Summary of Responsibilities:

The Salesforce Administrator will focus on Salesforce, providing functional and technical knowledge to ensure successful delivery of an innovative, high-quality solution to the Western & Southern Financial Group organizations running Salesforce as their Customer Relationship Management system (CRM), including Communities and Marketing Cloud integrations (Distributed Marketing and MC Connect). This individual is responsible for key activities on Salesforce, Communities and Marketing Cloud integrations; system administration, system configuration especially around customization of objects, user roles and profiles setup, permission sets, fields, record types, page layouts, list views, reports, dashboards, requirements, training and ongoing support. The position provides tier one support by identifying, logging, tracking, resolving and/or escalation of all incoming user-reported incidents. The Salesforce Administrator must have the ability to work as part of a collaborative team in order to be successful. This individual must be very proactive, have initiative and ability to reach out to ensure tasks and deliverables are met, risks and mitigation strategies uncovered. This individual must communicate with confidence, build relationships through inspiring trust and sharing information, and be able to challenge assumptions.

Position Responsibilities:

• Understands all aspects of Salesforce, Communities, Marketing Cloud integrations configuration and technical/functional capabilities, including all changes and potential system implications related to the Salesforce release upgrades, and provides tier one support by identifying, logging, tracking, resolving and escalating all incoming user incidents.

• Executes all configuration changes and manages the administration of Salesforce, Communities and Marketing Cloud Integrations, including but not limited to managing security settings, conducts security/configuration audits, the configuration user accounts, profiles, roles, permission sets, personal page layouts, custom fields, email and mail merge templates, list views, case assignment rules, security settings, reports, dashboards, navigation, work flow triggers, workflow alerts, automated notifications.

• Partners with the IT team and user community to identify their business requirements; analyzes business processes; analyzes source data; produces functional specifications, data flows and business rules; and assists with the implementation of those specifications.

• Communicates regularly with the Salesforce, Communities and Marketing Cloud Product Owners, users, IT support team and other stakeholders to ensure functionality meets Enterprise business needs through a managed backlog and release plan.

• Serves as liaison with IT technical resources in areas related to system support. High-level familiarity with related IT system/business application capabilities to make recommendations about potential up/downstream integration or functionality intersection points.

• Assists in implementing business processes, workflows and applications in Salesforce, Communites and third-party tools such as Rollio and WalkMe while adhering to Saleforce best practices.

• Defines and advocates technical collaboration across systems and functional departments within Enterprise; assists in developing and analyzing functional solutions for integrating Salesforce, Marketing Cloud and Communities with other applications.

• Maintains updated system documentation and Salesforce policies/procedures.

• Builds, maintains and/or runs Salesforce reports and dashboards when necessary (including folder permissions) per business requirements and for monitoring data quality to ensure data remains accurate.

• Performs other duties as assigned by management.

Selection Criteria:

• Demonstrated strong technical aptitude with hands on expereince. Salesforce functional and administration skills - a minimum of two to five years’ related experience.

• Proven solid understanding of Salesforce’s capabilities including Financial Services Cloud CRM, Marketing Cloud and Communities along with limitations, and can articulate those to others.

• Demonstrated experience as a Salesforce Administrator.

• Proven experience as a Business Analyst desired, demonstrated ability to elicit requirements using interviews, document analysis, requirement documents, use cases and workflow analysis.

• Proven strong presentation, technical writing, analytical and communication skills.

• Proven examples of good decision-making skills when dealing with multiple alternatives.

• Demonstrated ability to conceptualize and use new methodologies.

• Proven experience identifying and resolving medium-high risk problems where independent decision-making and initiative were practiced.

• Demonstrated excellent verbal and written communication skills with proven ability to convey information to internal and external customers in a clear, focused and concise manner while following proper rules of punctuation, diction and style.

• Proven experience coordinating multiple projects/assignments simultaneously and completing assigned tasks accurately and on a timely basis.

• Proven examples of working with end-users to resolve system and procedural issues.

• Demonstrated strong ability to communicate effectively to intermediate levels and management within the organization and to effectively manage stakeholders.

• Proven outstanding business acumen, intellectual curiosity, excellent analytical abilities, strong technical skills, and the ability to influence cross-functional teams.

• Demonstrated self-starter, comfortable with ambiguity, able to think big (while paying careful attention to details), and enjoy working in a fast-paced, dynamic environment.

• Proven strong organizational and project management skills, able to plan, prioritize and meet deadlines.

Work Setting:

• Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.

• Performs substantial movement of wrists, hands and fingers for continuous computer work.

Educational Requirements:

• Bachelor's degree in computer science/related technical field; extensive business unit expertise may supplement formal education.

Computer Skills and Knowledge of Hardware & Software Required:

• Salesforce Administrator Experience.

• Proficient in word processing, spreadsheet, presentation and database applications.

• Proficiency with the Microsoft Office Suite of products.

• Experience in the Salesforce Suite of products.

• Proficient in use of the internet.

Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):

• Certified Salesforce Administrator .

Position Demands:

• Extended hours required during peak workloads, periods of new technology installations and special projects.