Senior Salesforce Administrator chez Raymond James

Job Description Summary

Develop activities of analysis, processing and disclosure of strategic information and tactics related to the effectiveness and productivity of the sales force. Guarantee the use of the tools and the implementation of processes driving the performance of the sales team. Align the strategies of brands and sales force by pointing at the variances plausibly existing in-between. Establish performance indicators and analyses that add visibility, planning teams, and competitive advantage to the distribution of time visiting and the focus on customer. Assure the support and streamline of the decision-making processes by the management information through the analysis of KPI's sales force performance. Use an analytical support in this matter to permit the identification of opportunities, conduction of business reviews, and preparation of action plans. Participate in the process of optimization and territorial location of the sales force through territory management methodology to enable the optimization of resources and an effective coverage of territories. Participate actively in the preparation and planning of the projects that have an impact on sales force, and identify opportunities for improvements to the final result of the projects.

Summary of the Position:

The Senior Salesforce Administrator ensures that we are maximizing efficiency and capitalizing on the full features and benefits of our Salesforce platform. The Senior Salesforce Administrator will report to the VP of Sales Operations, and will collaborate closely with functional leaders to support, configure, maintain, and improve TSC’s Salesforce ecosystem in support of daily operations and strategic initiatives. The position will provide Salesforce support to internal and external end-users and serve as a mentor for other Salesforce Administrators on the team.

Primary Functions of the Position:

• Serves as a system administrator for the entire Salesforce platform including Sales Cloud, Service Cloud, Experience Cloud, Pardot, and Salesforce Shield
• Handles administrative functions including user account maintenance, reports and dashboards, workflows, process builders, flows, triggers, validation rules, campaigns, custom objects, change management, and sandbox deployments
• Key contributor to our ongoing development efforts for our customer-facing Salesforce Experience Community; including QA testing, UAT testing, and vendor management
• Helps prioritize and triage all Salesforce issues and enhancement requests directly with the Sales Operations team
• Organizes and performs system training and demonstrations to internal and external users
• Creates documentation of new system processes
• Gathers business requirements to create process improvements using Salesforce technology
• Maintains Salesforce database for integrity and accuracy including cleansing and duplicate record management

Education and Experience Requirements:

• Bachelor’s Degree
• Salesforce Administrator certification
• 3+ years of Salesforce Administration experience
• Strong communication skills and experience working with functional leadership
• Creative and analytical thinker with strong problem-solving skills
• Demonstrated ability to meet deadlines and prioritize simultaneous requests

Preferred Experience:

• Ability to write APEX triggers
• Experience in banking and/or financial services

Essential Skills and Abilities:

• Strong presentation, collaboration, and communication skills
• Intellectually curious to gain deeper understanding of processes and requirements
• Self-starter and a team player capable of driving projects to fruition
• Familiarity with technical project methodologies and the software development lifecycle
• Exceptionally strong skills and knowledge of Microsoft Excel and PowerPoint
• Exemplify understanding of Salesforce integrations such as DocuSign, Jitterbit, SF Shield

Bachelor’s: Business Administration, Bachelor’s: Education, Bachelor’s: Organizational Behavior Studies

General Experience - 13 months to 3 years

Travel

Workstyle

Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 
We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. 

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