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ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Salesforce.comReports and AnalyticsDeclarative Salesforce MethodologyWorkflowProcess BuilderFlowsSalesforce AdministrationData AdministrationData ManagementDashboard Production
Soft Skills
User SupportTraining DeliveryCommunicationInterpersonal SkillsStakeholder Management
Tools & Technologies
Microsoft OfficeOutlookExcelVisio
Certifications & Qualifications
Salesforce Certified Platform Administrator
Industry Keywords
Financial SectorData VendorsChange Initiatives
Tech Stack
Tools & technologiesSFDC
About the role
Key responsibilities & impact- Provide effective user support to internal Salesforce users
- Participate in fund data administration tasks in Salesforce and change initiatives
- Manage fields, objects, rules, workflows, and other configurations
- Produce reports and dashboards for key stakeholders
- Deliver training sessions remotely and face-to-face
- Oversee regular delivery of static fund data to data vendors
Requirements
What you’ll need- Strong understanding of the Salesforce.com platform and best practices
- Good knowledge of Reports and Analytics
- Good knowledge of Declarative Salesforce Methodology; Workflow, Process Builder, Flows etc.
- Experience as a Salesforce Administrator in the financial sector
- Valid Salesforce Certified Platform Administrator certification
- Excellent command of Microsoft office applications (especially Outlook, Excel and Visio)
- Proficiency in English
Benefits
Comp & perks- Collaborative environment
- Opportunity for training and professional development
