FIRSTRUST SAVINGS BANK
Salesforce Administrator
FIRSTRUST SAVINGS BANK, Horsham, Pennsylvania, United States, 19044
Salesforce Administrator Location
US-PA-Horsham Job ID 2024-2536
Positions
1
Objective
As a member of the Enterprise Solutions Team, the primary responsibilities of the Salesforce Administrator are the management, optimization, and support of our FirstCLASS platform (powered by Salesforce) and its related platform apps including but not limited to: Financial Services Cloud, DocuSign, Informatica, Copado, and Skuid. The individual will be motivated, team-oriented and passionate about Salesforce technology and aligning our platform with our overall strategic visions. Hybrid Position
Responsibilities/Duties
Assists in the development of new business for Firstrust. Is alert to expressed customer/prospect needs to suggest appropriate services. Directs customers to the appropriate person to open account. Actively sells and promotes corporate products to potential and existing customers. Possesses knowledge of corporate products and services to suggest products. Customize standard/custom objects, fields, page layouts, record types, reports and dashboards, list views, queues, public groups, chatter, etc. in a complex salesforce org Implement and manage Record Triggered Flows and Screen Flows Process and troubleshoot incoming platform support requests. Gather more information as needed. Resolve independently or work with Premier Support to resolve as necessary. Ability to determine if cases require internal resources or escalation. Provide day to day end user support and assist users with best practices to improve and increase their knowledge of the FirstCLASS platform. Stay up to date with Salesforce releases and other platform app releases; Introduce new functionality to the Enterprise Solutions Team which will enhance the platform and streamline business processes Actively promote and drive adoption of Salesforce throughout the organization when engaging with stakeholders. Create and manage Profiles / Roles / Permission Sets - perform periodic reviews & audit testing to ensure security of platform and platform apps are maintained. Create and maintain reports to support audits. Utilize platform and platform apps to maintain and monitor data quality, create reports to support data quality management. Work with Enterprise Solutions Team and Bank management to ensure data quality standards on the platform. Oversee Release Management Training & Communication amongst Enterprise Solutions. Respond to user calls, emails and web support cases Perform other duties as directed by the SVP, Enterprise Solutions.
Essential Functions
While performing the essential functions of this position, the employee is regularly required to operate computer equipment, detect and observe system enhancements and determine standards. The incumbent will be expected to prepare reports, effectively communicate information to technical and non-technical staff and identify and troubleshoot problem applications. Decision Making The employee works mostly without direct supervision, and as such, shares in making tactical decisions relating to the development process on a daily basis. Accountability Accountable for the deliverables of each step of the design life cycle. This includes, but is not limited to, technical and user documentation, testing, output and functionality. Must adhere to company development standards.
Knowledge - Skills & Abilities
BA/BS degree in related field or equivalent work experience in lieu of degree com certification preferred (Administrator, Advanced Administrator, or Platform App Builder) 3+ years' experience administering or consulting with Salesforce.com Experience managing projects involving relational databases such as SQL Server, MySQL, or Access a plus Experience writing functional specifications and/or creating journey mappings Experience working with users to streamline their business processes. Experience with data migrations from third party systems to Salesfo ce.com Previous banking or financial service background preferred Ability to manage multiple projects simultaneously through use of good time management skills Solid communication skills including experience in training end users Comfortable with learning and using supporting cloud technologies Comfortable with a fast-paced, high-performance environment Self-starter, ambitious, and flexible
Firstrust Bank is an Affirmative Action Contractor and is an Equal Opportunity Employer. Minority/Female/Disabled/Veteran
US-PA-Horsham Job ID 2024-2536
Positions
1
Objective
As a member of the Enterprise Solutions Team, the primary responsibilities of the Salesforce Administrator are the management, optimization, and support of our FirstCLASS platform (powered by Salesforce) and its related platform apps including but not limited to: Financial Services Cloud, DocuSign, Informatica, Copado, and Skuid. The individual will be motivated, team-oriented and passionate about Salesforce technology and aligning our platform with our overall strategic visions. Hybrid Position
Responsibilities/Duties
Assists in the development of new business for Firstrust. Is alert to expressed customer/prospect needs to suggest appropriate services. Directs customers to the appropriate person to open account. Actively sells and promotes corporate products to potential and existing customers. Possesses knowledge of corporate products and services to suggest products. Customize standard/custom objects, fields, page layouts, record types, reports and dashboards, list views, queues, public groups, chatter, etc. in a complex salesforce org Implement and manage Record Triggered Flows and Screen Flows Process and troubleshoot incoming platform support requests. Gather more information as needed. Resolve independently or work with Premier Support to resolve as necessary. Ability to determine if cases require internal resources or escalation. Provide day to day end user support and assist users with best practices to improve and increase their knowledge of the FirstCLASS platform. Stay up to date with Salesforce releases and other platform app releases; Introduce new functionality to the Enterprise Solutions Team which will enhance the platform and streamline business processes Actively promote and drive adoption of Salesforce throughout the organization when engaging with stakeholders. Create and manage Profiles / Roles / Permission Sets - perform periodic reviews & audit testing to ensure security of platform and platform apps are maintained. Create and maintain reports to support audits. Utilize platform and platform apps to maintain and monitor data quality, create reports to support data quality management. Work with Enterprise Solutions Team and Bank management to ensure data quality standards on the platform. Oversee Release Management Training & Communication amongst Enterprise Solutions. Respond to user calls, emails and web support cases Perform other duties as directed by the SVP, Enterprise Solutions.
Essential Functions
While performing the essential functions of this position, the employee is regularly required to operate computer equipment, detect and observe system enhancements and determine standards. The incumbent will be expected to prepare reports, effectively communicate information to technical and non-technical staff and identify and troubleshoot problem applications. Decision Making The employee works mostly without direct supervision, and as such, shares in making tactical decisions relating to the development process on a daily basis. Accountability Accountable for the deliverables of each step of the design life cycle. This includes, but is not limited to, technical and user documentation, testing, output and functionality. Must adhere to company development standards.
Knowledge - Skills & Abilities
BA/BS degree in related field or equivalent work experience in lieu of degree com certification preferred (Administrator, Advanced Administrator, or Platform App Builder) 3+ years' experience administering or consulting with Salesforce.com Experience managing projects involving relational databases such as SQL Server, MySQL, or Access a plus Experience writing functional specifications and/or creating journey mappings Experience working with users to streamline their business processes. Experience with data migrations from third party systems to Salesfo ce.com Previous banking or financial service background preferred Ability to manage multiple projects simultaneously through use of good time management skills Solid communication skills including experience in training end users Comfortable with learning and using supporting cloud technologies Comfortable with a fast-paced, high-performance environment Self-starter, ambitious, and flexible
Firstrust Bank is an Affirmative Action Contractor and is an Equal Opportunity Employer. Minority/Female/Disabled/Veteran