Salesforce Administrator II Position

4 weeks ago

Kansas City, Missouri, United States Dickinson Financial Corporation Full time
Job Summary

The Salesforce Administrator II role at Dickinson Financial Corporation is a critical position that requires advanced technical and strategic support to the Salesforce Administration team in the day-to-day management and support of the CRM platform. This role involves 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.

Key Responsibilities

  • Develop and build out enterprise-wide Salesforce platform with a vision to create a database that is a true corporate asset.
  • 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 and 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.

Requirements

  • 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 constitute a safe work environment that promotes a positive bank image.
  • 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

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