LLC?
Salesforce and CRM Solutions Manager
Jack Schroeder and Associates, LLC
De Pere, WI
About Us:
At Jack Schroeder and Associates (JSA), we take pride in fostering a supportive environment where our employees' dedication directly impacts the exceptional service we provide to our partners. For over 50 years, we've stood out as a brokerage that goes above and beyond to support our agents. With an unmatched back-office support system, advanced technology, and a dedicated team, we make doing business easy and efficient.
Primary Responsibilities:
About Us:
At Jack Schroeder and Associates (JSA), we take pride in fostering a supportive environment where our employees' dedication directly impacts the exceptional service we provide to our partners. For over 50 years, we've stood out as a brokerage that goes above and beyond to support our agents. With an unmatched back-office support system, advanced technology, and a dedicated team, we make doing business easy and efficient.
Primary Responsibilities:
Project Management:
- Manage all activities related to Salesforce-CRM full-cycle implementation projects.
- Interface with stakeholders and development teams to define deliverables and ensure alignment with business objectives.
- Develop and manage comprehensive project work plans, including resource allocation, schedules, costs, risk mitigation, quality assurance, scope definition, and change management.
- Communicate project status, updates, and challenges to top management and key stakeholders.
Technical Leadership:
- Act as the lead escalation point for issues related to Salesforce and Agent CRM platforms, ensuring timely identification and resolution of technical challenges.
- Develop and implement solutions within Salesforce and CRM platforms to meet business requirements for both new and existing functionality.
- Collaborate with project managers, business analysts, and developers to design, develop, test, and deploy solutions, including dashboards, interfaces, and integrations.
Technical Development and Support:
- Provide guidance on best practices for system integration, customization, and scalability.
- Ensure adherence to the Agile development framework, facilitating sprints and managing iterative progress.
Perks and Benefits for Full-time Employees:
- Competitive salary tailored to your experience
- Fully company-funded healthcare coverage (medical, dental, and vision) for full-time employees
- Complimentary life insurance, identity theft protection, and a 401(k) plan with matching contributions
- Access to an Employee Assistance Program for added support
- Optional voluntary benefits for extra peace of mind
- Half-day Fridays from January through September, with full-day pay, to support work-life balance
- Paid company holidays
- Immediate access to paid time off, including sick leave
- Opportunities for professional development to grow your skills and advance your career
Skills & Abilities:
- Extensive experience in all phases of technical CRM development, including implementation, testing, and integration processes.
- Proven ability to lead projects in an Agile development environment.
- Strong understanding of REST/SOAP APIs and Salesforce development tools (e.g., VisualForce, Apex).
- Excellent problem-solving and communication skills, with the ability to handle high-pressure situations and manage multiple priorities effectively.
Qualifications:
- Bachelor’s degree in computer science, Information Systems, or a related field.
- Salesforce Certified Administrator; required
- Salesforce Certified Platform Developer; preferred
Physical Job Requirements & Work Environment
While performing the duties of this job, the employee is frequently required to remain in a stationary position for up to eight hours in an office environment. The employee occasionally is required to move to access people or workspaces. Involves frequent telephone contact with agents and employees. Interaction with others is constant and may be interruptive.
While performing the duties of this job, the employee is frequently required to remain in a stationary position for up to eight hours in an office environment. The employee occasionally is required to move to access people or workspaces. Involves frequent telephone contact with agents and employees. Interaction with others is constant and may be interruptive.
The employee may occasionally lift files, paper, or office equipment weighing up to 35 pounds. Requires manual dexterity sufficient to operate a keyboard, calculator, telephone, copier, and other such office equipment as necessary. Vision must be correctable to 20/30 and hearing must be in the normal range for telephone contacts. It is necessary to view and type on computer screens for long periods and the ability to optimally communicate is required.
EEO Statement
Jack Schroeder and Associates, LLC is proud to be an equal opportunity employer. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are committed to providing individuals with qualified disabilities reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. This policy applies to all employees and job applicants.
EEO Statement
Jack Schroeder and Associates, LLC is proud to be an equal opportunity employer. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are committed to providing individuals with qualified disabilities reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. This policy applies to all employees and job applicants.