AVP, Salesforce Administrator

About the role

With $1.9 billion in assets, over 200 employees and 16 banking and lending locations throughout the Merrimack Valley and Southern New Hampshire, Lowell Five Bank is honored to play a vital role in the economic vitality of the region. Our employees are engaged in myriad community boards and organizations with the Bank’s support. We are proud of the longevity of our employees, and we are committed to finding new talent for our team. We offer career development and educational programs to support personal and professional growth along with a benefit package that supports each employee’s best life. For more information, please visit www.lowellfive.com.

Responsibilities

• Salesforce Platform Administration (Financial Services Cloud): Administer the day-to-day Salesforce FSC environment: users, profiles, roles, permission sets, security, page layouts, record types, and validation rules; configure and maintain FSC-specific capabilities to support retail, lending, and relationship-banking workflows; evaluate, test, and deploy Salesforce releases and AppExchange tools; perform regular system audits and prepare for upgrades; maintain data integrity through routine audits, deduplication, and data-quality monitoring.
• Analytics, Reporting, and Marketing Automation: Design and maintain reports and dashboards in Analytics Studio to track KPIs and support executive and branch-level decision-making; administer Marketing Cloud Account Engagement for marketing automation—managing lead flows, campaigns, scoring, and alignment between marketing and CRM data; ensure clean, accurate CRM data feeds the Bank’s broader Business Intelligence and executive reporting.
• Platform Backup and Resiliency: Administer and maintain the Bank’s Salesforce backup and recovery solution; monitor backup jobs, verify data recoverability, and perform periodic restore testing; ensure backup and retention practices align with the Bank’s business continuity, disaster-recovery, and regulatory requirements.
• Integrations and Data Movement: Serve as the administrator and steward for key integrations between Salesforce and the Bank’s core banking, loan origination, mortgage, digital banking, and telephony platforms; manage current data-load processes, monitor and resolve data-load errors, and maintain documented procedures.
• Business Analysis and Solution Design: Partner with business units (Retail, Lending, Marketing, Risk/BSA, IT) to gather, analyze, and document requirements and translate them into scalable solutions; perform gap analysis to determine configuration vs. light code vs. third-party tools; create process flow diagrams, data dictionaries, and user stories with acceptance criteria; build and