• Senior Salesforce Administrator

    Raymond James Financial, Inc. (Cleveland, OH)


    Summary of the** **Position:

    The Senior Salesforce Administrator ensures that we are maximizing efficiency and capitalizing on the full features and benefits of our Salesforce platform. The Senior Salesforce Administrator will report to the VP of Sales Operations, and will collaborate closely with functional leaders to support, configure, maintain, and improve TSC’s Salesforce ecosystem in support of daily operations and strategic initiatives. The position will provide Salesforce support to internal and external end-users and serve as a mentor for other Salesforce Administrators on the team.

    Primary Functions of the** **Position:

    + Serves as a system administrator for the entire Salesforce platform including Sales Cloud, Service Cloud, Experience Cloud, Pardot, and Salesforce Shield

    + Handles administrative functions including user account maintenance, reports and dashboards, workflows, process builders, flows, triggers, validation rules, campaigns, custom objects, change management, and sandbox deployments

    + Key contributor to our ongoing development efforts for our customer-facing Salesforce Experience Community; including QA testing, UAT testing, and vendor management

    + Helps prioritize and triage all Salesforce issues and enhancement requests directly with the Sales Operations team

    + Organizes and performs system training and demonstrations to internal and external users

    + Creates documentation of new system processes

    + Gathers business requirements to create process improvements using Salesforce technology

    + Maintains Salesforce database for integrity and accuracy including cleansing and duplicate record management

    Education and Experience** **Requirements:

    + Bachelor’s Degree

    + Salesforce Administrator certification

    + 3+ years of Salesforce Administration experience

    + Strong communication skills and experience working with functional leadership

    + Creative and analytical thinker with strong problem-solving skills

    + Demonstrated ability to meet deadlines and prioritize simultaneous requests

    Preferred** **Experience:

    + Ability to write APEX triggers

    + Experience in banking and/or financial services

    Essential Skills and** **Abilities:

    + Strong presentation, collaboration, and communication skills

    + Intellectually curious to gain deeper understanding of processes and requirements

    + Self-starter and a team player capable of driving projects to fruition

    + Familiarity with technical project methodologies and the software development lifecycle

    + Exceptionally strong skills and knowledge of Microsoft Excel and PowerPoint

    + Exemplify understanding of Salesforce integrations such as DocuSign, Jitterbit, SF Shield