Salesforce Support Specialist

1 week ago


North Liberty, Iowa, United States GreenState Credit Union Full time
About the Role

We are seeking a highly skilled Salesforce Support Specialist to join our Enterprise CRM Team at GreenState Credit Union. As a key member of our team, you will play a critical role in supporting business processes and employee experience of our Salesforce deployment.

Key Responsibilities
  1. Support Salesforce Users: Provide exceptional support to GreenState Salesforce users, ensuring they have a positive and productive experience.
  2. Collaborate with Cross-Functional Teams: Work closely with internal teams to enable them to better serve our members, leveraging Salesforce to drive business outcomes.
  3. Stay Up-to-Date with Salesforce Releases: Review and stay current with Salesforce releases, new features, and best practices to advise on optimizations and improvements.
  4. Manage Internal Systems: Support the administration of internal systems, including testing, deployment, maintenance, and modification of processes.
  5. Document Quality Assurance Activities: Develop and maintain documentation of quality assurance activities, ensuring compliance and adherence to standards.
  6. Develop and Implement Salesforce Enhancements: Assist in the development and implementation of Salesforce enhancements, customization, and automation to drive business value.
  7. Identify Skill Gaps and Training Needs: Identify skill gaps in teams using Salesforce and develop training plans to address these gaps, ensuring teams have the necessary skills to leverage Salesforce effectively.
  8. Manage User Ticketing System: Serve as a point of contact for users to reach out with Salesforce questions, concerns, or requests, ensuring timely and effective resolution.
  9. Contribute to New Development Requests: Participate in the evaluation, scoping, and completion of new development requests, ensuring alignment with business objectives.
  10. Communicate Effectively: Communicate clearly and effectively with all team members, stakeholders, and users, ensuring seamless collaboration and information sharing.
Requirements
  1. Education: Bachelor's degree in business or related field, or equivalent years of experience.
  2. Experience: Minimum of 2 years' work experience in a related field, with experience in Salesforce Financial Services Cloud platform.
  3. Skills: Demonstrated ability to meet deadlines, manage and prioritize simultaneous requests; excellent analytical, critical thinking skills; and excellent written and verbal communication skills.
  4. Qualifications: Financial Services experience preferred, with a strong understanding of financial terminology; ability to work in a fast-paced environment and adapt to changing priorities.
Reporting Relationship

This position reports to the Salesforce Director.



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