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Salesforce Administrator
1 month ago
As a Salesforce Administrator at Affinity Federal Credit Union, you will play a critical role in delivering and maintaining a world-class CRM solution. You will be responsible for configuring, designing, testing, and providing end-user support for Salesforce. The ideal candidate will have exceptional technical, analytical, and problem-solving skills, as well as the ability to work collaboratively with functional leaders to identify, define, and implement changes and enhancements to meet business requirements.
Key Responsibilities- Manage all aspects of user and license setup, including new user/transfer/deactivation, profiles, roles, and hierarchies.
- Execute configuration changes, including assignment rules, restriction rules, fields, page layouts, record types, dynamic layouts, custom settings, custom metadata, actions, web-to-lead, and web-to-case.
- Be proficient with Salesforce Flow functionality.
- Manage all security settings, conduct regular security/configuration audits, and health checks to optimize system security and performance.
- Manage user support requests, maintain optimal issue resolution turnaround.
- Provide post-go-live support and ensure issues are resolved on time to get the full benefit out of enhancements.
- Manage sandbox environment setup.
- Actively participate in data discovery leveraging data management systems and/or other data sources.
- Perform new release evaluation and execute new functionality rollouts.
- Regularly audit data to uncover and remedy data integrity issues, perform data cleanup, and de-duplication.
- Maintain technical documentation and participate in testing of new functionality.
- Implement and maintain integrated applications.
- Work with developers to coordinate any required code changes.
- Assist in the solutioning of business problems and work with stakeholders to define system requirements.
- Assist with translating product roadmap features into well-defined product requirements/user stories and acceptance test criteria.
- Assist with coordination of communication and facilitate resolution of risks, issues, and changes tied to the Product Backlog.
- Be a liaison between the Commercial Lending team and nCino Admin+/Premier Support team(s). Open and keep track of nCino-related tickets.
- Bachelor's degree in Computer Science or related field with a minimum of 3-5 years' experience with Salesforce.com and other Salesforce products development on the force.com.
- Salesforce Administrator or Advanced Administrator Certification is required.
- 5+ years' experience with Salesforce as an administrator.
- Experience across a wide variety of project management methodologies (waterfall, agile, scrum, hybrid, etc.).
- Knowledge of nCino is strongly preferred.
- Knowledge of Financial Services Cloud is preferred.
- Experience with SDLC tools (Jira or equivalent).
- Proficiency with Salesforce configuration, object customization, and security model.
- Knowledge of APEX, Copado (or a similar DevOps tool), Shield is preferred.
- Strong analytical skills with a thorough understanding of how to interpret business needs and translate those into technology and operational requirements.
- Ability to work independently as well as collaboratively.
- Enthusiastic, professional, and confident team player with a strong focus on customer success who can present effectively even under adverse conditions.
- Excellent written and oral communication skills.
- Experience with Microsoft Office (Project, Word, Excel, and PowerPoint), email, and electronic calendar (Outlook).
- Experience with Microsoft Visio or similar flowcharting application.
Affinity Federal Credit Union is an Equal Opportunity Employer. We strive to maintain balance between our employees' personal and professional responsibilities. All full-time employees receive a highly competitive and multi-faceted Total Rewards package, including competitive pay, target incentive, full medical/dental/prescription coverage, 401(k) plan, profit sharing, and generous paid time off. We provide extensive educational and developmental opportunities, as well as access to our formal Tuition Assistance Program. Explore career opportunities with Affinity and "Belong to Something Better."
