Head of Customer Success
CFC
Cyber Security
CRM Administrator
WCCU Credit Union
full-time
Posted on:
Location Type: Hybrid
Location: 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
Tech Stack
JavaScriptVisualforce
About the role
- Serve as the primary Salesforce system administrator, managing user accounts, reports, dashboards, workflows, and routine tasks
- Customize and configure Salesforce including page layouts, fields, tabs, and business processes
- Develop and implement custom Salesforce solutions using Apex, Visualforce, JavaScript, Lightning Web Components (LWC) and Aura Components
- Maintain data integrity with regular audits, cleanups, and management of data feeds and integrations
- Automate business processes and develop custom automation solutions
- Oversee security settings, conduct audits, and maintain security measures
- Monitor system performance, manage licenses, and track user activity
- Lead development and execution of Salesforce strategy to enhance member engagement, loyalty, and retention
- Collaborate across departments and with IT and vendors to integrate business needs and ensure secure integrations
- Analyze member data to refine strategies and improve customer satisfaction and business performance
- Ensure Salesforce practices comply with data protection laws and industry regulations
- Report directly to the Vice President of Core Processes & Integration and engage regularly with Information department staff
Requirements
- Requires a Salesforce Administrator certificate OR 2-5 years of Salesforce administration and customization experience
- Salesforce Platform Developer I preferred
- A minimum of 2-3 years working in a financial institution required
- Proficiency in Apex, Visualforce and Javascript
- Experience with Lightning Web Components (LWC) and Aura Components
- Ability to work with a wide range of personalities in a courteous, effective, and efficient manner
- Ability to attend to numerous details, with frequent interruptions, under the stress of maintaining courteous, accurate and timely relations
- Knowledge and ability to apply current financial service industry standards, laws, and regulations
- Ability to present ideas, report facts and other information clearly and concisely
- Proficient knowledge of the Microsoft Suite (Outlook, Word, Excel, PowerPoint)
- Proficient operation of a variety of general office equipment (computer, copier, calculator, telephone, fax)
Benefits
- Remote upon the completion of training
- Enhance job growth through continuing education, as required or necessary.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Salesforce administrationSalesforce customizationApexVisualforceJavaScriptLightning Web ComponentsAura Componentsdata integrity managementautomation solutionssecurity settings management
Soft skills
interpersonal skillsattention to detailcourtesyeffective communicationability to work under stresscollaborationanalytical skillscustomer satisfaction focuspresentation skillstimeliness
Certifications
Salesforce Administrator certificateSalesforce Platform Developer I
