Salesforce Administrator
2 weeks ago
This role is hybrid with 2 days in our headquarter office located in Jersey City, NJ.
We’re looking for a Salesforce Administrator to join our CRM team and support our sales, marketing, and business teams to deliver technical Salesforce solutions, including design and function. Reporting to the Technology Operations Manager, core responsibilities include optimization of sales processes and technical infrastructure. This role drives operational efficiencies and requires collaboration, a keen eye for detail, and a desire to provide process improvements and creative services. This position plays a key role to maintain and customize Verisk’s existing salesforce CRM instances including integrations with key systems like Icertis, LinkedIn, Eloqua, Outreach, and Zoura.
Responsibilities
Perform Salesforce administrative functions like user account maintenance, creating/updating profiles, rules, reports, dashboards, workflows, process builder, as well as use of data loader and other tools
Work closely with stakeholders like sales and service teams to set up/modify assignment rules, escalation rules, auto response rules, macros, queues, fields, objects, formulas, and enable live agent and email-to-case
Provide/manage knowledge articles, content, and surveys
Aid in implementing service packs, upgrades, and server changes
Support Salesforce and third-party application integrations with Click Tools, Outreach, LinkedIn Sales Navigator, App Buddy, Incontact, etc
Partner with different teams like sales, data, product, finance, and marketing to understand business/data requirements and build out development requirements, related processes, team training, and infrastructure to support operational needs like sales lead enrichment, pipeline management, forecasting, lead workflow, and analytics/reporting, etc.
Design automated processes to improve efficiency with scale and lean design
Work closely with acquisitions and subsidiaries to consolidate and migrate Salesforce instances, including demonstrations, understanding of business requirements, data reconciliation, cleanup, migration and import coordination from previous/existing system
Maintain and manage data quality/integrity of Salesforce data through regular audits and maintenance
Assist end-users in trouble shooting and provide hands-on support and training – aid in developing step-by-step instructions for new and enhanced functionality
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