Salesforce Developers

On Site Full TimeRichmond, United StatesPTR Global

Job Description:
Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.
Job Summary:

  • Client is seeking an experienced and proactive Salesforce Administrator to lead the system configuration for a highly visible Treasury Management project.
  • Candidates will be part of a focused initiative team of 3 to 4 contractors, working collaboratively under the direction of a Product Manager and a Lead Advanced Salesforce Administrator.
  • In this role, candidates will be responsible for building a brand-new process from the ground up, specifically designing how our Voice Center handles Treasury Management questions and issues.
  • Candidates will operate independently and exercise professional judgment in making decisions that impact the user and client experience. The ideal candidate has strong hands-on configuration skills, a passion for translating complex business requirements into scalable solutions, and the ability to act as a subject matter expert for this new workflow.

Key Responsibilities:

  • Process Development: Design, configure, and implement a brand-new Salesforce workflow from the ground up to support the Voice Center’s handling of Treasury Management issues.
  • Agile Execution: Actively participate in Agile/Scrum ceremonies (sprints, stand-ups, retrospectives) and work collaboratively with the Product Manager, Lead Admin, and other contractors to deliver iterative value.
  • System Configuration: Translate business requirements into scalable Salesforce solutions utilizing best practices for automation (e.G., Flow Builder), custom objects, fields, page layouts, and record types.
  • End-to-End Ownership: Take full ownership of the end-to-end technical implementation process for your assigned project deliverables.
  • User & Security Management: Manage aspects of user setups, roles, profiles, permissions, and sharing rules to ensure data security and compliance within the new Voice Center processes.
  • Collaboration: Establish and maintain a high level of credibility with business partners and stakeholders, serving as the technical product expert alongside the Lead Admin.
  • Reporting & Dashboards: Create and refine dashboards and reports so Voice Center managers and stakeholders can track Treasury Management metrics and service SLAs.

Basic Qualifications:

  • At least 3 years of hands-on experience as a Salesforce Administrator.
  • Active Salesforce Certified Administrator credential.
  • Proven track record of building and configuring new Salesforce processes, workflows, and automations from the ground up.
  • Strong understanding of and practical experience working within Agile/Scrum methodologies.
  • Excellent relationship-building skills and the ability to collaborate effectively with both technical and non-technical stakeholders.

Preferred Qualifications:

  • Active Salesforce Advanced Administrator Certification.
  • Experience with Visual Studio Code.
  • Familiarity with Jira, Git, and Git Repositories.
  • Familiarity with AWS integrations and APIs, and how they interact with the Salesforce ecosystem.
  • Previous experience in Treasury Management operations or the financial services sector.

Note:

  • Salesforce developers & administrators
  • Updating to standardize call center systems using Salesforce
  • SBB
  • Must be onsite in Richmond, VA, McLean, VA or NYC
  • Bill rate TBD

Pay Range: $XXX – $XXX
The specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market;
the skills, education, training, credentials and experience of the candidate;
and other conditions ofemployment. xzgxqkn Our full-time consultants have access to benefits including medical, dental, vision and 401K contributions as well as any other PTO, sick leave, and other benefits mandated by appliable state or localities where you reside or work.

Tagged as: ,

To apply for this job please visit whatjobs.com.

RevOps Careers Favicon

Get the latest RevOps jobs every Monday.

No noise. Just the best GTM roles, curated weekly.

We don’t spam! Read our privacy policy for more info.

Get the full Role Intel for this job

ReLoop.me’s full Role Intel shows the real level behind the title, an estimated pay range, a must-have checklist and the questions to ask before you apply.

Tired of manual job applications?

JobCopilot auto-applies to thousands of RevOps and GTM roles on your behalf — so you can focus on interviews, not applications.

Applying for this role?

Tailor your resume to this exact role — hiring managers notice the difference.

Latest articles on the blog

RECRUITERS!

Reduce the risk of your recruitment process (applicant quality, long and inefficient process) by selecting from a relevant pool of candidates.

POST A NEW JOB NOW!