Responsible for outlining and maintaining a Salesforce.com strategy and roadmap, highlight sales division needs in alignment with client functions across the organization (with special focus on Customer Center, Marketing, Finance and Accounting).
Ensures alignment with Technology Lead and Technology policies/functions.
Drives decisions on additional capability delivery (ie. Purchase of third-party software, updates to existing Salesforce instance) in concert with requesting parties.
Responsible for maintaining license assignment policies, permissions, security, and procedures.
Monitors user adoption across the org.
Proactive system maintenance including Security Reviews, Release Updates, Health Check, and Optimizer
Provides on-boarding for new support personnel.
Facilitates interactive meetings with management to develop requirements based on business needs.
In alignment with Sales Analysis, develops and refines Salesforce reporting functionality including preparing dashboards, pipelines, and providing support for end user requests.
Provides first level triage support for end users of Salesforce.
Works closely with the business users and Technology to develop, test and deploy fields, forms, workflows, interfaces, records, and user roles to meet business requirements.
Works closely with the business users and Technology to design, manage, and execute on Salesforce configuration projects of varying complexity to ensure the smooth operation of our day-to-day functions.
Helps identify, evaluate and drive adoption of processes and procedures that enhance the productivity and predictability of the business.
Works cross-functionally with IT to maintain and improve upon our integrations with different systems.
Ability to liaise with stakeholders at all levels.