Salesforce Administration Team Lead

3 months ago

Westlake, United States Equity Trust Full time
*This position is based out of our Westlake, OH office but eligible for a hybrid or fully remote schedule.
JOB OVERVIEW:

The Team Lead, Salesforce Administration, manages the Salesforce team to ensure continuous improvement and enhancement to the Salesforce platform for internal and external clients by leading other administrators to design scalable solutions that use best practices and technologies.
RESPONSIBILITIES & DUTIES:
  • Lead Salesforce Administrator team to accomplish departmental responsibilities and goals.
  • Manage and delegate Salesforce work to accomplish business objectives.
  • Hire, train, motivate, and coach other Salesforce Administrators, assessing performance and providing helpful feedback and training opportunities.
  • 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 development team or a third party app.
  • Integrate with 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.
  • Craft technical documentation.
  • Enthusiastically teach best practices.
  • Performs other duties as assigned.

QUALIFICATIONS:
  • Minimum 5 years of experience with hands-on business Salesforce administration.
  • Minimum 2 years of experience leading a team.
  • Solid understanding of the financial services industry.
  • Agile Scrum experience preferred.

PROFESSIONAL CERTIFICATIONS:
  • Salesforce Certifications, Trailhead Mountaineer or higher, strongly preferred.

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, Collaborates, and Being 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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