Salesforce Administrator

Penn Community Bank; Bristol Township (Bucks County); Hybrid; USD 90,000 - 115,000; Full time

Job summary

Penn community Bank seeks a Salesforce Administrator to manage and optimize Salesforce environments (Sales Cloud, Service Cloud, Financial Services Cloud) and analytics reporting. The role leads committees and projects, develops dashboards, maintains data integrity, and supports end users.

The candidate will oversee ongoing system enhancements, partner with IT for integrations, and help prepare executive performance reports. This is a hybrid role with collaborative teams.

Qualifications

• Associate degree preferred in data analytics or business field.
• Salesforce Certified Administrator required.
• Minimum 2 years Salesforce Administration experience.
• 2–4 years with Sales, Service and Financial Services Clouds.
• 2–4 years digital or data analytics experience.

Responsibilities

• Execute Salesforce administration and system management.
• Oversee CRM and reporting applications (Analytics Studio).
• Maintain internal Salesforce environments (Sales Cloud, Service Cloud, Financial Services Cloud).
• Develop and maintain reports and dashboards; create ad-hoc reports.
• Manage user setup and deactivation; transfer ownership as needed.
• Perform release evaluations and assess impact.
• Collaborate on system integrations with IT.
• Lead Salesforce committees and project teams.
• Contribute to executive/board level performance reporting.
• Assist with training materials with L&D and business analysts.
• Identify, diagnose, resolve end-user issues; triage helpdesk tickets.

Skills

MCIF & CRM database management

Written and oral communication

Attention to detail

Organization and time management

Independent contributor

Team collaboration

Education

Associate's degree in Data Analytics or business-related field

Salesforce Certified Administrator

Tools

Microsoft Word

PowerPoint

Excel

Job description

Job description:

The following is a list of essential functions, which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function.

• Execute the overall functionality and administration of the Salesforce system.

  • User Record Management

  • New Fields, Page Layouts & Objects

  • Flow, Workflow Assignments & Validation Rules

  • Case Assignment Rules

  • Lightning UI

  • Email Templates & Email Alerts

  • Merge Duplicates

• Functionally oversee the CRM (Financial Services Cloud) and reporting (Analytics Studio) applications of Salesforce.

• Maintain and administer internal Salesforce environments including Sales Cloud, Service Cloud, and Financial Services Cloud.

• Develop and maintain custom reports, dashboards, and processes to continuously improve data integrity and productivity. Create ad-hoc reports to meet business requirements.

• Manage all new user set-ups and deactivation, including transferring ownership of leads/accounts/contacts/opportunities for deactivated users.

• Perform new release evaluations and assess impact.

• Perform system integrations in partnership with other key system administrators and Information technology personnel.

• Lead the Bank's Salesforce committees and project teams.

• Work closely with the Salesforce and Data Administration Manager to assist in the preparation of executive and board level performance reporting.

• Work closely with the L&D Training Department and Sr. Business Analyst to assist with the development of materials and documentation for application users and keep materials up to date.

• Identify, diagnose, and resolve end user problems and configuration defects.

• Triage and resolve helpdesk support tickets.

Compliance

• Comply with applicable bank regulations, such as regulations governing currency transactions, purchase of negotiable instruments, and money laundering (BSA, AML).
• Comply with all applicable regulations and Bank policies regarding employment and employment law.
• Participate in annual compliance and other job-related training.

Relationships and Contacts

Internal: Frequent communication with Team Members and Stakeholders in various areas and levels throughout the Bank.

External: Occasional contact with bank's third party vendors.

Education and Experience

• Associate's degree in Data Analytics or a business-related field preferred.
• Salesforce Certified Administrator required.
• Minimum 2 years in Salesforce Administration.
• Minimum 2 years working with Sales, Service and Financial Services Clouds.

• Minimum 2-4 years' experience in digital or data analytics.
• Minimum 2-4 years in MCIF & CRM or database management.

Skills and Competencies

• Experience with MCIF and CRM database management.
• Strong written and oral communication skills.
• Strong attention to details and accuracy.
• Excellent organization and time management skills.
• Self-driven, independent who can manage initiative through completion.
• Ability to work with a diverse group of professionals & work as an individual contributor.
• Proficiency in Microsoft Word, PowerPoint, and Excel.

Working Conditions

Traditional office environment with the ability to work remotely on a hybrid basis; the office maintains five day a week operations (Monday - Friday) with operational hours of 8:00am - 5:00pm.

Penn community Bank is an equal opportunity employer.