What are the responsibilities and job description for the Senior Salesforce Administrator position at MAI Wealth Management, Inc.?
Job Description
Job Description
GENERAL JOB DESCRIPTION
The Senior Salesforce Administrator is responsible for managing Salesforce Financial Services Cloud as well as the standard components of Salesforce. This role will be focused on the development, maintenance, modifications, reporting, and dashboards within Salesforce. The data security aspect of this role will require understanding of the complex and dynamic advisor-client experience. This role will be heavily involved in the architectural design elements of Salesforce, translating organizational, departmental, and user requests into the system. This individual must have experience with third-parties and external connections.
MAJOR DUTIES AND RESPONSIBILITIES
- Understand and manage the configuration and implementation of the Salesforce instance, providing technical and functional support to all organizational levels.
- Own the onboarding of new Salesforce users and the delegation of appropriate system permissions and capabilities.
- Own the design and continuous improvement of Salesforce permission set groups, Profiles, Role Hierarchy, and sharing rules.
- Take ownership of assignments, ensuring proper support for tickets, enhancement requests, and project work.
- Analyze, design, build, test, and document Salesforce features while adhering to departmental standards and best practices.
- Evaluate business requirements and translate them to technical specifications that maximize the effectiveness of system capabilities.
- Create complex ad hoc queries for data analysis, troubleshooting, or data conversion purposes.
- Collect, organize, and analyze data; summarize findings, and provide conclusions and recommendations.
- Continuously seek to improve technical skills and master new technologies through independent research and professional development.
- Ability to work independently with minimal supervision.
- Expand knowledge of the company’s operations and functional areas, particularly in relation to assigned projects and responsibilities.
- Contribute to the development of usage strategies, SOP’s, and technical solutions for business challenges.
- Participate actively in discussions and troubleshooting of issues, providing technical expertise and fostering an environment that encourages input, feedback, and constructive challenges to decisions.
EXPERIENCE / CREDENTIALS
PREFERRED COMPETENCIES
COMPETENCIES
FEATURED BENEFITS :
