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Salesforce Solutions Specialist

2 months ago

ValdeReuil, Normandie, United States Truliant Federal Credit Union Full time

Company Overview

At Truliant Federal Credit Union, our mission is to enhance the lives of our members by prioritizing their needs, delivering exceptional service, and offering straightforward financial solutions. Our core values—Member Focus, Service, Guidance, Relationships, and Community—shape our interactions with members and guide our commitment to improving lives.

Commitment to Our Team

We are dedicated to creating a positive work environment where all team members feel appreciated, empowered, and rewarded for their contributions.

Role Overview

The Salesforce Administrator plays a crucial role in utilizing in-depth knowledge of our Client Relationship Management (CRM) platform to assist the Vice President of Member Success & Loyalty in implementing the strategic CRM roadmap. This position is responsible for the configuration, upkeep, and integration of the Financial Service and Marketing Cloud platforms, serving as the primary contact for Salesforce development, issue resolution, support coordination, and reporting requirements.

Key Responsibilities

  • Oversee the deployment and continuous use of the Salesforce platform, aligning initiatives with stakeholder requirements to ensure a rewarding experience for all team members.
  • Provide technical and strategic guidance on all Salesforce-related custom development activities.
  • Facilitate collaboration across teams to enhance service delivery by developing and maintaining workflows that enable the organization to provide superior experiences to members and staff.
  • Work closely with marketing teams to enhance visibility of member communications and support various promotional initiatives through the Marketing Cloud.
  • Collaborate with data analytics to assist business unit leaders in designing and creating data dashboards tailored to their specific needs and key performance indicators.
  • Design and implement effective business processes and workflows, including the creation and customization of standard and custom objects, fields, page layouts, security rules, and validation rules.
  • Conduct unit testing, deployment, monitoring, and troubleshooting of integrations or APIs before and after deployment.
  • Proactively identify and implement system changes to enhance business needs, usability, data collection, and process efficiency.
  • Maintain system security and integrity concerning user information, including updates, license management, profile reassignment, and monitoring usage and storage.
  • Diagnose and resolve issues within the Salesforce environment.
  • Ensure successful integration and data exchange between Salesforce and external services or platforms.
  • Evaluate the impact of new requirements on interconnected applications, systems, and processes.
  • Provide training to users and other trainers on new and existing Salesforce features.
  • Engage with user groups and training programs to continuously enhance administration knowledge and achieve relevant certifications.
  • Assist with vendor management tasks as needed.

Additional Responsibilities

  • Support other tasks and projects as assigned.

Qualifications

  • Goal-oriented with a focus on optimization while managing daily activities.
  • Exhibit high standards of member experience in all interactions with customers, associates, and stakeholders.
  • Possess expert knowledge of credit union/retail banking operations and the technologies that support these processes.
  • Ability to recommend improvements to processes and data to better meet business needs.
  • Strong background in sales, service, or marketing administration within a financial services context.
  • Excellent problem-solving skills with the ability to research issues and provide meaningful recommendations.
  • Outstanding communication skills in English, both verbal and written, with proven presentation abilities.
  • High level of technological proficiency and quick adaptability to new technologies.
  • Ability to explain complex concepts in simple terms.
  • Strong interpersonal skills with the ability to work well with diverse personalities.
  • Capability to develop training materials for corporate use.
  • Detail-oriented, organized, and proficient in time management.
  • Able to manage multiple projects in a fast-paced environment with minimal supervision.
  • Proficient in MS Outlook, Excel, Word, PowerPoint, and OneNote.
  • Flexible and able to adjust priorities as required.
  • Strong commitment to providing excellent service to all members.

Physical Requirements

  • Occasional standing, walking, bending, and stooping.
  • Ability to sit at a desk for extended periods and use a computer.
  • Ability to lift or move up to 5 pounds regularly and occasionally up to 10 pounds.

Education and Experience

  • Bachelor's degree or equivalent experience required.
  • Minimum of 2 years of experience in the financial services or related sales/marketing industry.
  • Experience in leading or significantly contributing to corporate projects required.
  • Preferred 2+ years of administration experience.
  • Must obtain Salesforce Certified Administrator or Salesforce Certified Advanced Administrator within the first six months of employment.

If you are passionate about member service and are looking for a meaningful career with opportunities for growth, we invite you to consider a position with Truliant Federal Credit Union.