SalesForce Administrator- Work from Home

Our Client is the leading provider of custom portfolio performance reporting solutions for high net-worth families, family offices, wealth management firms, endowments and foundations. In partnership with the pre-eminent data providers in the wealth management space, they implement and/or operate the technology suite which is best suited for client needs and provides them with the fully customized reporting solutions they define.
The Salesforce Administrator is an integral member of the Technology team and is responsible for administering the CRM system, provide user support and problem resolution for users, assist in implementation processes, e.g. data import/export/updates, data migration, system customization, reports and dashboards creation, implementation of workflow and validation rules, template creation, etc. The individual in this position will participate in all phases of the SFDC.
This Administrator will be an open-ended contract employee and work 100% from home 10-30 hours a week.
Salesforce Administrator Responsibilities:

  • Lead the Support Case queue and gather support requirements prior to case assignment

  • Provide day-to-day end-user support and assist users with best practices to improve and increase their knowledge of salesforce.com

  • Coordinate change management meetings and track changes requests

  • Manage Salesforce.com release management processes

  • Maintain use roles and profiles, security settings, access settings etc. (User Profiles, Role Hierarchy, Sharing Rules and Security)

  • Create and manage custom objects, fields, and formulas

  • Perform data integrity and manipulation tasks such as merging duplicate records in alignment with existing operating model

  • Manage data dictionaries and Admin procedure documents

  • Manage weekly Salesforce data exports in alignment with data retention

  • Manage Salesforce integrations with various platforms

  • Create new fields, dashboards, reports, workflows and objects. Manage all hands-on configuration and builds

  • Create process docs and trainings to help staff understand Salesforce Administrator

Required Education and Experience:

  • Bachelor?s degree along with 5 plus years as a SFDC Super users and/ or equivalent work experience in a quantitative, technical or operational field a plus

  • Experience as a hands-on Salesforce Administrator which a focus on data management

  • Certified Salesforce Administrator (201) a plus

  • Experience with financial services cloud suite is a plus

  • Proficient skills in Microsoft Office Suite, particularly in Excel, with high level of general computer competency

  • Experience working with Data Loader or CRMFusion Demand Tools

  • Extraordinary interpersonal and written communication skills

  • Extremely organized with meticulous attention to detail and follow through

  • Customer focused, action oriented and committed to driving quality results

  • Able to quickly learn and adapt to new process and technologies in order to meet business needs and drive business value

  • Ability to multi-task and work creatively in a rapidly changing environment


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