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Salesforce Administrator Business Analyst

3 months ago

Miami, United States Banco de Credito e Inversiones Full time
Job DescriptionJob DescriptionJOB SUMMARY


Responsible for leading the ongoing development and optimization of the Salesforce platform. Combine technical skills, strategic thinking and leadership abilities to manage the platform and ensure it meets the evolving needs of the business. Administer the platform, participate in upgrades and improvements processes and maintain the platform’s integrity.


DUTIES OF THE POSITION


The duties of the position include, but are not limited to, the following:


  • Serve as a Salesforce administrator in an environment with 80+ users.

  • Strong understanding of Salesforce best practices and functionality.

  • Handle all aspects of user management including new user setup, roles, profiles, permission sets, custom permissions, public groups, sharing rules.

  • Experience implementing Salesforce configuration changes including flows, email alerts, custom objects, validation rules, sales process, support process, lead process, approval process, escalation rules, entitlement management, matching and duplicate rules and other routine tasks.

  • Manage Salesforce data feeds and other integrations.

  • Monitor platform performance and proactively address issues.

  • Provide real-time support for issues relating to Salesforce and other supported integrations, such as IQ Inbox.

  • Act as an escalation point for incidents related to the Salesforce platform and associated integrations.

  • Create high-level models to identify and validate business processes and solutions when appropriate.

  • Ability to assess the impact of new requirements on Salesforce and all upstream and downstream applications, systems and processes.

  • Ability to critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs.

  • Ongoing evaluation to streamline processes and improve effectiveness.

  • Strong data management abilities.

  • Ensure data integrity by merging duplicate Leads, Contacts, and Clients; performing mass uploads and updates of data as required; removing unnecessary fields and data; ensuring screens, fields and flows have accurate names.

  • Creation and maintenance of List Views, Reports and Dashboards as needed.

  • Perform various testing and QA functions as necessary.

  • Provide technical support for applications technologies within areas of expertise by analyzing and documenting user requirements pertaining to existing business applications and assisting in planning for and implementing new ones.

  • Troubleshoot and identify system related production problems and coordinate the evaluation and implementation of system enhancements.

  • Serve as a backup for the Senior Salesforce Business Analyst.

  • Must have regular and predictable attendance and work the hours and/or shifts assigned, particularly during regular business hours, to communicate with colleagues, supervisors, and customers with whom interaction is required to accomplish and complete work assignments and meet company goals within established deadlines.

  • Must provide timely and appropriate responses to requests for information and/or customer complaints or concerns and provide appropriate follow up to ensure issues are resolved.

  • Complete regular internal system audits and prepare for upgrades.

  • Experience delivering solutions using Agile methodologies including sprint planning and story development.

  • Must maintain courteous, professional and effective internal and external working relationships.

  • A team player who can collaborate with our internal team and other cross-functional teams.

  • Ability to understand, speak, read and write English and Spanish.

  • Effectively speaking before groups of customers or employees.

  • Assume evolving duties and responsibilities of position.

  • Work all hours required to fulfill job duties and responsibilities (including weekends, evenings and holidays as needed).

  • Travel as required.

  • Provide coverage for other positions as requested.

  • Ability to carry and lift boxes and objects that may weigh between 10 and 25 pounds.

  • Perform additional duties and responsibilities as assigned by management.


COMPLIANCE RESPONSIBILITIES


In the performance of their duties, all Bci - Miami Branch staff members are required to comply with all state and federal regulatory and legal requirements, including the Bank Secrecy Act, the Federal Election Campaign Act of 1979, the Foreign Corrupt Practices Act, and the Bank Bribery Amendments Act. Additionally, all staff members must comply with Bci’s Personnel Manual and Code of Ethics and other policies of Bci which are either currently in place or which may become effective during the staff member’s employment.

PRE-HIRE REQUIREMENTS FOR THIS POSITION:


EDUCATION:

Bachelor’s degree in Business Administration or Technology related field.


CERTIFICATIONS/LICENSES:

  • Salesforce Certified Administrator (ADM201)

  • Advanced Certified Salesforce Administrator (ADM211)

  • Salesforce Developer (DEV 401) is a plus


EXPERIENCE:

  • Minimum 5 years of experience as a Salesforce Administrator

  • Minimum 3 years of experience with Financial Service Cloud

  • Experience with Data Loader

  • Experience integrating and supporting Salesforce apps

  • Experience managing projects

  • Experience facilitating workshops and training sessions is a plus

  • Experience with CRM Analytics is a plus