salesforce crm lead)

Location: hopkins, mn MUST be onsite with in 40 miles and 60 minutes drive

Duration: 1 year

Responsibilities:

• System Architecture: Design and implement complex CRM architectures, determine how various components (Salesforce, integrations, custom apps) interact efficiently
• Cross-Departmental Coordination: Collaborate with departments like IT, ensure the Sales Cloud solutions align with efforts and does not impact the Service Cloud implementation
• Optimization: Identify bottlenecks in CRM processes, implement more efficient solutions, and establish a new framework for writing/converting triggers to flow, where they, or a delegate Jr and/or Sr Admin would implement
• Decision-Making and Impact: Make key decisions on task prioritization, solution architecture, and the optimization of CRM functionalities, directly impacting overall operational efficiency
• Efficiency Gains: Prioritize the automation of routine tasks such as account ownership transfers and eliminate need for Admin support, lead to significant time savings for sales teams, allow focus on higher-value activities
• Data Integrity and Reporting: Implement a comprehensive data validation framework to ensure the accuracy of reports used by leadership for strategic decisions
• Strategic Input and Operational Objectives: Provide substantial input to management
• Long-Term System Upgrades: Advise on system expansions or third-party tool integrations to improve the CRM's capabilities
• Process Improvements: Suggest workflow optimizations based on user feedback and system performance data to reduce inefficiencies and improve user adoption
• Regular Stakeholders: Interact regularly with a range of key stakeholders
• IT Team / Business Applications Lead for cross-system collaboration (Data Architecture, Change Management, Integrations, etc.), ensuring system cohesiveness and handling changes or updates smoothly
• Guidance and Direction: Assess which development tasks will deliver the most value, determine the sequence of execution, and ensure that the team (including junior and senior admins) is executing against the correct architecture

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Additional Details

Complexity and Scope of Work:

The Lead CRM role differs significantly from a Senior Admin in terms of the complexity, strategic input, and oversight involved. While a Senior Admin focuses on executing day-to-day CRM tasks, the Lead CRM is responsible for overseeing solution design, system integration, and guiding the CRM strategy.

RESPONSIBILITIES & DUTIES

Describe, in order of importance, the major duties and responsibilities of the job under typical circumstances. Limit the list to the most important duties/responsibilities for the purposes of recruitment, performance evaluation, etc. Indicate the approximate percentage of time spent on each; the total percentage of time should equal 100%. Any duty taking less than 5% of time should not be listed unless it is a critical aspect of the position

50% - Develop business requirements, specifications, process flows, application design, application configuration, test processes, release and change management

20%- Application owner for Salesforce Sales Cloud & is responsible for day-to-day incident management, request management, and performance & availability of applications

15% - Responsible for oversight and quality delivery of enhancement work completed by outsource providers

10% - Interacts with the business community to ensure all work meets expectations and delivers the value it is expected to.

5% - Coordinate production releases with the team and the business and ensure the business and IT leadership are informed of all releases

100%

QUALIFICATIONS

Provide a bullet point list of the qualifications that are required to perform all elements of the job in a fully competent manner.

Bullet points you may want to include are:

Education level. Need to have vs nice to have

Experience. Number of yrs. in similar role, preferred industry & environment

Certifications. Need to have or preferred

Licenses. Need to have or preferred

Physical abilities/demands required to perform the role

Bachelor's Degree (or 7 years equivalent work experience)

Experience with designing and implementing custom applications on Force.com platform

Salesforce Certified Administrator and/or Sales Cloud Consultant, with a prior role within a large enterprise environment

Deep understanding of Sales Cloud and Service Cloud

5 years of Salesforce Force.com platform experience

5 years of software development experience involved in all phases of the software development lifecycle

5 years of Salesforce Lead / Consultant-level experience

Expert knowledge with APEX (classes, triggers, and web services), VisualForce, Salesforce APIs, SOQL

Experience architecting and developing custom solutions in Salesforce.com

Experience with data integration and third-party application integrations

Expert knowledge of Salesforce data model, custom objects, API, governor limits, workflows, and configuration

Experience working in complex Salesforce Sales Cloud environments

Deep understanding of SOAP and RESTful web services, Data Loader, Bulk API and streaming APIs with strong Integration technology background

KNOWLEDGE & COMPENTENCIES

Specific skills & capabilities/behaviours/traits that are required to be successful.

Decision Making & Impact Describe the types of decisions and contributions and impact of those decisions. Consider the consequences of errors in relations to achieving the functional, operational, and service quality goals. Do they have financial metric they are responsible for.

Complexity & Independent Judgement Degree of difficulty & complexity of work performed that can span from task-oriented work to defining & implementing strategy

Leadership & Autonomy This is looking at the direct and indirect accountability to manage people. From organizing their own work to adjusting how they work to directing people. Looking at the authority given in this role to take independent action. From simple repetitive duties with detailed instructions to working independently and reporting in as required to making independent decisions on policies etc.

Innovation & Problem Solving Types of problems solved are they generally routine in nature or complex. The degree of difficulty, depth and breadth of the critical tasks and interaction with who and what level.

Can multi-task and be a self-starter.

Have excellent communication skills, with the ability to put together technical analysis documentation for developers to use as a baseline.

Exhibit strong analytical skills to reverse engineer application code to guide the technical changes resources will make

Demonstrates experience with data analysis and issue resolution

Continuous improvement mind-set