Salesforce Administrator

Unclassified - Westlake, OH

Full-time - Mid Level

Westlake, OH

About the position

When you work at Equity Trust, there is never a dull moment! You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by performance. Our culture of learning and growth encourages our teams to challenge the status quo and break through ceilings to establish new standards for our industry. For all our associates, the journey is both challenging and rewarding, and we embrace the flexibility to allow you to pave your own path. Come join our mission and learn what it truly means to self-direct your future! This position is based out of our Westlake, OH office but eligible for a hybrid remote schedule. The Salesforce Administrator continually improves and enhances the Salesforce platform for internal and external clients by designing scalable solutions using best practices and technologies.

Responsibilities

• Salesforce configuration changes, including Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards and reports.
• Management of roles, profiles, permissions, public groups, OWD, and sharing rules.
• Data management to improve Salesforce data quality, implementing rules and automation as needed.
• Sandbox environment management.
• DevOps/release management experience.
• Know when something should/could be done declaratively vs. pushing to development team or a third party app.
• Integrate with Development Team to handle the administrative side of custom code deployments.
• Proactive system maintenance including Security Reviews, Release Updates, Health Check, and Optimizer.
• Test changes and new features from internal developers and other administrators as well as external partners.
• Research and know best practices for Salesforce and stay abreast of new features.
• Working with integrated applications including DocuSign, Formstack Documents, DevOps tools, Marketing Cloud.
• Configure and manage Financial Service Cloud.
• Manage Marketing Cloud.
• Work closely with other Salesforce Administrators to avoid conflicts and breaking changes.
• Technical documentation.
• Enthusiastically teach best practices.
• Performs other duties as assigned.

Requirements

• Salesforce Certifications, Trailhead Mountaineer or higher, or demonstrated expertise configuring complex solutions within Salesforce.
• Minimum 2 years of experience with hands-on business Salesforce administration.
• Agile Scrum experience preferred.