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

• 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

• Design and code functional programs and applications
• Ensure consistent alignment of Sales and Marketing to optimize the sales process
• Provide Sales and Marketing with accurate reporting on the organization's key performance indicators
• Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests
• Creative and analytical thinker with strong problem-solving skills
• Ability to critically evaluate information gathered from multiple sources

• Translate business requirements into well-architected solutions that best leverage the Salesforce platform and product
• Lead technical design sessions; create, estimate, and solution user stories; develop technical solution documentation aligned with the business objectives.
• Provide Salesforce CPQ expertise during sales efforts to estimate the technical level of effort.

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