Hiring on behalf of a client -
5-7 years in Salesforce Admin
Experience in Financial services or Financial Asset Mgmt industry is a plus
Job Summary:
The Salesforce Administrator will be responsible for the overall administration, support, and continuous improvement of our Salesforce platform. The ideal candidate will have 5-7 years of experience in Salesforce administration, with a proven track record in the financial services or financial asset management industry. This role will involve collaborating with various departments to ensure our Salesforce instance meets the needs of the business, enhances productivity, and supports our strategic goals.
Key Responsibilities:
- Salesforce Administration:
- Manage and maintain the Salesforce platform, including user setup, profiles, roles, and permissions.
- Configure and customize Salesforce objects, fields, workflows, validation rules, and page layouts.
- Perform regular data audits and resolve data integrity issues.
- Develop and maintain custom reports and dashboards to support business needs.
Qualifications:
- Bachelor's degree in Information Technology, Business, or a related field.
- Salesforce Administrator certification is required; additional Salesforce certifications are a plus.
- 5-7 years of experience as a Salesforce Administrator, with a focus on financial services or financial asset management.
- Strong understanding of Salesforce best practices and functionality.
- Proficiency in Salesforce Lightning Experience.
- Experience with Salesforce integrations and data management.
- Excellent problem-solving skills and attention to detail.
- Strong communication and interpersonal skills, with the ability to work effectively with cross-functional teams.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
