Salesforce Admin II

7 days ago

Kansas City, United States Academy Bank Full time
Summary

The Salesforce Administrator II role is responsible for providing advanced technical and strategic support to the Salesforce Administration team in the day-to-day management and support of the CRM platform. In addition to performing administrative and support functions, the Salesforce Administrator II is responsible for designing, implementing, and managing advanced Salesforce solutions to meet business requirements, managing data integrity and security, and providing technical leadership to the Salesforce Administration team. The Salesforce Administrator II is also responsible for leading and managing complex projects involving multiple stakeholders and collaborating with cross-functional teams to drive business value and adoption of the platform.

Responsibilities

General
  • Develop and build out enterprise-wide Salesforce platform with vision to create a database that is a true corporate asset that is established, managed and ultimately grows.
  • Maintain a positive work atmosphere by behaving and communicating in a manner that encourages productive interactions with customers, co-workers and supervisors.
Administration
  • Collaborate with Access Management to create, edit, freeze and deactivate users.
  • Proactively engage with internal customers to understand their business needs and deliver high-quality CRM support in a timely manner.
  • Manage and work the CRM support queue by promptly triaging cases, answering end-user questions, fulfilling requests, and resolving system incidents in a timely and customer centric manner.
  • Leverage available documentation, training, and vendor support teams to administer third-party applications and nCino.
Continuous Improvement
  • Work with stakeholders to identify new and creative opportunities to leverage customer data to support additional business processes or functions.
  • Work closely with stakeholders, sales groups, and technical teams to define and develop strategies for improving and enhancing the existing data infrastructure across different business units in the organization.
Change Management and Adoption
  • Implement and drive user adoption of new Salesforce features and product enhancements.
  • Communicate regularly with product owners regarding system changes, new features, and enhancements.
  • Keep abreast of new Salesforce & nCino features and functionality. Appropriately utilize this training to provide recommendations for process improvements.
  • Assist in the planning, testing, and implementation of major nCino and Salesforce releases.
Technical Responsibilities
  • Design, implement, and manage advanced Salesforce and nCino solutions to meet business requirements.
  • Ensure data integrity, accuracy, and security in Salesforce.
  • Manage Salesforce integrations with third-party applications.
  • Develop and manage reports and dashboards to provide meaningful insights to stakeholders.
  • Provide technical leadership and mentoring to Salesforce Operations team members.
Skills
  • 3 or more years of nCino administration experience
  • com certifications: o Salesforce Administrator
  • Salesforce App Builder ++
  • nCino certifications ++
  • Salesforce administration experience in banking/lending
Education & Experience
  • Bachelor of Science or equivalent experience in accounting, business administration, computer science, or related field required.
  • 3 or more years of Salesforce administration experience.
  • Strong interdisciplinary IT skills and familiarity with IT Service Management and written communication skills.
  • Ability to prioritize workload, gather and analyze detailed information, think logically and in a process-oriented fashion.
  • Strong research, troubleshooting, and creative problem-solving skills.
  • Ability to work independently as well as part of a team on multiple projects.
  • Ensure work premises constitutes a safe work environment that promotes positive bank image, including regular inspection for and remediation of any hazardous conditions; regular maintenance and cleaning of premises; adherence to all posting requirements in jurisdiction, including human resources and compliance postings; and provision of comfortable and appropriate space for associates to conduct banking business.
  • Maintains client information in complete confidence.
  • Completes other specified duties as assigned.
  • Regular attendance required, working at the assigned worksite, or assigned remote location during regular business hours and/or assigned hours.
Physical Requirements

The work environment is typical of a standard office or retail banking setting. The position is sedentary, involving sitting most of the workday; however, the position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required.

Benefits

Full-time associates are eligible for our benefits package:
  • Medical
  • Dental
  • Vision
  • 401(k) plan
  • Company paid life insurance
  • Short and Long-term disability insurance
  • Company paid vacation, paid leave and holidays


This position will remain open until a qualified applicant is hired.

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