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Senior Salesforce Administrator

2 months ago

Rolling Meadows IL United States Gallagher Full time
Introduction:

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

 

We believe that every candidate brings something special to the table, including you So, even if you feel that you’re close but not an exact match, we encourage you to apply.

Overview:

The Senior Salesforce Admin & Reporting Applications Specialist works with senior leadership at the local, regional, national and global level to define requirements, end-user training, maintenance, support, and builds reports and dashboards that support the internal sales and financial goals within Gallagher Benefit Services Division (GBS). The Senior Salesforce Admin & Reporting Applications Specialist works as assigned to ensure that Salesforce (SFDC) admin & reporting activities are executed accurately, completely, and on time, coordinating with all necessary parties including business unit clients, vendors and IT. He/She must possess intermediate SQL and advanced MS Excel and work collaboratively across divisions and business units.

How you'll make an impact:

The Senior Salesforce Admin & Reporting Applications Specialist will perform hands-on technical implementation, project management, Salesforce administration and system evangelizing. This person will also be responsible for executing day-to-day configuration, training, maintenance, and general support or improvement to the platform. The successful candidate will embrace the challenge of solving critical business problems and acting as the knowledge expert for evolving new processes within the company. Senior Salesforce Admin & Reporting Applications Specialist will define & create reports as needed and evaluate data to implement new reports as appropriate. He/She will configure dashboards for various audiences and provide clear, cogent explanations of the derivation of metrics and other analysis, includes tracking and analyzing sales and financial metrics relating to pipeline, sales goals, cross-selling, and overall performance. He/She works to ensure data integrity across reports across the organization, maintaining a reporting dictionary defining core measures on which reports are built. He/She must also understand the importance of protecting Gallagher’s data and act in accordance with organizational priorities. Compliance with standard SDLC methodologies.

 

 

List of Essential Duties

  • Advanced experience with creating complex Flows
  • Advanced experience in using Process Builder/Flows
  • Advanced experience in Aura and Lightning Web Components
  • Implementation experience with Custom Objects, Workflows, Formulas, and Validations Rules.
  • Works with internal clients to develop and document clear, testable requirements.
  • Oversee the feature request/support backlog and work with the Director/Leader to prioritize and execute.
  • Trains stakeholders on how to effectively access and use reports, dashboards and reporting/analytics tools.
  • Identifies best-practices supporting business performance relating to efficiency and improved customer service.
  • Identifies systems and process barriers to generate ideas for improvement.
  • Support and train team members and end-users on how to effectively use both Sales Cloud and Service Cloud.
  • Assist in defining required features and mapping Salesforce features to business processes.
  • Evangelize and drive user-adoption across the Division.
  • Resolution of internal Service Desk Support Tickets by Salesforce Users.
  • Implement enhancements and roll-out new features to the Salesforce platform.
  • Create and maintain on-going documentation processes as business needs evolve or features are added.
  • Comply with AJG IT policies and procedures.
  • Work directly with stakeholders, vendors, & Software Engineers to plan & implement technical solutions.
  • Creates and maintains reports and dashboards in Salesforce, SQL Reporting, MS Excel, and Power BI.
  • Integrations with other systems – MS Exchange, Enterprise Telephony, and ETL tools.
  • Ability to work across multiple Salesforce orgs simultaneously.

 

About you:

Education:


Bachelor’s degree with specialization in computer science, finance, accounting or business administration is preferred.

 

Experience:


Professional experience (5+ years strongly preferred) in a functional role concerned with Salesforce Administration at an enterprise level above 500 users preferred in EITHER Sales Cloud and/or Service Cloud environments. 5+ years’ experience in a functional role concerned with reporting and report analysis. Experience within the benefits brokerage, insurance, financial services, or similar industry is desired but not required. Possess the strong ability to absorb and evaluate information from a variety of sources and maintain a "big picture" view.

 

 

Technical Skills:

  • Strong understanding of Salesforce best-practices and functionality.
  • Experience with Salesforce DataLoader required.
  • Use of Workbench
  • Use of Demand Tools
  • Use of Eclipse or Ant
  • Ability to read Visual Force and APEX code
  • Ability to create HTML5/javascript/CSS
  • Experienced in BOTH Salesforce Classic and Lightning UI/UX
  • Advanced level with writing MS Excel 2016 or newer (using functions and macros, pivot tables) and
  • Advanced level MS Access (building queries and reports).
  • Intermediate level of reporting tools such as Microsoft SQL Report Services and Power BI.
  • Intermediate level of understanding of relational database methodology.
  • Experience with Salesforce Report Writing and Administration.
  • Microsoft Office products including Outlook, Word, PowerPoint, and Visio.

 

Interpersonal Skills:

  • Must be able to work independently and in a team environment but remotely
  • EXCELLENT oral, written communication and listening skills
  • Strong analytical and problem-solving skills
  • Must be self-motivated, goal-oriented, people-oriented and have a high energy level
  • Commitment to and record of strong customer service
  • Ability to manage multiple projects and priorities with deadlines
  • Ability to be proactive with regard to problem resolution
  • Effective time-management skills
  • Must have the “heart of a teacher”, patience, and willing to coach and share their knowledge with others.
  • Must be comfortable working in a fast-paced environment and handling multiple tasks/priorities
  • Good organizational skills and a strict attention to detail and proven ability to follow through

#contingent

#LI-JP1

Compensation and benefits:

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. 

 Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

  • Medical/dental/vision plans, which start from day one
  • Life and accident insurance
  • 401(K) and Roth options
  • Tax-advantaged accounts (HSA, FSA)
  • Educational expense reimbursement
  • Paid parental leave

Other benefits include:

  • Digital mental health services (Talkspace)
  • Flexible work hours (availability varies by office and job function)
  • Training programs
  • Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
  • Charitable matching gift program
  • And more...

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.