WEG ROLE
1 week ago
Plymouth, United States
C4 Technical Services
Full time
Salesforce Support Administrator - Level 3Location: Remote
Responsibilities:
- Acts as a Relationship Manager to the Wealth Management business users of the Salesforce tool.
- Provides level 3 end user support and performs daily administration for the Wealth Management Salesforce database.
- Articulate verbal communication skills are required.
- Key point of contact for user support and problem solving. Assists employees and technical staff to investigate, analyze, and resolve application issues related to system functionality.
- This role calls for a deep technical understanding of the Salesforce platform related to User Profile management, List Views, Reports and Dashboards
- Oversees Case Management to include entering new, providing daily administration ensuring cases are clearly documented and updated with status changes.
- Works with the business line to prioritize case requests.
- Acts as a liaison between the Business Line and technology supporting the projects and objectives of the business.
- Responsible for communicating the Case requirements with technology team to ensure full understanding. Runs weekly meetings and tests cases before deployment.
- Informs the business line and training teams about Salesforce upgrades and releases of new functionality.
- Handles mass changes to teams, data uploads using various tools including data loader
- CRM Experience - SalesForce.com administration experience is required (Sales Cloud and Wealth Management environment is preferred)
- Prior experience in applicable CRM business line support position
- Strong verbal and written communication skills (Verbal communication strength is a must)
- Superior interpersonal relationship building and leadership skills
- Communicate effectively with business partners and stakeholders to assess support needs, assist in the identification of business needs
- Ability to thrive in a fast-paced work environment and manage multiple projects simultaneously
- Advanced technical skills including Microsoft Office, SharePoint
- Salesforce Certified Administrator (ADM201)
- Previous experience onboarding new users onto Salesforce or other CRM suite; ability to apply experience and best practices with SFDC or other CRM suite into optimal business solutions.
#DICE
dcole@c4techservices.comLearn More
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WEG ROLE
3 weeks ago
Plymouth, United States C4 Technical Services Full timeSalesforce Support Administrator - Level 3 Location: Remote Responsibilities: Acts as a Relationship Manager to the Wealth Management business users of the Salesforce tool. Provides level 3 end user support and performs daily administration for the Wealth Management Salesforce database. Articulate verbal communication skills are required. Key point of...