Salesforce Administrator

Penn Community Bank; Doylestown Township (Bucks County); Hybrid; USD 70,000 - 105,000; Full time

Job summary

Penn Community Bank is seeking a Salesforce Administrator to manage the bank's Salesforce orgs, CRM data quality, and reporting. The role supports Sales, Service, and Financial Services Clouds, and leads committees working with IT and data teams.

The successful candidate will administer user access, implement field changes, and build ad-hoc reports and dashboards to improve data integrity and productivity.

Qualifications

• Associate degree in data analytics or related field preferred; Salesforce Administrator cert required.
• Minimum 2 years Salesforce Administration experience.
• Experience with Sales, Service and Financial Services Clouds.
• 2–4 years in digital or data analytics.
• 2–4 years in MCIF & CRM or database management.

Responsibilities

• Manage Salesforce system administration and user records.
• Implement new fields, page layouts, objects, and validation rules.
• Oversee CRM and reporting applications; develop reports and dashboards.
• Perform new user provisioning and deactivation.
• Triages helpdesk issues and end-user problems.
• Lead Salesforce committees and collaborate with IT for releases.
• Prepare executive and board level performance reporting with Data Administration.
• Support L&D materials for application users.

Skills

MCIF CRM management

Communication skills

Attention to detail

Time management

Independent contributor

Cross-functional teamwork

MS Office

Education

Associate's degree in data analytics or business-related field

Salesforce Certified Administrator

Tools

Salesforce

Job description

Job description

• 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.