Salesforce Administrator

5 months ago

Westlake, United States Equity Trust Full time
This position is eligible to be fully remote.
JOB OVERVIEW:The Salesforce Administrator continually improves and enhances the Salesforce platform for internal and external clients by designing scalable solutions using best practices and technologies.
RESPONSIBILITIES & DUTIES:
  • Salesforce configuration changes, including (but not limited to): Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards, and reports
  • Management of roles, profiles, permissions, public groups, OWD, and sharing rules
  • Data management to improve Salesforce data quality, implementing rules and automation as needed
  • Sandbox environment management
  • DevOps/release management experience
  • Know when something should/could be done declaratively vs. pushing to the development team or a third-party app
  • Integrate with the Development Team to handle the administrative side of custom code deployments
  • Proactive system maintenance including Security Reviews, Release Updates, Health Check, and Optimizer
  • Test changes and new features from internal developers and other administrators as well as external partners
  • Research and know best practices for Salesforce and stay abreast of new features
  • Working with integrated applications including (but not limited to): DocuSign, Formstack Documents, DevOps tools, Marketing Cloud
  • Configure and manage Financial Service Cloud
  • Manage Marketing Cloud
  • Work closely with other Salesforce Administrators to avoid conflicts and breaking changes
  • Technical documentation
  • Enthusiastically teach best practices
  • Performs other duties as assigned

QUALIFICATIONS:
  • Salesforce Certifications, Trailhead Mountaineer or higher, or demonstrated expertise configuring complex solutions within Salesforce
  • Minimum 2 years of experience with hands-on business Salesforce administration
  • Agile Scrum experience preferred

PROFESSIONAL CERTIFICATIONS:
  • None required

TECHNICAL SKILLS:To be successful in this role, you should have experience with and an understanding of the following:
  • Salesforce Certifications (Administrator, Advanced Administer, Platform App Builder), Trailhead Mountaineer or higher, or demonstrated expertise configuring complex solutions within Salesforce

CULTURAL COMPETENCIES:In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, collaboration, and Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
  • Tech Savvy
  • Communicates Effectively
  • Resourcefulness
  • Being Resilient

PHYSICAL DEMANDS/WORK ENVIRONMENT:This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

About Equity Trust:

Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.

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