What are the responsibilities and job description for the Salesforce Administrator position at EQUITY ADMINISTRATIVE SERVICES INC AND AFFILIATES?
Job Details
Description
When you work at Equity Trust, there is never a dull moment! You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by performance. Our culture of learning and growth encourages our teams to challenge the status quo and break through ceilings to establish new standards for our industry. For all our associates, the journey is both challenging and rewarding, and we embrace the flexibility to allow you to pave your own path. Come join our mission and learn what it truly means to self-direct your future!
*This position is based out of our Westlake, OH office but eligible for a hybrid or remote schedule.
JOB OVERVIEW
The Salesforce Administrator continually improves and enhances the Salesforce platform for internal and external clients by designing scalable solutions using best practices and technologies.
RESPONSIBILITIES & DUTIES
- Salesforce configuration changes, including (but not limited to): Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards and reports
- Management of roles, profiles, permissions, public groups, OWD, and sharing rules
- Data management to improve Salesforce data quality, implementing rules and automation as needed
- Sandbox environment management
- DevOps/release management experience
- Know when something should/could be done declaratively vs. pushing to development team or a third party app
- Integrate with Development Team to handle the administrative side of custom code deployments
- Proactive system maintenance including Security Reviews, Release Updates, Health Check, and Optimizer
- Test changes and new features from internal developers and other administrators as well as external partners
- Research and know best practices for Salesforce and stay abreast of new features
- Working with integrated applications including (but not limited to): DocuSign, Formstack Documents, DevOps tools, Marketing Cloud
- Configure and manage Financial Service Cloud
- Manage Marketing Cloud
- Configure MuleSoft Composer
- Work closely with other Salesforce Administrators to avoid conflicts and breaking changes
- Technical documentation
- Enthusiastically teach best practices
- Performs other duties as assigned
QUALIFICATIONS
- Salesforce Certifications, Trailhead Mountaineer or higher, or demonstrated expertise configuring complex solutions within Salesforce
- Minimum 2 years of experience with hands-on business Salesforce administration
- Agile Scrum experience preferred
PROFESSIONAL CERTIFICATIONS
- None required
TECHNICAL SKILLS
To be successful in this role, you should have experience with and an understanding of the following:
- Salesforce Certifications (Administrator, Advanced Administer, Platform App Builder), Trailhead Mountaineer or higher, or demonstrated expertise configuring complex solutions within Salesforce
CULTURAL COMPETENCIES
In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
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PHYSICAL DEMANDS/WORK ENVIRONMENT
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.
Qualifications