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Salesforce Administrator

  • Location: Houston, TX
  • Job Type: Contract
  • Ref No: 19-06345
  • Date: October 24, 2019
  • Job title:
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Job Description - Salesforce Administrator

The role will support the Commodities and Global Markets who are currently implementing a new instance of Salesforce that will eventually consolidate other CRMs currently in use across the group. Once fully implemented, this Salesforce instance will enable CRMs to have a holistic view of our client interactions and better manage our sales pipeline, all while maintaining an appropriate a security model which manages our information barrier requirements required by the bank.

Summary of position: 

The Salesforce Administrator will be responsible for the first line of support for the platform in the Americas region, implement a training program for users, build out the reporting and dashboard capabilities of the platform and help with the ongoing development of our deployment. The successful candidate will have a record of success in improving processes and adoption using the platform. The administrator will work closely with functional leaders, organizational units, and subject matter experts to identify develop/manage/deploy new/existing business processes including: Lead, Opportunity, Account and Interaction management. This role is part administrator and part Salesforce analyst. The Salesforce Administrator will be responsible for the executing on the day-to-day configuration, support, maintenance and improvement of our CRM platform.  

Key Duties & Responsibilities: 

  • Serve as primary system administrator for the Salesforce environment with about 150 users and expected to scale up to 1300 users globally in a few years
  • Handle all basic administrative functions including user account maintenance, reports and dashboards, workflows and other routine tasks
  • Manage Salesforce data feeds and other integrations
  • Coordinate the evaluation, scope and completion of new development requests.
  • Design and execute a training program for new users, and grow the Salesforce skill set across the organization
  • Work with users, desk heads and management team to establish suitable processes to support administrative, development, reporting and change management activities
  • Work independently with business users and stakeholders to define and document development requirements
  • Effectively act as the liaison between our users, vendors and the global application development teams
  • Complete regular internal system audits and prepare for upgrades

 Skills Required: 

  • Excellent stakeholder management skills and a positive attitude
  • Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upwards
  • Creative and analytical thinker with strong problem-solving skills
  • Must demonstrate exceptional verbal and written communication skills
  • Must demonstrate ability to communicate effectively at all levels of the organization
  • Ability to critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs
  • Ability to assess the impact of new requirements on and all upstream and downstream applications, systems and processes

 Experience Required: 

  • Minimum two years of experience as a Salesforce administrator
  • Salesforce Admin (ADM201 and ADM301) certified
  • Sales Cloud, Service Cloud and Developer certifications preferred
  • Proven ability to design and implement new processes and facilitate user adoption.
  • Strong understanding of the platform, with the ability to build custom apps and objects, formula fields, workflows, custom views, and other content of intermediate complexity
  • Strong understanding of Salesforce best practices and functionality
  • Strong data management abilities
  • A documented history of successfully driving projects to completion
  • A demonstrated ability to understand and articulate complex requirements
  • Previous experience working in a SCRUM or agile environment preferred
  • Experience in implementing a Salesforce user training program preferred



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