Salesforce Administrator

Essential Functions

• Execute the overall functionality and administration of the Salesforce system.
• User Record Management:
  • New Fields, Page Layouts & Objects
  • Flow, Workflow Assignments & Validation Rules
  • Case Assignment Rules
  • Lightning UI
  • Email Templates & Email Alerts
  • Merge Duplicates
• Functionally oversee the CRM (Financial Services Cloud) and reporting (Analytics Studio) applications of Salesforce.
• Maintain and administer internal Salesforce environments including Sales Cloud, Service Cloud, and Financial Services Cloud.
• Develop and maintain custom reports, dashboards, and processes to continuously improve data integrity and productivity.
• Create ad-hoc reports to meet business requirements.
• Manage all new user set-ups and deactivation, including transferring ownership of leads/accounts/contacts/opportunities for deactivated users.
• Perform new release evaluations and assess impact.
• Perform system integrations in partnership with other key system administrators and Information technology personnel.
• Lead the Bank’s Salesforce committees and project teams.
• Work closely with the Salesforce and Data Administration Manager to assist in the preparation of executive and board level performance reporting.
• Work closely with the L&D Training Department and Sr. Business Analyst to assist with the development of materials and documentation for application users and keep materials up to date.
• Identify, diagnose, and resolve end user problems and configuration defects.
• Triage and resolve helpdesk support tickets.

Compliance

• Comply with applicable bank regulations, such as regulations governing currency transactions, purchase of negotiable instruments, and money laundering (BSA, AML).
• Comply with all applicable regulations and Bank policies regarding employment and employment law.
• Participate in annual compliance and other job-related training.

Relationships and Contacts

• Internal: Frequent communication with Team Members and Stakeholders in various areas and levels throughout the Bank.
• External: Occasional contact with bank’s third party vendors.

Education and Experience

• Associate’s degree in Data Analytics or a business-related field preferred.
• Salesforce Certified Administrator required.
• Minimum 2 years in Salesforce Administration.
• Minimum 2 years working with Sales, Service and Financial Services Clouds.
• Minimum 2-4 years’ experience in digital or data analytics.
• Minimum 2-4 years in MCIF & CRM or database management.

Skills and Competencies

• Experience with MCIF and CRM database management.
• Strong written and oral communication skills.
• Strong attention to details and accuracy.
• Excellent organization and time management skills.
• Self-driven, independent who can manage initiative through completion.
• Able to work with a diverse group of professionals & work as an individual contributor.
• Proficiency in Microsoft Word, PowerPoint, and Excel.

Working Conditions

• Traditional office environment with the ability to work remotely on a hybrid basis;
• The office maintains five day a week operations (Monday – Friday) with operational hours of 8:00am – 5:00pm.

Penn Community Bank is an equal opportunity employer.