Salesforce CRM Administrator

Role Overview

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.

What You Will Do

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.

Why It Might Be a Fit

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.

Requirements

• Bachelor’s degree
• 5 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
• 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

Tagged as: CRM Administration, Salesforce