AVP, Salesforce Administrator

Lowell Five Bank; Tewksbury (MA); On-site; USD 85,000 - 120,000; Full time

Job summary

Lowell Five Bank seeks an experienced Salesforce Administrator to manage the FSC environment, supporting retail, lending, and relationship banking workflows. You will configure security, profiles, and data quality, while maintaining reports and dashboards to drive executive decisions.

The role also covers Marketing Cloud Account Engagement, integration governance, and data feeds for BI. Strong communication and organizational skills are essential for success in a regulated banking setting.

Qualifications

• Salesforce Certified Platform Administrator certification is required.
• 2+ years of hands-on Salesforce administration experience, ideally in banking or financial services.
• Proficient with report writing and dashboards (Analytics Studio or similar) and administering marketing automation (Marketing Cloud Account Engagement).
• Strong communication, analysis, UAT, and problem-solving skills.

Responsibilities

• Administer Salesforce FSC environment: users, roles, permission sets, security, page layouts, record types, validation rules.
• Configure FSC capabilities to support retail, lending, and relationship-banking workflows.
• Evaluate, test, and deploy Salesforce releases and AppExchange tools; perform audits and upgrades.

Skills

Communication skills

Organizational skills

Independent work

Adaptability

Education

Salesforce Certified Platform Administrator

Bachelors in Business/IS/CS or related field

Tools

Analytics Studio

Marketing Cloud Account Engagement

Apex

SOQL/SOSL

Job description

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Administer the day-to-day Salesforce FSC environment: users, profiles, roles, permission sets, security, page layouts, record types, and validation rules
• Configure and maintain FSC-specific capabilities to support retail, lending, and relationship-banking workflows
• Evaluate, test, and deploy Salesforce releases and AppExchange tools; perform regular system audits and prepare for upgrades
• Maintain data integrity through routine audits, deduplication, and data-quality monitoring
• Design and maintain reports and dashboards in Analytics Studio to track KPIs and support executive and branch-level decision-making
• Administer Marketing Cloud Account Engagement for marketing automation, managing lead flows, campaigns, scoring, and alignment between marketing and CRM data
• Ensure clean, accurate CRM data feeds the Bank's broader Business Intelligence and executive reporting
• Administer and maintain the Bank's Salesforce backup and recovery solution; monitor backup jobs, verify data recoverability, and perform periodic restore testing
• Ensure backup and retention practices align with the Bank's business continuity, disaster-recovery, and regulatory requirements
• Serve as the administrator and steward for key integrations between Salesforce and the Bank's core banking, loan origination, mortgage, digital banking, and telephony platforms
• Manage current data-load processes, monitor and resolve data-load errors, and maintain documented procedures
• Partner with business units (Retail, Lending, Marketing, Risk/BSA, IT) to gather, analyze, and document requirements and translate them into scalable solutions
• Perform gap analysis to determine configuration vs. light code vs. third-party tools; create process flow diagrams, data dictionaries, and user stories with acceptance criteria
• Build and enhance declarative automation (Flows, validation rules); read and understand basic Apex and SOQL/SOSL to collaborate on more complex solutions
• Coordinate user acceptance testing (UAT) and manage change and adoption
• Apply a security-first, least-privilege approach to protect customer information in a regulated banking environment
• Maintain auditability, documentation, and retention practices aligned to regulatory requirements; support vendor due-diligence activities
• Provide user support and training; build and champion a super-user network to drive adoption

REQUIREMENTS

• Salesforce Certified Platform Administrator
• Bachelors degree in Business, Information Systems, Computer Science,
• or a related field (equivalent experience considered)
• 2+ years of hands-on Salesforce administration experience, ideally in banking or financial services
• Proficient with report writing and dashboards creation (Analytics Studio or comparable) and administering marketing automation (Marketing Cloud Account Engagement or comparable)
• Working knowledge managing data loads/integrations and troubleshooting data-quality issues
• Demonstrated business-analysis skills: requirements gathering, process mapping, and UAT
• Excellent communication skills, able to translate between business and technical audiences
• Extremely organized, ability to multi-task, prioritize, and adapt to change
• High degree of initiative, dependability, and ability to work independently
• Must be willing and able to report to Headquarters in Tewksbury five full days a week