Salesforce Administrator

Salesforce Administrator

Overview

We are seeking a Salesforce Administrator to manage and enhance our Salesforce platform, supporting business users across multiple departments. This individual will be responsible for day-to-day administration, platform configuration, reporting, user support, and ongoing optimization of the Salesforce ecosystem. The ideal candidate has experience administering multiple Salesforce Clouds, enjoys solving business challenges through technology, and is comfortable working with cross-functional stakeholders.

Responsibilities

• Administer and maintain the Salesforce platform.
• Manage user accounts, profiles, roles, permissions, and record ownership.
• Configure custom objects, fields, page layouts, validation rules, flows, workflows, and automation.
• Maintain Lightning Experience configurations and user interface enhancements.
• Develop and manage email templates, alerts, assignment rules, and duplicate management processes.
• Support Salesforce Sales Cloud, Service Cloud, and Financial Services Cloud environments.
• Build and maintain reports, dashboards, and analytics to support business operations and executive reporting.
• Create ad hoc reports and data extracts to meet business needs.
• Evaluate Salesforce seasonal releases and recommend platform enhancements.
• Partner with IT and other system administrators on integrations and system improvements.
• Participate in Salesforce governance, enhancement initiatives, and cross-functional projects.
• Assist with documentation, user training materials, and knowledge transfer.
• Troubleshoot system issues, resolve configuration problems, and provide end-user support.
• Manage and prioritize Salesforce support requests and help desk tickets.
• Monitor data quality and recommend process improvements to increase platform adoption and efficiency.

Qualifications

• Associate's or Bachelor's degree in Information Systems, Business, Data Analytics, or a related field preferred.
• Salesforce Certified Administrator required.
• Minimum 2 years of Salesforce Administration experience.
• Experience supporting Sales Cloud, Service Cloud, and Financial Services Cloud.
• Experience with CRM administration, customer data management, or database management.
• Experience creating reports, dashboards, and analytics within Salesforce.
• Familiarity with Salesforce automation tools including Flow and validation rules.
• Experience supporting system integrations is preferred.
• Strong analytical, organizational, and problem-solving skills.
• Excellent communication and stakeholder management abilities.
• Self-motivated with the ability to manage multiple priorities independently.
• Proficient in Microsoft Office, particularly Excel.

Preferred Experience

• Financial services industry experience is a plus.
• Experience with CRM analytics and reporting platforms.
• Knowledge of data governance, data quality, and CRM best practices.

The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.