Carson Group Holdings
Salesforce Administrator
Carson Group Holdings, Omaha, Nebraska, us, 68197
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.Who We WantThe Salesforce Administrator will work as part of the Salesforce team dedicated to ensuring we are maximizing efficiency and capitalizing on the full features and benefits of the system based on various business unit needs. This person will serve as one an administrator, providing solutions to business problems, as well as building inside of Salesforce, deploying changes, assisting internal support teams, and continuing to stay up to date on global releases.The preferred candidate location is in or near Omaha, NE but are open to 100% remote candidates.What To ExpectCreate and Manage Changes to the System
Participate in refining user requests into actionable tasksSolution requests with both user experience and scalability top of mindCollaborate with product owners to prioritize and clarify requirementsManage system changes without interruption to the userCommunicate system changes to teams in advance so they understand the change and how to use it prior to implementationModify the system to increase benefits and usabilityHelp identify dependencies and potential blockers to for completing workManage processes that impact/relate to Salesforce.comManage new releases of Salesforce and efficiently roll out new featuresCreate and maintain fields, views, reports, dashboards, campaigns and other salesforce.com objects and functionsCreate custom objects when necessaryHandle ongoing customization/ alteration of Salesforce.comMaintain, enhance and create flows, functions and configurations within the Salesforce.com environmentCreate new reporting capabilities and respond to ad hoc reporting requests as neededProvide support functions as neededConduct testing of new features and changesPerform peer review of configurations
Maintain System, Security and Integrity
Understanding complex permissions granted throughout orgMaintain permissions integrity when deploying new solutionsMaintain security including sharing rules and security levelsDesign, Create and maintain user roles, profiles and hierarchies
User Assistance, Training, Adoption and Satisfaction
Troubleshoot user issues via Zoom, phone, or emailExpand use of Salesforce.com – attend planning meetings, assist with determining if/how salesforce.com can be used in new ways as opposed to purchasing a new internal systemAssist sales management to create processes in salesforce.com to help monitor activities, trends, sales and leadsMonitor usage and mentor users/groups needing assistanceContinually seek ways to further enhance the end-user experienceBe a company SME on Salesforce.com
Process Creation, Documentation and Maintenance
Develop process documentation and field mapsCreate new processes and associated reportingContinuous documentation of designs
Data Quality, Migration and Maintenance
Assist with migration from older systems/processes into Salesforce.comImport and mass update data as appropriateMonitor and improve data qualityEnsure data integrity by merging duplicate Leads, Contacts, and Accounts; performing mass uploads and updates of data as required; Removing unnecessary fields and data; ensuring screens, fields and workflow have accurate names and reflect current workflow
Report and Dashboard Creation and Maintenance
Create and maintain dashboards.Troubleshoot errors within reports and dashboards
Assist Support Team with CEO
Function as backup for other integrated CEO SystemsCommunicate regularly with team when changes will affect integrated systems
What You NeedIn-depth knowledge of the standard capabilities of Salesforce and have successfully expanded on those capabilities through the use of customization or integrationStrong reporting background using standard reporting tools including standard salesforce.com reporting functionalityPrevious re-engineering experience updating an existing Salesforce.com configuration to provide solutions for reporting, flows and enhanced functionsDetail oriented and self-starter with strong written and interpersonal skillsAbility to work independently, as well as part of a teamComputer literate and proficient in standard office applications Word, Excel and OutlookAdvanced skillset with data management tools (Excel, Salesforce, SQL)Strong problem solving skills, data and software applicationsPreferred Education and Experience2 to 3 years Salesforce administration experienceSalesforce.com Administrator and Advanced Salesforce.com Administrator certifications preferredExperience with Financial Services Cloud beneficialIn exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
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Participate in refining user requests into actionable tasksSolution requests with both user experience and scalability top of mindCollaborate with product owners to prioritize and clarify requirementsManage system changes without interruption to the userCommunicate system changes to teams in advance so they understand the change and how to use it prior to implementationModify the system to increase benefits and usabilityHelp identify dependencies and potential blockers to for completing workManage processes that impact/relate to Salesforce.comManage new releases of Salesforce and efficiently roll out new featuresCreate and maintain fields, views, reports, dashboards, campaigns and other salesforce.com objects and functionsCreate custom objects when necessaryHandle ongoing customization/ alteration of Salesforce.comMaintain, enhance and create flows, functions and configurations within the Salesforce.com environmentCreate new reporting capabilities and respond to ad hoc reporting requests as neededProvide support functions as neededConduct testing of new features and changesPerform peer review of configurations
Maintain System, Security and Integrity
Understanding complex permissions granted throughout orgMaintain permissions integrity when deploying new solutionsMaintain security including sharing rules and security levelsDesign, Create and maintain user roles, profiles and hierarchies
User Assistance, Training, Adoption and Satisfaction
Troubleshoot user issues via Zoom, phone, or emailExpand use of Salesforce.com – attend planning meetings, assist with determining if/how salesforce.com can be used in new ways as opposed to purchasing a new internal systemAssist sales management to create processes in salesforce.com to help monitor activities, trends, sales and leadsMonitor usage and mentor users/groups needing assistanceContinually seek ways to further enhance the end-user experienceBe a company SME on Salesforce.com
Process Creation, Documentation and Maintenance
Develop process documentation and field mapsCreate new processes and associated reportingContinuous documentation of designs
Data Quality, Migration and Maintenance
Assist with migration from older systems/processes into Salesforce.comImport and mass update data as appropriateMonitor and improve data qualityEnsure data integrity by merging duplicate Leads, Contacts, and Accounts; performing mass uploads and updates of data as required; Removing unnecessary fields and data; ensuring screens, fields and workflow have accurate names and reflect current workflow
Report and Dashboard Creation and Maintenance
Create and maintain dashboards.Troubleshoot errors within reports and dashboards
Assist Support Team with CEO
Function as backup for other integrated CEO SystemsCommunicate regularly with team when changes will affect integrated systems
What You NeedIn-depth knowledge of the standard capabilities of Salesforce and have successfully expanded on those capabilities through the use of customization or integrationStrong reporting background using standard reporting tools including standard salesforce.com reporting functionalityPrevious re-engineering experience updating an existing Salesforce.com configuration to provide solutions for reporting, flows and enhanced functionsDetail oriented and self-starter with strong written and interpersonal skillsAbility to work independently, as well as part of a teamComputer literate and proficient in standard office applications Word, Excel and OutlookAdvanced skillset with data management tools (Excel, Salesforce, SQL)Strong problem solving skills, data and software applicationsPreferred Education and Experience2 to 3 years Salesforce administration experienceSalesforce.com Administrator and Advanced Salesforce.com Administrator certifications preferredExperience with Financial Services Cloud beneficialIn exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
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