Treasury Voice Center Salesforce Admin Lead

PINNACLE GROUP (Pinnacle Technical Resources)

Richmond (VA)

On-site

USD 80,000 - 120,000

Full time

5 days ago
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Job summary

PINNACLE GROUP (Pinnacle Technical Resources) seeks an experienced Salesforce Administrator to lead system configuration for a high-visibility Treasury Management project in Richmond, VA. The role sits on a small, focused team of contractors reporting to a Product Manager and Lead Admin.

You will build a brand-new process from the ground up, shaping how the Voice Center handles Treasury questions. You will work independently, using strong hands-on configuration skills and business-translation

Qualifications

  • 3+ years hands-on Salesforce Administrator experience.
  • Active Salesforce Certified Administrator credential.
  • Experience building new Salesforce processes and automations.
  • Familiarity with Agile/Scrum practices.

Responsibilities

  • Design, configure, and implement brand-new Salesforce workflows for Treasury Management.
  • Participate in Agile ceremonies and collaborate with PM and Lead Admin.
  • Translate business requirements into scalable Salesforce solutions using Flow, objects, fields, page layouts, and record types.
  • Own end-to-end technical implementation for assigned deliverables.
  • Manage user setups, roles, profiles, permissions, and sharing rules for security and compliance.
  • Collaborate with business partners and stakeholders, acting as the technical product expert.
  • Create and refine dashboards and reports to track Treasury Management metrics and SLAs.

Skills

Salesforce Admin
Agile/Scrum
Stakeholder Mgmt
Security & Access

Tools

Visual Studio Code
Jira
Git

Job description

PINNACLE GROUP (Pinnacle Technical Resources) seeks an experienced Salesforce Administrator to lead system configuration for a high-visibility Treasury Management project in Richmond, VA. The role sits on a small, focused team of contractors reporting to a Product Manager and Lead Admin.

You will build a brand-new process from the ground up, shaping how the Voice Center handles Treasury questions. You will work independently, using strong hands-on configuration skills and business-translation

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