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SalesForce Administrator- Work from Home Posted on: 11/20/2018

Infinity Consulting Solutions, Inc
  • -
  • -
  • DARIEN-06820, CT, US

Microsoft Office Suite

  • Job Description

    Our Client is the leading provider of custom portfolio performance reporting solutions for high net-worth families, family offices, wealth management firms, endowments and foundations.

    In partnership with the pre-eminent data providers in the wealth management space, they implement and/or operate the technology suite which is best suited for client needs and provides them with the fully customized reporting solutions they define.

    The Salesforce Administrator is an integral member of the Technology team and is responsible for administering the CRM system, provide user support and problem resolution for users, assist in implementation processes, e.g. data import/export/updates, data migration, system customization, reports and dashboards creation, implementation of workflow and validation rules, template creation, etc.

    The individual in this position will participate in all phases of the SFDC.

    This Administrator will be an open-ended contract employee and work 100% from home 10-30 hours a week.

    Salesforce Administrator Responsibilities:

    Lead the Support Case queue and gather support requirements prior to case assignment

    Provide day-to-day end-user support and assist users with best practices to improve and increase their knowledge of

    Coordinate change management meetings and track changes requests

    Manage release management processes

    Maintain use roles and profiles, security settings, access settings etc. (User Profiles,
    Role Hierarchy, Sharing Rules and Security)

    Create and manage custom objects, fields, and formulas

    Perform data integrity and manipulation tasks such as merging duplicate records in alignment with existing operating model

    Manage data dictionaries and Admin procedure documents

    Manage weekly Salesforce data exports in alignment with data retention

    Manage Salesforce integrations with various platforms

    Create new fields, dashboards, reports, workflows and objects. Manage all hands-on configuration and builds

    Create process docs and trainings to help staff understand Salesforce Administrator

    Required Education and Experience:

    Bachelor’s degree along with 5 plus years as a SFDC Super users and/ or equivalent work experience in a quantitative, technical or operational field a plus

    Experience as a hands-on Salesforce Administrator which a focus on data management
    Certified Salesforce Administrator (201) a plus

    Experience with financial services cloud suite is a plus

    Proficient skills in Microsoft Office Suite, particularly in Excel, with high level of general computer competency

    Experience working with Data Loader or CRMFusion Demand Tools

    Extraordinary interpersonal and written communication skills

    Extremely organized with meticulous attention to detail and follow through

    Customer focused, action oriented and committed to driving quality results

    Able to quickly learn and adapt to new process and technologies in order to meet business
    needs and drive business value

    Ability to multi-task and work creatively in a rapidly changing environment

  • Sales Assistant
    Sales Marketing
  • No Preference
    Contract Only
  • Candidate Requirements
  • Walkin Information
Recruiter Details
Doug Klares
1350 Broadway, Suite 2205, NEW YORK-10018, NY, US
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