What are the responsibilities and job description for the Salesforce Administrator position at TradePending?
Description
We are looking for a highly capable Salesforce administrator to ensure that TradePending capitalizes on the benefits offered by the Salesforce CRM system. The Salesforce Administrator will be responsible for the day-to-day configuration, support, maintenance and improvement of our database while working closely with the Director of Sales Operations, Sales, Support and Marketing teams. This role is part technical project manager, part administrator, part Salesforce analyst and 100% dedicated to our mission.
To ensure success as a Salesforce administrator, you should possess extensive knowledge of Salesforce system administration for Sales and Service Cloud and the ability to work in a fast-paced environment. Salesforce administrators ensure that their Salesforce expertise translates into optimized sales and support department operations.
Salesforce Administrator Responsibilities
Salesforce Administrator Requirements:
We are looking for a highly capable Salesforce administrator to ensure that TradePending capitalizes on the benefits offered by the Salesforce CRM system. The Salesforce Administrator will be responsible for the day-to-day configuration, support, maintenance and improvement of our database while working closely with the Director of Sales Operations, Sales, Support and Marketing teams. This role is part technical project manager, part administrator, part Salesforce analyst and 100% dedicated to our mission.
To ensure success as a Salesforce administrator, you should possess extensive knowledge of Salesforce system administration for Sales and Service Cloud and the ability to work in a fast-paced environment. Salesforce administrators ensure that their Salesforce expertise translates into optimized sales and support department operations.
Salesforce Administrator Responsibilities
- Ensuring optimal performance of Salesforce Sales and Service Cloud systems and products.
- Upgrading and configuring Salesforce systems for optimized integration.
- Managing Salesforce roles, profiles, sharing rules, workflows, and groups.
- Creating and maintaining Flows, workflows and processes.
- Importing sales department leads, contacts, and other data.
- Maintaining the sales cloud, as well as building custom reports and dashboards.
- Performing database maintenance tasks, including diagnostic tests and duplicate entry cleansing.
- Documenting processes, including error reports and changes to field history tables.
- Preparing reports for sales and other departments.
- Creation of custom objects, fields, email templates, macros, quick texts, etc. as needed.
- Serve as back-up system administrator for the Salesforce environment with 130 users.
- Handle all basic administrative functions including user maintenance, modification of page layouts, generation of reports and dashboards, creation of new fields and other routine tasks.
- Gather detailed requests for improvements or changes to the system, and implement these changes as appropriate
- Automate processes using Salesforce tools such as process builder, flow automation, validation rules.
- Identify, install and maintain appropriate apps from the AppExchange for event management, mass email, document merge, and more.
- Train new users and grow the Salesforce skill set across the organization.
- Document customizations made in Salesforce.
Salesforce Administrator Requirements:
- Salesforce certified administrator or Salesforce advanced administrator certification required.
- Excellent project management skills and a positive attitude.
- 3-5 years of experience as a Salesforce administrator in a similar environment.
- Extensive experience in the administration and maintenance of Salesforce systems.
- Experience in performing Salesforce upgrades and ensuring successful integration.
- Exceptional ability to create and maintain Salesforce databases.
- In-depth knowledge of Salesforce products and their functionalities.
- Proficiency in creating Salesforce profiles, allocating roles, and managing access.
- Knowledge of importing sales data and generating Salesforce reports.
- Ability to provide Salesforce training and end-user support.
- Demonstrated ability to meet deadlines, and handle and prioritize simultaneous requests.
- Creative and analytical thinker with strong problem-solving skills.
- Must demonstrate ability to communicate effectively verbally and in writing with all levels of the organization.
- Ability to assess the impact of new requirements on Salesforce and other integrated systems.
- A documented history of successful project completion.
- A demonstrated ability to understand and articulate complex processes.
- Strong Salesforce interest and ability to quickly master new technology.
- Strong understanding of the Salesforce platform, with the ability to build custom apps and objects, formula fields, processes, custom views, and other content of intermediate complexity preferred.
- Strong understanding of Salesforce best practices and functionality preferred.
