Finemark National Bank & Trust - Fort Myers, FL
posted 4 months ago
About the position
The Salesforce Administrator's primary job duties are to provide FineMark's associates with support related to Salesforce, maintain the current organizational configuration, and work with stakeholders to implement new and improved processes to the system. The Salesforce Administrator works closely with other members of FineMark's IT team and plays an essential role in the daily monitoring and maintenance of Salesforce and other data systems. In addition to Salesforce responsibilities, the Salesforce Administrator will also have other related responsibilities, such as monitoring and maintenance of other systems, including DocuSign, document imaging, and API middleware data flow between systems. Essential Job Functions include supporting the user base with day-to-day troubleshooting requests, monitoring and ensuring data integrity through reports and dashboards, importing, updating, managing, and cleaning the data in Salesforce, managing user profiles and permissions based on their roles, and coordinating communication and data flow between various systems. The role requires an understanding of Salesforce platform customization and automation, evaluating third-party integrations and their impact on overall system performance, and performing proactive system maintenance including Security Reviews, Release Updates, Health Checks, and Optimizations. The Salesforce Administrator must stay current with Salesforce updates and provide strategic recommendations, communicate regularly with business stakeholders and leadership, design and manage solutions to business problems or objectives, and create technical documentation and user training documentation as needed. Regular attendance at the FineMark location designated in this job description, during regular business hours, or assigned hours for the position, is required.
Responsibilities
- Provide support to FineMark's associates related to Salesforce.
- Maintain the current organizational configuration of Salesforce.
- Implement new and improved processes in Salesforce with stakeholders.
- Monitor and maintain other systems including DocuSign and document imaging.
- Support user base with day-to-day troubleshooting requests.
- Ensure data integrity through reports and dashboards.
- Import, update, manage, and clean data in Salesforce.
- Manage user profiles and permissions based on roles.
- Coordinate communication and data flow between various systems.
- Evaluate third-party integrations and their impact on system performance.
- Perform proactive system maintenance including Security Reviews and Health Checks.
- Stay current with Salesforce updates and provide strategic recommendations.
- Communicate regularly with business stakeholders and leadership.
- Design and manage solutions to business problems or objectives.
- Create technical documentation and user training documentation as needed.
Requirements
- Bachelor's degree with a minimum of 3 years' experience as a Salesforce Administrator.
- Salesforce Administrator Certification.
- Knowledge of various declarative Salesforce features, including Flows, Workflow Rules, Process Builder, Validation Rules, and Approval Processes.
- Strong project management skills with experience in system implementation projects.
- Solid governance and technical documentation history.
- Exceptional written/oral communication and interpersonal skills.
- Ability to perform as a team player and work independently with minimal supervision.
- Initiative-taking, self-starter with keen attention to detail.
- Excellent analytical, problem-solving, and retention skills.
- Ability to effectively prioritize and execute tasks quickly in a fast-paced environment.
- Experience with DocuSign ESignature, DocuSign CLM, SpringCM, or similar.
- Advanced Microsoft Excel user.
Nice-to-haves
- Knowledge of Apex or other C-family programming language.
- Knowledge of SOQL or other query language.
- Basic knowledge of data architecture and application architecture concepts.
- Familiarity with Pardot/Account Engagement or similar email marketing platforms.
- Knowledge of basic information security concepts.
