Work with all business units to identify ways to support and achieve strategy using Financial Services Cloud.
Provide support and monitor data integrations to ensure all data feeds are in working order and support customer 360.
Support, build or enhance complex solutions on Salesforce using flows, process builders, workflows, approval process, fields and its relationships, complex validation rules, triggers etc.
Monitor and advocate user adoption strategy.
Support UAT testing and user training for current and new users while managing and refreshing Sandbox environments.
Perform bulk data loads using data loader and duplicate data management using de-duplication techniques and implementing duplicate and matching rules and building complex reports.
Manage setup of new and existing users and their permissions using profiles, permission sets and roles, license management and its cost tracking in Salesforce.
Design and develop the system UI based on the business requirements and enhance the system accordingly.
Bachelor’s degree in Technology related discipline or equivalent combination of education and experience as a technical business systems administrator, analyst and/or other similar relevant experience.
Minimum of one year of Salesforce Administrator experience. Prior banking or financial services industry experience is preferred.
Salesforce Administrator certification is preferred.
Experience with integrating data from other solutions into Salesforce via API is preferred.
Experience with Salesforce Lightning is required.
Experience with Financial Services Cloud is a plus.
Must have exceptional interpersonal skills that involve working with internal and external customers regarding policies, procedures, or programs.
Must have strong skills using Windows and Microsoft software products.
Must have excellent oral and written communications skills.