Salesforce Administrator

As a Salesforce Administrator, you will be part of a team at Affinity responsible for delivering and maintaining a world-class CRM solution. You will be responsible for configuration, design, testing and end-user support of SFDC. The Salesforce Administrator will collaborate with functional leaders to identify, define, and implement changes and enhancements to meet business requirements. The ideal candidate will have exceptional technical, analytical, and problem-solving skills. Successful candidate will need to be motivated, team-oriented and comfortable collaborating across different departments. ESSENTIAL DUTIES AND RESPONSIBILITIES Manage all aspects of user and license setup, including new user/transfer/deactivation, profiles, roles and hierarchies, record ownership transfers, permissions, public groups, and sharing rules Execute configuration changes, including, but not limited to, assignment rules, restriction rules, fields, page layouts, record types, dynamic layouts, custom settings, custom metadata, actions, web-to-lead and web-to-case, list views, dashboards, and reports. Be proficient with Salesforce Flow functionality. Manage all security settings, conduct regular security/configuration audits and Health checks to optimize system security and performance. Manage user support requests, maintain optimal issue resolution turnaround. Provide post go-live support and ensure issues are resolved on time to get the full benefit out of enhancements Manage sandbox environment setup. Actively participate in the data discovery leveraging data management systems and/or other data sources. Perform new release evaluation and execute new functionality rollouts. Regularly audit data to uncover and remedy data integrity issues, perform data cleanup and de-duplication. Maintain technical documentation and participate in testing of new functionality. Implement and maintain integrated applications. Work with developers to coordinate any required code changes. Assist in the solutioning of business problems and work with stakeholders to define system requirements. Assist with translating product roadmap features into well-defined product requirements/user stories and acceptance test criteria. Assist with coordination of communication, and facilitate resolution of risks, issues, and changes tied to the Product Backlog. Be a liaison between Commercial Lending team and nCino Admin+/Premier Support team(s). Open and keep track of nCino related tickets. All other duties as assigned. EDUCATION and/or EXPERIENCE REQUIREMENTS Bachelor's degree in Computer Science or related field with a minimum of 3-5 years' experience with and other Salesforce products development on the MINIMUM QUALIFICATIONS Salesforce Administrator or Advanced Administrator Certification is required. 5+ years' experience with Salesforce as an administrator Experience across a wide variety of project management methodologies (waterfall, agile, scrum, hybrid, etc.) Knowledge of nCino is strongly preferred. Knowledge of Financial Services Cloud is preferred Experience with SDLC tools (Jira or equivalent) Proficiency with Salesforce configuration, object customization, and security model Knowledge of APEX, Copado (or a similar DevOps tool), Shield is preferred Strong analytical skills with a thorough understanding of how to interpret business needs and translating those into technology and operational requirements. Ability to work independently as well as collaboratively. Enthusiastic, professional, and confident team player with a strong focus on customer success who can present effectively even under adverse conditions. Excellent written and oral communication skills Experience with Microsoft Office (Project, Word, Excel, and PowerPoint), email and electronic calendar (Outlook), Zoom Experience with Microsoft Visio or similar flowcharting application No agencies please. Affinity strives to maintain balance between our employees' personal and professional responsibilities. All full-time employees receive a highly competitive and multi-faceted Total Rewards package including competitive pay, target incentive, full medical / dental / prescription coverage, 401(k) plan, profit sharing, and generous paid time off. As an Affinity employee you are eligible for discounts on our products and services, earn paid time off for volunteering, and much more. In addition to these benefits, Affinity provides extensive educational and developmental opportunities as well as access to our formal Tuition Assistance Program. Explore career opportunities with Affinity and "Belong to Something Better." Affinity Federal Credit Union is an Equal Opportunity Employer. Affinity FCU is committed to creating an inclusive culture and an employment experience that values diversity. Our culture is built on respect - one that recognizes and values the unique talents of everyone on the team. With a genuine commitment to diversity, we've created an environment where employees feel comfortable regardless of race, gender, religion, background, physical ability or sexual orientation. Explore career opportunities with Affinity and belong to something better. Please scroll down and read the Applicant Statement in its entirety. Applicant Statement I promise that all information I have supplied in this application and any other form, oral or written, is true and accurate, and I agree that any misstated, misleading, omitted, or false information will result in rejection of this application form, refusal to hire, withdrawal of an offer of employment, or immediate discharge without recourse, whenever and however discovered. I understand and agree that Affinity Federal Credit Union, any agent acting on its behalf, as well as any other person responding to a reference request pursuant to this application, can and will seek and/or disclose any and all information about me which said corporation, agent, or person may have. I specifically authorize said disclosure and agree to hold all such corporations, agents, or persons harmless. I understand and agree to the fact that Affinity Federal Credit Union maintains a drug-free workplace and that I will be required to undergo a drug urine screening check . I understand and agree to the fact that Affinity will also conduct a criminal history background and credit report check . I understand and agree that said pre-employment checks are designed to ascertain my suitability for employment. I specifically authorize said disclosure of this confidential information and agree to hold Affinity Federal Credit Union, its agents, managers, officers, and employees harmless from any and all liability in connection with the pre-employment screening/testing. Additionally, I agree to comply with all request for additional testing of any type and at anytime during my employment at Affinity Federal Credit Union. I understand that all employment offers are made contingent upon satisfactory proof of legal authorization to work in the United States according to the law. I understand that failure to provide satisfactory proof of identity and authorization to work in the United States will disqualify me from employment. If hired, I agree to abide by the terms and conditions of all Affinity Federal Credit Union policies and procedures. I understand I will not be employed, or my employment will be terminated, if I am or have been convicted of a criminal offense involving dishonesty, breach of trust or money laundering, or if I admit, plead guilty or nolo contender, or have to such an offense or if I agree or have agreed to enter into a pretrial diversion or similar program in connection with a prosecution such an offense. I understand and agree that my employment will be at will and that I or Affinity Federal Credit Union may terminate this employment relationship at any time, with or without notice, for any or no reason, without recourse by either of us. I also understand that oral representations to the contrary do not change the fact that both the Company and I maintain free to end the work relationship for any or no reason. I further understand that any changes in this employment relationship must be made in writing. I acknowledge that at anytime during my employment with Affinity Federal Credit Union, the hours and/or days that I am expected to work may be changed to accommodate the needs of the business. In addition, I am also expected to work at various Affinity Federal Credit Union locations. I acknowledge that I have been advised that Affinity Federal Credit Union is an Equal Opportunity Employer and that Affinity Federal Credit Union administers its employment policies in a nondiscriminatory manner. I specifically authorize Affinity Federal Credit Union to investigate my background, including any and all references, and prior employers, consistent with the position for which I am applying, and release and hold Affinity Federal Credit Union harmless for any and all liabilities arising out of its investigation of my application for employment. I authorize the Company, in its sole discretion, to supply my employment record to any prospective employer, government agency, or other party with an interest that the company deems appropriate. I understand that this application is not a contract of employment. If you agree to this disclaimer, you authorize the Company to process the application in accordance with the Company's established hiring practices. By completing this online application for employment opportunities at Affinity Federal Credit Union, I acknowledge reading, understanding and agreement of the Applicant Statement. Keywords: Salesforce Administrator, nCino, Salesforce, financial cloud

Created: 2024-10-21