Dominion Financial Services - Baltimore, MD

posted 12 days ago

Full-time - Mid Level
Baltimore, MD
Administrative and Support Services

About the position

The Salesforce Administrator at Dominion Financial Services (DFS) is responsible for overseeing and maintaining the Salesforce platform, ensuring it meets the needs of the organization. This role involves assisting users with technical inquiries, creating automations, managing user profiles, and updating data and document templates. The position is crucial for supporting the company's growth and operational efficiency in the mortgage origination sector.

Responsibilities

  • Oversee, maintain, and update DFS's Salesforce platform
  • Assist users with tasks and problem-solve technical inquiries
  • Create and update automations using declarative and programmatic tools in Salesforce
  • Configure new user profiles and update permissions
  • Create and update analytical dashboards
  • Clean, manipulate, and update data, mainly using Excel and SQL
  • Implement data models according to the needs of the business and existing infrastructure
  • Update document templates in the Salesforce system using Conga Composer
  • Document and update technical processes and procedures
  • Update marketing lead distribution schemes according to business requirements
  • Other related needs according to management and project needs

Requirements

  • Bachelor's degree in a related field
  • 5+ years of experience as a Salesforce Administrator
  • Salesforce Administrator Certification
  • Intermediate to Advanced skills in Microsoft Excel and Word
  • Familiarity with databases and SQL
  • Experience with Customer Relationship Management (CRM) software as an advanced user or administrator

Nice-to-haves

  • Knowledge of real estate and finance is preferred

Benefits

  • Competitive base salary
  • Profit sharing plan
  • 401K & Pension plan eligibility after satisfactory period of service
  • Health, dental & vision insurance
  • Paid time off
  • Company outings & social events
  • Virtual events
  • Companywide competitions and raffles
  • Personal financial workshops
  • Orioles season tickets
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