Maintain user profiles including but not limited to add new users, amend existing accounts, validate system permissions, restrict and open up data access, and maintain role hierarchies. Remove duplicate accounts and contracts by merging, mass updates, or importing data. Facilitate data uploads and interfaces by validating data and ensure captured data is clean, accurate, and relevant.
Create and maintain menus, Picklist Values, amend Page Layouts, assignment or validation rules, customize objects or fields, and similar system requirements.
Build Reports and dashboards within CRM and Excel. Build ad-hoc reporting requests. Maintain reports to ensure efforts are not duplicated and report variations do not grow unnecessarily.
Manage ongoing system developments by communicating with users and colleagues regarding new developments, support etc. Gather user and department system business needs. Draft Business Requirement Documents (BRD) for enhancements, configuration, & development; work with Information Technology department to refine BRD.
As system enhancements or releases are developed, schedule and test usability and functionality against BRD expectations and provide feedback to IT.
Troubleshoot and resolve user issues as they arise. Other responsibilities as requested.
Training & Job Aids
Develop and maintain CRM user training materials and job aids. Obtain team and user feedback to update and enhance materials. Use knowledge of user issues to improve materials. Leverage the corporate HR Learning & Development team on best learning methods and training vehicles (ie, recorded videos)
Develop and maintain best practice CRM processes and job aids for internal use by team.
Qualifications:
Bachelor’s Degree in Business, Marketing, or Information Systems
Salesforce Administration certification or pursuing
At least two (2) years’ Salesforce system administrator experience
Proficiency in Microsoft Word, Excel (intermediate/advanced), Power Point and Outlook
SQL skills
Ability to develop custom sales and marketing analytics
Excellent problem solving and organizational skills
Highly analytical and detail oriented
Ability to communicate complex ideas across functions and levels of the organization
Adept at handling multiple tasks and projects with competing deadlines; ability to adapt shifting priorities
Self-starter with a positive attitude; technologically savvy with good people skills
Working a number of evenings every month to maintain software during off-peak usage periods.