CRM Application Analyst

1 month ago

Plano, United States Catalyst Corporate FCU Full time

Full Time, Permanent Opportunity for Salesforce Administrator

Catalyst and Your Career

At Catalyst Corporate Federal Credit Union, our mission is to be a premier innovative corporate credit union, providing exceptional member value in an efficient, safe and sound manner.

To accomplish this, we actively pursue talented individuals capable of making a positive impact on member credit unions, and we do our best to retain these employees. Among the ways we do this are generous benefits, a safe work environment and promotion of a strong work-life balance. We believe in our employees' success, and the average employee tenure of 14 years suggests that our employees feel the same way

The Work Itself

The Salesforce Administrator is responsible for supporting the development, maintenance, and enhancement of the Salesforce application. They work closely with cross-functional teams to understand business requirements and implement solutions that optimize the use of Salesforce to meet those requirements.

Principal among these activities is creating and updating user profiles, permissions, and OWD (organization wide defaults) settings to ensure data security and sharing, as well as performing CRED (create, read, edit, delete) operations on various objects and fields. The Salesforce Administrator will also maintain documentation of the configurations and customizations and provide support and training to end-users.

The Salesforce Administrator works closely with the Senior Salesforce Developer to collaborate on CRM strategic and operational needs. The ideal candidate will have experience and knowledge of Salesforce administration, configuration, and best practices.

The Talent You Bring

The Essential Requirements:

    1. Bachelor's degree or combined equivalent of education
    2. 3-5 years of Salesforce Lightning experience
    3. Experience translating user requests into clear and actionable requirements, and then designing and implementation solutions that meet the user needs & expectations
    4. Ability to create and manage Flows that automate complex business logic and integrate with various Salesforce features.
    5. Experience writing database queries using SQL and SOQL
    6. Experience managing user profiles, permissions, CRED (create, read, edit, delete) operations and OWD (organization-wide defaults) settings
    7. Strong verbal and written communication skills
    8. Strong time management skills
    9. Demonstrate project management skills and manage multiple complex projects
    10. Strong analytical skills required for system enhancements and timely problem resolution
    11. Shows initiative, creativity, and ability to work independently and with others in a team effort
    12. Attention to detail
Preferred Requirements:
  1. Experience with Agile Development Methodologies
  2. Experience with Azure DevOps
  3. Experience with MS Power Platform
  4. Experience working with External integrations with Salesforce

How We'll Have Your Back

Catalyst Corporate's compensation structure offers market-competitive base pay. However, Catalyst's full compensation package is more than just your paycheck and is meant to support and improve your personal and professional life, including:
  • Time Away: Federal Holidays, Vacation, Sick Time, and Parental Leave, as well as time off for volunteering.
  • Planning for the Future: 401K retirement savings plan with matching and company contributions.
  • Supporting your Health & Well-Being: Flexible health and insurance options, including Medical, Dental, and Vision Insurance choices, Long and Short-Term Disability Insurance, Life Insurance, Supplemental Life and AD&D Insurance, as well as a Flexible Spending Account.
  • Building a Family: We were named "Best Place for Working Parents" 4 years in a row due to our commitment to family-friendly policies and practices.
  • Work-Life Integration: Other benefits include credit union membership, a casual work environment, paid covered parking, and an onsite fitness facility with showers. In addition, we also offer access to a variety of onsite services, such as a massage therapist and personal trainer, car wash and detail service, vehicle refueling service, and food delivery service.

Who We Are

Catalyst Corporate Federal Credit Union is a wholesale cooperative financial institution that serves 1,400+ credit unions across the country. Catalyst Corporate provides its members with core financial services and back-office support, including payments, liquidity, investment and balance sheet management solutions. For more information, visit www.catalystcorp.org.

Catalyst Corporate is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law.

  • Data Analyst

    4 weeks ago

    Plano, Texas, United States BroadAxis, Inc Full time

    BroadAxis, Inc. Job DescriptionWe are seeking a highly skilled Data Analyst to join our team as a Salesforce CRM Expert.About the RoleThe ideal candidate will have 3-5 years of experience with Salesforce CRM Analytics (CRMA) and possess expertise in creating and managing datasets, dataflows, and recipes.Create, manage, and optimize datasets, dataflows, and...

  • Salesforce CPQ Business Analyst

    2 days ago

    Plano, United States TechnoGen Full time

    Please Note: As of July 22, 2021, our team will require that all candidate submissions include a LinkedIn profile. Please do not submit any candidates that do not have a LinkedIn. Kforce has a client in Plano, TX that is seeking a Salesforce CPQ Business Analyst. This position reports to the Sr. IT Manager, CRM SFDC. Primary business interactions include: ...

  • CRM Administrator

    4 weeks ago

    Plano, United States Paragon Structural Engineering Full time

    Job DescriptionJob DescriptionCustomer Relationship Management (CRM) AdministratorJob DescriptionSummary:  The CRM Administrator oversees the Zoho One (CRM and ERP) system functionality, including customizing it to meet the company’s needs, creating reports and dashboards, ensuring data integrity and providing technical support for users.  The goal of...

  • CRM Administrator

    2 months ago

    Plano, United States Paragon Structural Engineering Full time

    Job DescriptionJob DescriptionCustomer Relationship Management (CRM) AdministratorJob DescriptionSummary:  The CRM Administrator oversees the Zoho One (CRM and ERP) system functionality, including customizing it to meet the company’s needs, creating reports and dashboards, ensuring data integrity and providing technical support for users.  The goal of...

  • Dynamics CRM Developer

    2 weeks ago

    Plano, United States Xyant Services Full time

    Job Description: Position Details:Title: Dynamics CRM DeveloperMode of Hiring: ContractLocation: Plano, TX (Onsite and Inperson interview is mandatory)Responsibilities:Extensive experience with extending Microsoft Dynamics 365 through configuration and coding using Microsoft Power Platform, Workflows, Flows, Custom APIs, Plugins, and JavaScript.Expertise in...

  • Customer Relationship Management

    24 hours ago

    Plano, United States MobilexUSA Full time

    Description Position Description: Responsible for overseeing the planning, implementation, and tracking of specific short-term and long-term projects within our CRM system. This role requires a deep understanding of CRM software, project management methodologies, and the ability to work collaboratively with various departments to ensure the successful...

  • Xyant Services | Dynamics CRM Developer

    2 weeks ago

    plano, United States Xyant Services Full time

    Job Description: Position Details:Title: Dynamics CRM DeveloperMode of Hiring: ContractLocation: Plano, TX (Onsite and Inperson interview is mandatory)Responsibilities:Extensive experience with extending Microsoft Dynamics 365 through configuration and coding using Microsoft Power Platform, Workflows, Flows, Custom APIs, Plugins, and JavaScript.Expertise in...

  • Principal Fullstack Engineer

    3 weeks ago

    Plano, United States Mitchell Martin Full time

    Title: Principal Fullstack Engineer - Customer Relationship Management (CRM) Location: Central Region (Remote; Must Work CST Hours) Employment Type: Full-Time/Perm Description: • We are seeking a Principal Fullstack Engineer to lead the design and development of advanced customer relationship management (CRM) solutions. • This role focuses on creating...

  • Staff Business Data Analyst

    1 day ago

    Plano, United States Intuit Full time

    Overview Intuit GBSG Data & Analytics has an exciting opportunity to be part of the fast-growing Mid-market Analytics team that plays a critical role in driving growth in Mid-market with a long-term winning strategy. Disrupt the small business mid-market is one of Intuit’s 5 Big Bets initiatives. The Mid-market Analytics team is responsible for (1)...

  • Privacy Business Analyst

    3 minutes ago

    Plano, United States ConnectedX Inc. Full time

    Who we are: ConnectedX is focused on Digital Transformation and Product Engineering Services, enabling clients to achieve their business, operating and technology needs for the digital age. Our unique industry-based, consultative approach helps clients implement digital transformation initiatives. Headquartered in Dallas, Texas, U.S. ConnectedX is a...

  • ServiceNow Business Analyst

    1 month ago

    Plano, United States Diverse Lynx Full time

    Role: ServiceNow Business Analyst Location: Plano, TX Duration: 12+ Months Experience: 8-10 Year Role Description: Service Now Experience on ITSM HRSD Experience working as a business analyst Requirement Gathering Handling multiple stakeholders and demands and prioritization Diverse Lynx LLC is an Equal Employment Opportunity employer. All qualified...

  • Support Analyst

    6 days ago

    Plano, United States Tabit.cloud Full time

    Tabit is the master of mobile restaurant point-of-sale (POS) technology. We connect our passion for people and innovation to revolutionize the hospitality industry by providing cutting-edge solutions that increase the bottom line and propel businesses to the next level.We pride ourselves in delighting our clients and providing results that surpass...

  • Support Analyst

    7 days ago

    Plano, United States Tabit.cloud Full time

    Tabit is the master of mobile restaurant point-of-sale (POS) technology. We connect our passion for people and innovation to revolutionize the hospitality industry by providing cutting-edge solutions that increase the bottom line and propel businesses to the next level.We pride ourselves in delighting our clients and providing results that surpass...

  • Mainframe Analyst

    2 months ago

    Plano, United States Tata Consultancy Services Full time

    Role: Mainframe AnalystLocation: Plano, TX OR RemoteJob Type: Full TimeJob DescriptionExpertise in Mainframe Application Batch, database components, and scheduling tool knowledge.Collaborate with the Applications, Infrastructure teams, and Cloud strategy architect to decommission the Application component for Mainframe Sunset.Develop and execute a detailed...

  • Mainframe Analyst

    2 months ago

    Plano, United States Tata Consultancy Services Full time

    Role: Mainframe AnalystLocation: Plano, TXJob Type: Full TimeSalary Range: $100k - $120kJob DescriptionExpertise in Mainframe Application Batch, database components, and scheduling tool knowledge.Collaborate with the Applications, Infrastructure teams, and Cloud strategy architect to decommission the Application component for Mainframe Sunset.Develop and...

  • Mainframe Analyst

    2 months ago

    plano, United States Tata Consultancy Services Full time

    Role: Mainframe AnalystLocation: Plano, TX OR RemoteJob Type: Full TimeJob DescriptionExpertise in Mainframe Application Batch, database components, and scheduling tool knowledge.Collaborate with the Applications, Infrastructure teams, and Cloud strategy architect to decommission the Application component for Mainframe Sunset.Develop and execute a detailed...

  • Mainframe Analyst

    2 months ago

    plano, United States Tata Consultancy Services Full time

    Role: Mainframe AnalystLocation: Plano, TX OR RemoteJob Type: Full TimeJob DescriptionExpertise in Mainframe Application Batch, database components, and scheduling tool knowledge.Collaborate with the Applications, Infrastructure teams, and Cloud strategy architect to decommission the Application component for Mainframe Sunset.Develop and execute a detailed...

  • Business Analyst Expert

    3 weeks ago

    Plano, Texas, United States NR Consulting Full time

    About the RoleWe are seeking a skilled Business Analyst to join our team at NR Consulting in Plano, TX. This is a full-time opportunity. Job DescriptionThe successful candidate will have 7+ years of experience in product definition, features definition, EPIC and user story definition. They should be proficient in IBM Rationale tools, JIRA, Agile Craft,...

  • Cost Report Analyst

    1 month ago

    Plano, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are offering a short term contract employment opportunity for a Cost Report Analyst in the IT Software industry located in Plano, Texas. As a Cost Report Analyst, your primary responsibilities will revolve around the analysis and management of healthcare reimbursement data, application of accounting principles, and...

  • Pega Business Analyst

    3 minutes ago

    Plano, United States Matlen Silver Full time

    Pega Business Analyst - W2 Contract - Onsite in Plano/Addison TX Recent and Relevant experience with Pega is required to apply! No C2C, W2 only. Required Skills to Apply:Technicial backgroundRecent and Relevant Pega ExperienceDocument user stories using JiraHands on with cases and flowsAgile environmentsEnterprise ExperienceGood tenure/no gapsStrong...