Senior Salesforce Operations Specialist

GreenState Credit Union

About the role

The Senior Salesforce Operations Specialist coordinates cross-functional efforts between business stakeholders, Salesforce delivery teams, and compliance and audit partners to support a secure, scalable, and well-governed platform. The role oversees the intake and evaluation of enhancement requests, drives delivery coordination, and acts as a project manager for larger initiatives. This position ensures data integrity, platform standards, and regulatory requirements are consistently upheld. The ideal candidate is highly organized, communicates effectively across teams, and balances governance, operational support, and project coordination to maintain a healthy Salesforce environment that scales with the business.

Responsibilities

• Adhere to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.
• Demonstrate a positive member service (internal and external) focus at all times.
• Demonstrate teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
• Ensure confidentiality of member information.
• Support a diverse and inclusive work environment.
• Coordinate Salesforce demand intake and assist with overseeing evaluation process, including facilitating meetings, coordinating with impacted teams, and assessing each request for compliance implications.
• Partner with VP Salesforce and business owners to ensure requests align with roadmap and strategy.
• Ensure regulatory and audit compliance by working with compliance and audit teams to keep the Salesforce platform adhering to credit union policies and controls.
• Maintain documentation, controls, and policy adherence to ensure risk, compliance, and audit readiness.
• Organize timelines and ensure enhancements meet deadlines.
• Act as Salesforce project coordinator for internal and external project implementations.
• Measure success of Salesforce enhancements as it relates to ROI.
• Assist with defining project scopes, goals, timelines, and deliverables in collaboration with stakeholders.
• Coordinate internal and external resources, ensuring timely execution and delivery.
• Monitor project risks, dependencies, and communication with stakeholders at all levels.
• Communicate platform project status and delivery outcomes to leadership.
• Facilitate cross-functional meetings, maintain documentation, and ensure consistent communication across all levels.
• Monitor project milestones and deliverables, ensuring adherence to quality standards.
• Maintain and enforce platform governance standards (naming conventions, data ownership, usage policies).
• Monitor and report on data quality metrics, driving remediation initiatives.
• Track platform KPIs (adoption, performance, data integrity).
• Document and communicate decision rationales to stakeholders as needed.
• Identify opportunities to enhance platform adoption and operational efficiency.
• Maintain documentation, security roles, and compliance procedures.
• Perform other duties and responsibilities as assigned.

Requirements

• Bachelor's degree.
• 5+ years' experience in project management and operations.
• Strong organization skills (planning and prioritizing) and communication skills (written, verbal, and listening).
• Strong cross-functional leadership, communication, attention to detail, and change management skills.
• Experience leading cross-functional projects or programs.
• Experience working with compliance, risk, or audit teams.
• Strong interpersonal skills required for internal and external credit union communications.
• Proficiency in a variety of PC software programs, including the Microsoft Office application suite.
• Understanding of Salesforce products (Sales Cloud, Service Cloud, Financial Services Cloud, Marketing Cloud a plus).
• Familiarity with Agile project delivery methodologies a plus.
• Proficient with project tools like Jira, Confluence, or Smartsheet a plus.
• Experience in financial services, banking, or credit unions a plus.
• Ability, availability, and willingness to work additional hours as needed.
• Support a diverse and inclusive work environment.
• Must be bondable.

Benefits

Salary range for this position is $90,593.36 - $105,914.12 with a progressive benefit package.