• Lead the build and management of custom objects, page layouts, complicated workflows, complex reports and personalized dashboards as required.
• Manage Salesforce objects and processes for the organization.
• Maintain overall system configuration including workflow rules, validation rules, formula fields, escalation rules etc. ensuring data integrity and security within the system. Document system specifications and configurations.
• Develop reports, dashboards, and processes to continuously monitor data quality and integrity.
• Facilitate automation of processes using Salesforce tools such as process builder, flow automation, validation rules.
• Manage less complex Salesforce integrations - those not handled by a Salesforce Developer or Consultant/Partner.
• Identify, install and maintain appropriate apps from the AppExchange for event management, mass email, document merge, and more.
• Monitor Salesforce release changes and advise business partners and department leaders on any impacts on production.
• Create and execute test plans and scenarios. Troubleshoot issues noted during testing or reported by users.
• Conduct research on best practices and industry trends. Identify, document, recommend, and implement opportunities to improve system functionality and user experience.
• Adhere to Salesforce best practices and document solution designs for data model changes.
• Validate development changes and ensure consistency with data dictionary and entity-relationship solution designs.
• Update and maintain centralized data dictionary across teams for the program.
• Document modifications and customizations made in Salesforce including detailed descriptions, the rationale behind changes, and the impact on existing processes, to ensure clear understanding and easy reference for future maintenance and development.
• Provide direct support in planning for upcoming upgrades, seasonal releases, and long-term projects. Assess potential impacts, prepare necessary resources, coordinate with relevant stakeholders, and develop detailed timelines to ensure smooth and efficient implementation and minimal impact on ongoing operations.
• Contribute to the ongoing development and enhancement of Salesforce skills across the organization by providing support and continuously developing resources.
• Complete projects, prioritize tasks, and provide frequent progress reports with limited direction.
• Act as a resource and mentor to junior team members by sharing knowledge and working shoulder to shoulder to provide guidance, promote best practices, and foster growth.
• Handle escalated problems and/or situations that are difficult and complex in nature.
• Cultivate business relationships with stakeholders to foster collaboration and drive project results to achieve organizational objectives.
• May perform additional functions depending on market demand and staffing in order to provide consistent quality customer service.

• Bachelor’s degree in related field (Information Systems, MIS, BIS, etc.); additional, applicable years of experience may be substituted for a bachelor’s degree.
• Minimum of ten (10) years of experience in Salesforce Administration with demonstrated experience leading projects resulting in successful business outcomes.
• Advanced knowledge of Salesforce data model designs and best practices.
• Advanced knowledge of Salesforce software development practices and methods, including picklists, workflows, triggers, and validation rules.
• Advanced understanding of Salesforce platform, Salesforce Service Cloud and Salesforce Experience Cloud.
• Advanced proficiency in building custom apps and objects, formula fields, workflows, custom views, and other content of advanced complexity.
• Advanced experience in administration setup, e.g., managing users, security controls, and data as well as creating roles, profiles and permission sets.
• Ability to assess the impact of new requirements on Salesforce and all upstream and downstream applications, systems and processes.
• Exceptional data management abilities while maintaining data accuracy and integrity.
• Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and work with teams laterally and upwards.
• Detail oriented with creative and analytical thinking abilities.
• Ability to understand and articulate data model changes, solution designs, and other complex processes to a non-technical audience.
• Advanced problem-solving skills to find solutions to problems that are technically complex and require collection, interpretation, and analysis of data from diverse sources.
• Excellent project management skills, business aptitude and a positive attitude.
• Ability to critically evaluate and prioritize information gathered from multiple sources and reconcile conflicts.
• Excellent interpersonal skills necessary to communicate professionally and effectively, verbally and in writing, with vendors, service dealers, customers, and all levels of company staff.

• Salesforce Administrator, Advanced Administrator, or other related Specialty Certifications.
• Certifications in Agile, AWS, Database, or Language specialties.
• Familiarity with VS Code.
• Previous experience working in a SCRUM or Agile environment.
• Experience in consumer lending or financial services with knowledge of underwriting.

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