Salesforce Administrator

• Work within the Corporate CRM Instance of Salesforce
• Identify, analyze and interpret business data using various kinds of techniques
• Activate the connective tissue between U.S. Bank, customer experience, digital, technology, and business line strategy
• Defines product outcomes and Objectives and Key Results (OKRs)
• Manages the end-to-end product lifecycle and drives the product roadmap leveraging OKRs
• Creates the product in conjunction with agile, experience design, technology and risk partners

Salesforce Product Manager – Corporate CRM

• Serve as the primary administrator for Salesforce, including user management, profiles, roles, permissions, security settings, and data integrity.
• Manage and optimize system configurations, automation (Flows, Process Builder, Workflow Rules), and page layouts to support evolving business needs.
• Lead system upgrades, new release evaluations, and feature adoption for Salesforce and Einstein Analytics.
• Maintain data quality and governance, ensuring reliable reporting and compliance.
• Develop and maintain documentation, training materials, and user guides for Salesforce features and Einstein dashboards.
• Provide mentorship and training to junior admins or power users.
• Collaborate closely with developers, analysts, and cross-functional teams to support larger Salesforce initiatives and integrations.

SalesForce Administrator

• Own the full stack, day-to-day Service Cloud administration—case management, queues, assignment and escalation rules, Omni-Channel routing, macros, and the support workflows that keep the Customer Support team efficient.
• Serve as the first responder for Salesforce admin requests from Sales and Support—user and license management, profiles and permission sets, page layouts, fields, list views, and report/dashboard updates.
• Triage and manage the RevOps request queue in Linear—intake, prioritize, route, and resolve tickets; escalate complex builds to senior RevOps engineers with clear, well-scoped context.
• Build and maintain declarative automation (Flows, validation rules, approval processes) that support Sales and Support processes without introducing technical debt.
• Maintain data hygiene and integrity—deduplication, imports, mass updates, and routine data-quality monitoring.
• Support the GTM tech stack integrations that touch Salesforce (Talkdesk, Calendly, etc.), partnering with senior team members on the more complex connections.
• Create and maintain documentation, user guides, and lightweight training for Salesforce processes and Service Cloud workflows.
• Use AI tools to accelerate your own work—drafting documentation, summarizing and triaging requests, troubleshooting, and speeding up routine configuration.

Senior Salesforce Administrator

• Gather client’s business requirements and transform these into technical requirements for Salesforce design
• Leverage Salesforce best practices to minimize the need for custom development
• Write technical documentation for clients outlining standard operating procedures
• Accurately execute training modules with EBQ customers
• Audit Salesforce and provide detailed plan to optimize configuration
• Identify and communicate project risks and issues in a timely manner
• Effectively migrate and implement Salesforce for new organizations
• Work with EBQ’s customers to understand their unique business needs
• Develop relationships with clients and confidently demonstrate business process expertise
• Create and manage custom field and objects, flows, record types, data validation, page layouts, and third-party integrations
• Develop and create customized reports and dashboards based on client needs

• Design and code functional programs and applications, producing 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, distribution, and management
• 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, and manage laterally and upwards
• Creative and analytical thinker with strong problem-solving skills
• Ability to critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs
• Ability to assess the impact of new requirements on Salesforce.com and all upstream and downstream applications, systems and processes

• 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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