Salesforce Administrator

• Design and develop advanced customizations utilizing Salesforce and Service Cloud
• Continuously monitor data quality and integrity
• Integrate multiple technologies with Salesforce and Service Cloud
• Participation in all aspects of our Agile Project Methodology
• Partner with QA to ensure quality solutions are delivered
• Mentor developers and help expand the use and value of the Salesforce platform and ensure adherence to design and architectural guidelines
• Oversee code reviews
• Collaborate and manage technical project team members
• Map functional requirements to Salesforce.com features and functionality
• Disseminate best practices on solution positioning and delivery

AVP, Salesforce Development Manager

• Partner with cross-functional stakeholders and Salesforce architect to document business requirements and translate them into scalable technical solutions within Salesforce and other third-party business systems, including Kinective’s PSA tool and marketing automation tool
• Customize Salesforce and other applications by configuring workflows, process automation, user interfaces and data models
• Ensure data quality, perform deduplication, and oversee data migrations
• Maintain comprehensive system documentation, including business process workflows, data flow diagrams, solution architecture and release notes
• Manage user accounts, roles, permissions and licenses
• Develop and maintain reports and dashboards to support decision-making
• Provide ongoing support and troubleshooting for business systems
• Adhere to university policies, industry best practices, and compliance standards for Salesforce and other systems administration

Senior Salesforce Administrator

• Design, build, and maintain Salesforce declarative customizations and automations, including Flows, validation rules, and page layouts
• Develop a deep understanding of Consumer and Commercial Banking operations to lead complex initiatives and integrations that enhance sales and service capabilities
• Participate in all phases of the Agile project lifecycle, including planning, development, testing, deployment, and change management
• Perform core Salesforce administration activities, including: User and role management, reports and dashboards, and support of Agile workflows
• Manage nCino-specific platform functionality, including package maintenance, configuration, customization, LOS support, and banking system integrations
• Promote adoption of Salesforce and nCino features through user training sessions, webinars, and documentation
• Serve as a liaison between business users and IT by gathering requirements, performing business analysis, and providing day-to-day user support and troubleshooting
• Partner with Commercial Lending, Credit Administration, and other business teams to identify opportunities for process improvement and enhanced business outcomes
• Monitor and analyze user adoption metrics; proactively address gaps through targeted training, communication, system enhancements, or collaboration with the nCino Business Systems Analyst
• Collaborate with business stakeholders and IT teams to ensure successful product releases, upgrades, and ongoing platform enhancements

• Own and lead the RMI Salesforce ecosystem in partnership with our Development, Corporate Engagement and Influence Teams.
• Provide technical and strategic leadership for Salesforce, Marketing Cloud, and Salesforce integrations.
• Serve as a cross-functional technical leader, driving CRM strategy, system optimization, data integrity, process improvement, and Salesforce integration architecture.
• Support portfolio level goals in line with internal client team norms and operational plans for relationship and pipeline management.
• Lead end-to-end project management for all Salesforce enhancements.
• Drive Salesforce adoption, data quality improvements, data enhancement, and business process optimization.
• Develop documentation, business processes, best practices, and user training programs.
• Oversee platform maintenance, releases, storage management, and license optimization.
• Ensure system reliability, data integrity, and security.
• Manage vendor relationships and contracts related to Salesforce and connected tools.
• Design and maintain internal CRM dashboards and reports to support fundraising, communications, programs, and operations.
• Own Salesforce integration strategy and manage integration development resources.

• Personalize and build apps with configurable components to increase productivity and effectiveness for internal/external business units.
• Collaborate with business partners, leadership and end users to increase responsiveness to business and customers, and continually update Salesforce applications.
• Utilize knowledge of the Salesforce application functionalities to document business & functional requirements, including use cases and user stories.
• Perform administrative functions including, field creation, reports and dashboards, processes and flows, and other configuration/declarative tasks.
• Create test plans for new application builds and updates.
• Understand and begin assessing the impact new requirements have on upstream and downstream applications, systems and processes.
• Support end users with issues relating to Salesforce.

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