Platinum Filings is a leading provider of corporate and due diligence services. We are seeking an entrepreneurial and energetic Salesforce Business Analyst/Admin to play a significant role in the ongoing digital expansion of our company. This candidate will work with the Salesforce development team to further enhance Salesforce as our trusted single source of truth across the organization. The candidate will also serve as our on-site Salesforce Administrator handling basic Salesforce admin tasks. Some of the main focuses for this role will be streamlining and automating business processes, reporting and analytics, supporting and enabling the business development team, and working with multiple departments to onboard and expand new business functions to the Salesforce platform.

This position will serve a wide array of business needs across our company including order fulfilment, marketing, and sales. A successful candidate is a good problem solver who is passionate about delivering creative and innovative solutions to critical business functions and continuous improvement of technology efficiencies.

Platinum Filings has been experiencing significant growth in recent years, which creates a unique opportunity for a candidate to join a dynamic and innovative organization. The company is a trailblazer in the use of new technology and is eager to continue its exponential growth. This position will be located at our Valley Stream, Long Island NY office.

Key Responsibilities

• Maintain, support and enhance Platinum custom apps across the Salesforce ecosystem.
• Create insightful and accurate reports and dashboards.
• Handle Salesforce Admin tasks, such as user and permissions management, data loading, page and layout authoring and object management.
• Provide Salesforce support to internal and external (portal) users.
• Manage and enhance Experience client portals.
• Contribute to ongoing data integrity projects.
• Collaborate with departments to understand their needs and generate recommended solutions.
• Work with Salesforce developers, API integrators and third-party providers

Requirements

• Salesforce Certified Administrator with minimum 3 years working in the Salesforce ecosystem as lead admin.
• Experience creating and maintaining custom functionality including Flows, sObjects, Lightning Pages, complex Reports, Dashboards, Layouts, Approval Processes, Duplicate management.
• Strong skills in using the Salesforce security model – Roles, Profiles, Permission Sets, Sharing Roles
• Able to manage key components of the Sales Pipleine – Leads (loading), Campaigns, Opportunities (conversion, mapping), Orders, Cases
• Able to analyze business problems and translate them into clear and well-structured business requirements and Salesforce solutions.
• Ability to work efficiently in a fast-paced environment.
• Basic project management skills, tracking tasks and deliverables and maintaining project documentation.
• Proficient with Microsoft Excel at an advanced level

Preferred

• Salesforce Business Analyst, or Advanced Administrator designations
• Experience with Tableau or Power BI

Location

Ability to work out of our Valley Stream, NY Office