Salesforce CRM Administrator

Fishback Financial Corporation; Saint Joseph (MO); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Comprehensive Healthcare Benefits

401(k) & ESOP Profit Sharing

Wellness Program

Education Student loan repayment

Volunteer Service Hours

In-house Childcare & Preschool

Job summary

First Bank & Trust seeks a CRM Architect to design, administer, and optimize an enterprise CRM platform supporting client and employee experiences. You will work with partners to design innovative CRM solutions, ensure security, and align CRM capabilities with business objectives.

The role requires a bachelor’s degree and 5+ years in system architecture, data modeling, API integrations, and analytics, with familiarity in Financial Services CRM, Agile environments, and relevant certifications.

Qualifications

• Bachelor’s degree with at least five years of related work experience.
• In-depth knowledge of system architecture, administration, data modeling, API integrations, security, and analytics.
• Financial Services CRM experience, cloud-based CRM, Agile, and relevant certifications are preferred.

Responsibilities

• Architect, administer, and maintain an enterprise-wide CRM system.
• Translate requirements into technical architecture, data models, and specifications.
• Collaborate with stakeholders to ensure CRM delivers value and supports strategic objectives.
• Work with Data, Security, and IT teams to integrate, secure, and optimize CRM.
• Maintain data integrity and document data sources, integrations, and workflows.
• Design and implement innovative CRM processes prioritizing out-of-the-box solutions.
• Coordinate with vendors and conduct annual reviews as required.
• Ensure privacy, security, and compliance with policies.

Skills

CRM architecture

API integrations

Data modeling

Project management

CRM security

Advanced analytics

Education

Bachelor's degree

Tools

Tableau

Power BI

T-SQL

Python

HTML

Java

Job description

Job Description

This person will work with FBT partners to identify, design, and implement innovative CRM solutions. They will administer CRM, manage security in CRM, architect new solutions and customize the CRM model, design business processes using workflow and automation tools, incorporate advanced analytics and reporting, and optimize solutions for performance. The primary focus of this position is to leverage CRM to design and build digital, integrated, efficient, and scalable business processes that drive an improved client and employee experience.

Qualifications

This person should have a bachelor’s degree, plus five years of related work experience or the equivalent. In-depth knowledge of system architecture and administration, data modeling, project management, API integrations, business process flow, security, and advanced analytics are required. Experience with Financial Services, cloud-based CRM solutions, Agile, coding (T-SQL, R, Python, APEX, HTML, Java, etc.), Tableau or Power BI, workflow tools, and advanced certifications is preferred.

Principal Responsibilities

• Architect, administer, lead, support, and maintain a highly available, enterprise-wide CRM system.
• Translate user requirements into technical architecture, data models, and specifications.
• Work with key FBT stakeholders and customer facing business units to ensure the development, delivery, deployment, and end user CRM experience will enhance value to the client relationship and assist the business units in meeting their strategic objectives.
• Work closely with the Data Engagement, Data Platform, Banking Systems, Information Security, and IT Teams to develop, build, integrate, secure, maintain, and optimize CRM.
• Establish and maintain effective working relationships with partner organizations, the CRM vendor, and other related entities, completing annual vendor reviews as required.
• Maintain the integrity of the CRM model, document all data sources, API integrations, workflows, and automations.
• Design, build, integrate, and implement innovative business process in CRM prioritizing out of the box solutions and tools that deliver efficiency, consistency, and scalability.
• Recommend model expansion or custom development only when out of the box solutions will not meet business requirements.
• Troubleshoot, support, and complete maintenance in CRM environments.
• Coordinate with DBA, Data Engineers, Developers, and Banking System Admins to integrate systems and import/export data as required.
• Work with Information Security to monitor system access, user trends, and auditing.
• Administer change control protocol, and act as point of contact for system questions and data integrity issues.
• Manage production and sandbox backups, refreshes, and continuously improve release processes.
• Monitor system changes and maintain baseline code/configuration across production and test environments.
• Ensure data quality through infrastructure improvements, system controls, and business process, workflow, or validation rules.
• Monitor data integrity continuously and enhance processes to improve data quality.
• Work with Data Governance Committee to improve data literacy and document procedures for data quality across the organization.
• Ensure data privacy, security, compliance, and access comply with corporate policies.
• Document and maintain business continuity/recovery plans and procedures and ensure CRM system and documentation is ready for exams and audits.
• Research and keep up to date with licensing models to provide optimal availability and cost effectiveness.
• Keep current on industry trends and advances in technology relating to the use of CRM, advanced analytics, and actionable data insights.
• Make recommendations on the usage of these advances.
• Maintain up-to-date knowledge of the technology supported by attending industry seminars and training sessions, as well as utilize third-party technology consulting as needed.
• Adhere to compliance procedures and participate in required compliance training.
• Act in accordance with FBT policy and procedures as established and set forth in employee handbook.

Compensation Grade Salary Grade 7

First Bank & Trust is an Equal Opportunity, affirmatie Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete Equal Employment Opportunity Policy Statement. Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at 800.843.1552 or email [e-mail].

We invest in our people:

Our communities have contributed to the success of our business and our families. In turn, this allows us to contribute to the success of our communities. We have remained an independent community institution over the years and employ almost 700 people. Our employees are like family (they’re also part owners). Not only is working for us rewarding, but you’ll also be a part of a positive culture and company that gives back to the community. Our employees are like family (they’re also part owners). Not only is working for us rewarding, but you’ll also be a part of a positive culture and company that gives back to the community. We invest in our people: Our communities have contributed to the success of our business and our families. In turn, this allows us to contribute to the success of our communities. We have remained an independent community institution over the years and employ almost 700 people. Our employees are like family (they’re also part owners). Not only is working for us rewarding, but you’ll also be a part of a positive culture and company that gives back to the community.

Our Benefits

• Comprehensive Healthcare Benefits Peace of mind when it comes to you and your family's well‑being with generous health, dental, vision, and life insurance. Plus, optional access to additional life, disability, and other forms of insurance.
• 401(k) & ESOP Profit Sharing Employees are owners. Receive a match of up to 7% of your contributions to your retirement account.
• Wellness Program The Healthy Way Program incentivizes gym membership and hosts educational programs and challenges throughout the year.
• Education Student loan repayment assistance program. Tuition reimbursement. A robust internal training program that goes beyond onboarding. We want you to continue learning. That's why we offer job shadowing, a mentorship program, and more.
• Volunteer Service Hours Paid time to volunteer. Employees get 16 hours to take part in and donate their time to local charities.
• In-house Childcare & Preschool Kid's World childcare and preschool in Brookings is available for the children and grandchildren of employees.

Our Culture

We value our culture and work hard to keep it top of mind at all times. Employees rally around 9 core principles, creating a collaborative and enjoyable work experience for all. During the onboarding process, all new employees attend a culture camp, which is led by the CEO and the Chairman of the Board.

Work for us: Our employees enjoy working together and treat eachother (and customers) like family.