Associate, Salesforce Administration

📋 Description

• Oversee daily Salesforce administration for the sales team.

• Manage the Salesforce enhancement backlog, prioritize incoming requests, and uphold a delivery roadmap.

• Administer users, profiles, roles, permission sets, and the security model.

• Create and sustain reports and dashboards utilized by Sales leadership and field teams.

• Collect enhancement suggestions monthly through structured feedback from users and management.

• Convert business requirements into precise technical specifications.

• Collaborate with the FHF Technology team as an Agile stakeholder on Salesforce-related projects.

• Resolve user issues and system defects as the Salesforce Subject Matter Expert (SME) for Sales.

• Support and maintain integrations and tools, including Salesforce Maps, Pardot / Marketing Cloud Account Engagement, DocuSign, Roll-Up Helper, Sigma, and other integrations.

• Coordinate and compile reporting from various data sources, such as LOS, Sigma, and Funding Dashboard.

• Work alongside the Sales VP and Sales Ops Manager to review existing metrics and develop new metrics to enhance sales performance.

• Collaborate with the Sales VP and Sales Ops Manager to evaluate the sales process and identify gaps.

• Analyze overall sales data to identify opportunities for growth and improvement.

⛳️ Requirements

• Bachelor's Degree is required.

• Active/Current Salesforce.com Administrator Certification is mandatory.

• A minimum of 2 years of Salesforce administration experience in a business setting, with an understanding of various business units and their requirements.

• Demonstrated experience in designing and managing Salesforce solutions, including custom objects, fields, picklists, page layouts, Flows, approval processes, validation rules, custom tabs, reports, dashboards, and email templates, aligning with Salesforce best practices.

• Will eventually take ownership and administer key tools and integrations, including Salesforce Maps, Territory Management, Pardot, Sigma integrations, Rollup Helper, and DocuSign (prior experience not required).

• Customer service-oriented, energetic personality, professionalism, and a willingness to assist.

• Strong interpersonal and teamwork skills.

• Excellent written and verbal communication abilities.

• Strong computer proficiency (knowledge of Microsoft Excel, PowerPoint, and Word).

🏝️ Benefits

• Great Perks – We offer competitive salaries, comprehensive health and welfare benefits, paid vacation, 401(k) match, tuition reimbursement, quarterly social events, monthly lunches, and a robust employee recognition and training development program to enhance your career with us.

• Culture - We believe in maintaining a healthy work-life balance. While we work diligently and care deeply about our customers and partners, we also want you to have time for your family, friends, and personal interests.

• Growth - The company’s growth offers unparalleled career advancement opportunities. FHF’s remarkable year-over-year revenue growth and expansion into new markets create opportunities for you to establish and advance your career. We involve each employee in building a career plan that benefits everyone, and we have a proven track record of investing in your development.