Salesforce Administrator

As a key member of the Affinity Federal Credit Union team, the Salesforce Administrator will play a crucial role in delivering and maintaining a world-class CRM solution. This individual will be responsible for the configuration, design, testing, and end-user support of Salesforce, ensuring seamless integration with other systems and processes.

The ideal candidate will possess exceptional technical, analytical, and problem-solving skills, with a strong understanding of Salesforce configuration, object customization, and security models. Experience with nCino and Financial Services Cloud is highly desirable.

The Salesforce Administrator will collaborate with functional leaders to identify, define, and implement changes and enhancements to meet business requirements. This includes managing user and license setup, executing configuration changes, and ensuring optimal system security and performance.

The successful candidate will be a motivated, team-oriented individual with excellent written and oral communication skills. They will be able to work independently as well as collaboratively, with a strong focus on customer success.

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.

Requirements:

• 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.

What We Offer:

• 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.
• Discounts on our products and services, paid time off for volunteering, and more.
• Extensive educational and developmental opportunities, as well as access to our formal Tuition Assistance Program.