Salesforce.com Specialist

About the role

The salesforce.com specialist will be responsible for developing a deep understanding of our CRM platform.

This individual will be an integral member of the Sales and Marketing Technology team -- within Mutual Funds IT -- working with peers (internal and external) to develop and maintain a world class CRM platform.

The incumbent will work closely with the business to ensure our technology aligns with their requirements and will support the growth of the firm.

Primary duties and responsibilities will include

•  Acting as a salesforce.com administrator
•  Acting as a support point-of-contact for our users
•  Managing various data loading activities in and out of salesforce.com
•  Performing salesforce.com training (in-person, virtual)
•  Providing technical guidance and feasibility of CRM solutions
•  Working closely with our 3rd party production support provider for salesforce.com
•  Performing testing on salesforce.com releases
•  Acting as internal subject matter expert on salesforce.com
•  Working closely with both our salesforce.com technical lead and our website technical lead on miscellaneous projects

The ideal candidate should possess

•  At least 2 years of expert experience administering salesforce.com
•  At least 2 years of experience with the salesforce.com Apex Data Loader or other data loading tools (Workbench, Excel Connector, etc.)
•  Knowledge of 3rd party salesforce.com data integration tools such as Informatica, Demand Tools, etc.
•  Familiarity with Lightning helpful
•  Familiarity with Wave helpful
•  Experience reviewing, configuring and supporting AppExchange apps (Conga, etc.)

•  Working knowledge of Apex and Visualforce
•  Salesforce.com Advanced Administrator certification
•  Working knowledge of marketing automation platforms such as Marketo

 Experience working with offshore vendors preferred

•  Superior testing and quality control skills
•  Strong training and development skills
•  Strong public speaking/interpersonal skills
•  Technical training, Bachelor’s degree, or equivalent work experience
•  Ability and willingness to travel, as required
• 2+ to 5 years experience

Additional Information

All your information will be kept confidential according to EEO guidelines.