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.

• Design and code functional programs and applications
• Produce fully functional software applications according to requirements
• Ensure consistent alignment of Sales and Marketing to optimize the sales process with a focus on improving and evolving a qualified lead process
• Provide Sales and Marketing with accurate reporting on the organization's key performance indicators on a consistent basis including actionable steps to improve the experience delivered to current and future customers
• 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 and reconcile conflicts
• Ability to assess the impact of new requirements on Salesforce.com and all upstream and downstream applications, systems and processes

• Provide high-quality end user support to users of the Salesforce.
• Manage workflow for the CRM system.
• Create and manage custom objects, fields, formulas, custom reports and dashboards.
• Develop and maintain validation rules and custom workflow.
• Determine and document business user requirements.
• Develop and implement enhancements to the CRM system as required.
• Work with internal and external staff to use the CRM in an efficient, effective manner.
• Manage access rights for Salesforce.
• Perform data integrity and manipulation tasks.
• Troubleshoot issues reported by all CRM users as needed.
• Write technical documentation.
• Follow best practices in the use of the Salesforce.
• Attend professional conferences and training courses as required.

Salesforce Administrator jobs in New York

See all jobs on JobTailor

Salesforce Administrator

Salesforce Administrator

Salesforce Administrator

Salesforce Administrator