What are the responsibilities and job description for the Salesforce Administrator/Project Manager position at Opportunities with Angel Oak?
General Responsibilities:
- Manage scope, schedule, project plan, tasks, resources and business partner satisfaction
- Manage customer expectations and build a mutually beneficial relationship with business partners
- Manage scope creep effectively without creating conflict between sponsors and project teams
- Adept in all aspect of change order management and milestone management
- Facilitate workshops and requirements sessions to gain an understanding of our business partners’ current state processes and technology specifically related to their mortgage lending programs.
- Analyze, design, and develop best practice business changes using cloud technology solutions, specifically Salesforce.com
- Daily administration and support of Angel Oak Mortgage Solutions Salesforce Org.
- Create and maintain fields, views, reports, dashboards
- Administer 3rd party applications (integrated with Salesforce)
- User support, training
- Manage user setup, profiles, roles, customization of objects, fields, record types, page layouts, validation, workflow rules, data validation and triggers
Maintain System, Security and Integrity
- Map hierarchies and territories in response to personnel changes
- Reassign accounts, contacts, leads and opportunities in response to personnel changes
- Maintain security including sharing rules and security levels
- Maintain user roles, profiles and hierarchies
- Monitor application storage usage and archive data as needed
- Research changes in upcoming versions of salesforce.com and other integrated applications; provide recommendations when necessary to enhance efficiency and productivity
Data Quality, Migration
- Monitor and improve data quality
- Maintain proper ownership of existing accounts, contacts, leads and opportunities in accordance with org guidelines
- Ensure data integrity by merging/removing duplicate leads, contacts, and accounts; performing mass uploads and updates of data as required
- Creating and maintaining documentation on processes, policies, application configuration
Report and Dashboard Creation
- Create and maintain dashboards
- Create and maintain reports (all types) including folder maintenance
Requirements:
- U.S.-based; Applicants must be authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employee at this time.
- Bachelor’s degree and a minimum of four years of direct, hands-on Salesforce administration experience
- Strong expertise and knowledge of implementation, administration and configuration of enterprise systems like Salesforce.com
- Proficiency in Salesforce administrative skills such as creating users, profiles, roles, custom objects, custom fields, page layouts, Flows, validation rules, reports, dashboards and process builder
- Experience with programming languages such as VisualForce, Apex, SQL, JavaScript, HTML, Java,
- Understanding of relational databases
- Excellent communication, organizational and analytical skills
- Ability to interact with senior members of management, including C-level executives
- Detail oriented and self-starter with strong written and interpersonal skills
- Ability to work independently, as well as part of a team, on multiple projects
- Strong salesforce reporting background using standard reporting tools, all report types
- Experience with custom objects
- Previous re-engineering managed apps experience
- Experience with AppExchange and integrations with third party solutions
- Experience with Apex data loader/mapping
- Computer literate and proficient in standard office applications MSWord, Excel and Outlook
Preferred Qualifications:
- Experience working with Salesforce Marketing Cloud/Pardot
- Salesforce Administrator certification ADM201C, ADM211
- Salesforce admin experience with a Mortgage Company/Lender
- Experience working with Encompass (Loan Origination Software)
- Experience with Pardot
- Experience with CRM Analytics
- Experience with Agent Force
Angel Oak Mortgage Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.
