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salesforce administrator

Penn Community Bank

Perkasie, PA · HybridJobSeen todaySeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
Perkasie, PAHybrid
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

Salesforce Certified Administrator

Job overview

The Salesforce Administrator manages Penn Community Bank’s Salesforce environments, including Sales Cloud, Service Cloud, and Financial Services Cloud. The role maintains reports, dashboards, integrations, user access, and system configurations; evaluates releases; and resolves user issues. It also supports executive reporting and user training materials, and leads Salesforce committees and project teams. The position works in a traditional office environment with the ability to work remotely on a hybrid basis.

Skills & qualifications

RequiredNice to have

Skills

Salesforce AdministrationSales CloudService CloudFinancial Services CloudDigital AnalyticsMCIFCRM Database ManagementWritten CommunicationOral CommunicationAttention to DetailAccuracyOrganizationTime ManagementInitiativeIndependent WorkCollaborationMicrosoft WordMicrosoft PowerPointMicrosoft Excel

Qualifications

Salesforce Certified Administrator2 Years Salesforce Administration2 Years Cloud Experience2+ Years Digital or Data Analytics2+ Years MCIF or CRM ManagementAssociate's in Data Analytics or Business

Full job description

Job description: The following is a list of essential functions, which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function. 1. Execute the overall functionality and administration of the Salesforce system. 2. User Record Management 3. New Fields, Page Layouts & Objects 4. Flow, Workflow Assignments & Validation Rules 5. Case Assignment Rules 6. Lightning UI 7. Email Templates & Email Alerts 8. Merge Duplicates 9. Functionally oversee the CRM (Financial Services Cloud) and reporting (Analytics Studio) applications of Salesforce. 10. Maintain and administer internal Salesforce environments including Sales Cloud, Service Cloud, and Financial Services Cloud. 11. Develop and maintain custom reports, dashboards, and processes to continuously improve data integrity and productivity. Create ad-hoc reports to meet business requirements. 12. Manage all new user set-ups and deactivation, including transferring ownership of leads/accounts/contacts/opportunities for deactivated users. 13. Perform new release evaluations and assess impact. 14. Perform system integrations in partnership with other key system administrators and Information technology personnel. 15. Lead the Bank's Salesforce committees and project teams. 16. Work closely with the Salesforce and Data Administration Manager to assist in the preparation of executive and board level performance reporting. 17. Work closely with the L&D Training Department and Sr. Business Analyst to assist with the development of materials and documentation for application users and keep materials up to date. 18. Identify, diagnose, and resolve end user problems and configuration defects. 19. Triage and resolve helpdesk support tickets. Compliance 1. Comply with applicable bank regulations, such as regulations governing currency transactions, purchase of negotiable instruments, and money laundering (BSA, AML). 2. Comply with all applicable regulations and Bank policies regarding employment and employment law. 3. Participate in annual compliance and other job-related training. Compliance 1. Comply with applicable bank regulations, such as regulations governing currency transactions, purchase of negotiable instruments, and money laundering (BSA, AML). 2. Comply with all applicable regulations and Bank policies regarding employment and employment law. 3. Participate in annual compliance and other job-related training. Relationships and Contacts Internal: Frequent communication with Team Members and Stakeholders in various areas and levels throughout the Bank. External: Occasional contact with bank's third party vendors. Education and Experience 1. Associate's degree in Data Analytics or a business-related field preferred. 2. Salesforce Certified Administrator required. 3. Minimum 2 years in Salesforce Administration. 4. Minimum 2 years working with Sales, Service and Financial Services Clouds. 5. Minimum 2-4 years' experience in digital or data analytics. 6. Minimum 2-4 years in MCIF & CRM or database management. Skills and Competencies 1. Experience with MCIF and CRM database management. 2. Strong written and oral communication skills. 3. Strong attention to details and accuracy. 4. Excellent organization and time management skills. 5. Self-driven, independent who can manage initiative through completion. 6. Ability to work with a diverse group of professionals & work as an individual contributor. 7. Proficiency in Microsoft Word, PowerPoint, and Excel. Working Conditions Traditional office environment with the ability to work remotely on a hybrid basis; the office maintains five day a week operations (Monday - Friday) with operational hours of 8:00am - 5:00pm. Penn community Bank is an equal opportunity employer. It is the policy of Penn Community to provide equa employment and advancement opportunities to all individuals. For this reason, employment decisions at Penn Community will be based on merit, qualifications, and abilities. Except where required or permitted by law, employment practices will not be influenced or affected by an applicant's or Team Member's race, color, religion, sex, national origin, age, sexual orientation, physical or mental disability, veteran status, or any other characteristic protected by law.

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