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Salesforce Platform Specialist

2 months ago

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

About Truliant Federal Credit Union

Truliant is dedicated to enhancing lives by prioritizing our members, 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 mission to improve lives.

Commitment to Our Team

At Truliant, we aim to create a rewarding work environment where all teammates feel appreciated, empowered, and recognized for their contributions.

Role Overview

The Salesforce Administrator plays a pivotal role in utilizing in-depth knowledge of Truliant's Client Relationship Management (CRM) platform to assist the Vice President of Member Success & Loyalty in implementing the CRM strategic plan. This position is accountable 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. The Salesforce Administrator is expected to be an internal advocate and product owner for Salesforce, tackling intricate operational and technological challenges with a strong sense of ownership and accountability.

Key Responsibilities

  • Oversee the deployment and continuous use of the Salesforce platform, aligning efforts with stakeholder needs to ensure a rewarding experience for all team members.
  • Provide technical and strategic guidance on all Salesforce-related custom engineering and development initiatives.
  • Facilitate collaboration across teams to enhance service delivery by developing and maintaining workflows that allow the organization to provide superior experiences to members and staff.
  • Work with marketing teams to enhance internal visibility of member communications and support various promotional initiatives through the Marketing Cloud platform.
  • 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 modifications to meet business needs, enhance usability, and simplify processes.
  • Maintain system security and integrity concerning all 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.
  • Train users and other trainers on new and existing Salesforce features.
  • Engage with user groups and training programs to continuously expand administration knowledge and achieve relevant certifications.
  • Assist with vendor management tasks as needed.

Additional Responsibilities

  • Support other tasks and projects as assigned.

Qualifications and Skills

  • Goal-oriented with a focus on optimization while managing daily responsibilities.
  • Exhibit high standards of member experience in every interaction with customers, associates, and stakeholders, demonstrating teamwork and service excellence.
  • Possess expert knowledge of credit union and retail banking operations, as well as the technologies that support these processes.
  • Ability to recommend process improvements to better meet business needs.
  • Strong background in sales, service, or marketing administration within a financial services context.
  • Demonstrate excellent problem-solving skills, capable of researching issues and making meaningful recommendations.
  • Exceptional communication skills in English, both verbal and written, with strong listening and presentation abilities.
  • High level of technological proficiency and the ability to quickly learn new technologies.
  • Ability to explain complex concepts in simple terms.
  • Superior interpersonal skills with the ability to interact with diverse personalities.
  • Experience in developing 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.
  • Ability to work in a general office environment.
  • Flexible and adaptable to changing priorities.
  • Strong commitment to providing excellent service to Truliant's members.

Physical Requirements

  • Occasional standing, walking, bending, and stooping required.
  • 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' experience in the financial services or related sales/marketing industry required.
  • Experience leading or significantly contributing to corporate projects required.
  • 2+ years of administration experience preferred.
  • 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 seeking a meaningful career with opportunities for growth, we encourage you to consider a position with Truliant.