Salesforce Administrator
- Employer
- Alerus Financial
- Location
- Albert Lea, Minnesota
- Salary
- Join our team!
Job Details
The Salesforce Administrator will work as part of the team dedicated to ensuring Alerus maximizes efficiency and capitalizes on the full features and benefits of the system, based on the needs of the various user groups. This position utilizes excellent technical, communication, and analytic/PM skills to administer the enterprise-wide Salesforce CRM system and ensure continued delivery of innovative, high-quality solutions that meet the company's and stakeholder's needs as well as ongoing daily support and administration.
Essential Responsibilities:
Job Function Number 1: Salesforce FSC administration - 75%
- Daily support to company users of the Salesforce database which includes creating and/or maintaining security settings, profiles and roles, permissions, assignment rules, user setup and termination, queues, licenses, capacity, testing and managing the deployment of software updates and storage management.
- Act as a Salesforce advocate to promote adoption across the Company.
- Engage with Salesforce to stay current on new releases and AppExchange solutions, utilizing the ‘Application Change Management' process when applying updates or changes. Implement any new releases of Salesforce efficiently and effectively ensuring minimal to no disruption to end users.
- Proactively communicate system changes and new releases to the end users using guides, materials, and training so the users clearly understand the change and how it functions prior to implementation.
- Develop training plans, materials, and documentation for database users, ensuring materials are up-to-date and clearly communicated.
- Act as the liaison for Salesforce users to troubleshoot and resolve system errors and issues.
- Create and maintain fields, views, reports, dashboards, campaigns and other Salesforce objects and functions.
- Support and maintain workflows, functions and configurations within the Salesforce environment.
- Create new reporting capabilities and respond to ad hoc reporting requests as needed.
- Create and manage project plans to track the status of projects and tasks, duration of time spent and milestones completed.
- Serve as the company's Salesforce system expert by participating in Salesforce user group meetings and other trainings and groups to continue development of system knowledge.
- Monitor application storage usage and archive data as needed.
Job Function Number 2: Process Improvement and System Support - 25%
- Collaborate with Management to develop a system of workflow rules utilizing Salesforce and its features.
- Support and maintain workflows, functions and configurations within the Salesforce environment.
- Document company process and workflows as they relate to Salesforce.
- Assist with migration from older systems / processes into Salesforce.
- Partner with IT for application support needs and upgrades.
- Provide on-call support for Salesforce.
Position Requirements:
Qualifications:
- Bachelor's degree or equivalent combination of education and/or related experience.
- Minimum 3 years Salesforce administration experience or equivalent CRM experience.
- Demonstrated experience in overseeing the design, development, implementation & testing of software.
- Demonstrated understanding of Customer Relationship Management.
- Experience working in the financial services industry, preferred.
Personal Characteristics:
- Ability to analyze issues to determine appropriate actions and meet deadlines.
- Adaptable, flexible, organized and able to multi-task while working independently.
- Customer service oriented.
- Work effectively in teams, support change initiatives, identify own development needs and seek out development opportunities.
- Excellent verbal and written communication skills with the ability to interact professionally with a diverse group including executives, managers, end users.
- Ability to work independently as well as part of a team.
- Strong analytical skills and experience identifying data integrity issues
- Demonstrated ability to problem solve within data and software applications.
Physical Demands: (must be met with or without a reasonable accommodation)
- Extended periods of time sitting at a desk and using office equipment.
- Ability to operate a personal computer/laptop for approximately 8 hours per day.
- Extended time is spent reviewing physical and electronic documents.
- The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision.
- Periodically, may also do light lifting of supplies and materials which weighs in at approximately 50 lbs.
- Will spend most of time in an indoor environment.
Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
Company
Alerus is a company that will challenge you to be at your best and where your efforts have real, tangible effects. Our culture is one of collaboration, innovation, forward-thinking, and giving back. And, as a growing company with a presence in markets from New Hampshire to Arizona, we offer a broad range of opportunities for you to travel the career path that matches your abilities, interests, and goals.
What is the current company culture like?
While our footprint spans North Dakota, Minnesota, Arizona, New Hampshire, and Michigan, we still operate like a small company. In other words, every single person on our team matters. Our employees create our culture.
What skills, education, and experiences does your ideal candidate(s) have? Each position has their own specific requirements and qualifications. In addition to those, Alerus seeks people who live out our fundamental beliefs every day: do the right thing, cherish people, empower with knowledge, respect everyone, serve with passion, and embrace change.
How would you describe the company leadership/team management? Alerus has a diverse executive and leadership team. Each leader comes with a wealth of experience and knowledge within their field to help their teams succeed. Alerus leaders, including our C*Suite executives, maintain regular communication with employees on company updates and goals.
Where do you see the company/organization in the upcoming years? Alerus has bank and office locations in North Dakota, Minnesota, Michigan, New Hampshire and Arizona. While we continue to serve our clients in these states we also look to grow our national footprint to best serve clients wherever they may live.
What do you feel candidates need to know about the company before applying? Alerus is more than just a bank and offers many products for our clients including personal & business banking, mortgages, wealth management and retirement savings. We continue to grow and expand but still maintain and operate with a small business feel. We would not have continued success without our employees and all the hard work they do to serve our clients with passion.
See the current Alerus job openings below!
- Website
- https://alerus.com/
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