WEG ROLE

3 weeks ago


Plymouth, United States C4 Technical Services Full time
Salesforce 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 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
Basic Qualifications:
  • 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
Preferred Skills/Experience:
  • 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.com
  • WEG ROLE

    1 week ago


    Plymouth, United States C4 Technical Services Full time

    Salesforce 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...