Mason Frank International - New York, NY

posted 5 days ago

Full-time - Executive
New York, NY
Construction of Buildings

About the position

The Vice President will lead integration initiatives, focusing on Salesforce operations, system integrations, and data management. This role requires a strong background in Salesforce and data visualization tools, particularly Tableau, to enhance operational efficiency and support data-driven decision-making. The VP will also mentor junior team members and ensure comprehensive documentation of technical processes.

Responsibilities

  • Lead the integration of Salesforce with various external systems, ensuring smooth data transfers and functionality.
  • Troubleshoot and manage integration issues, working closely with IT and other departments to enhance system performance.
  • Design and maintain workflows for Azure Data Factory (ADF) and support overall data integration needs.
  • Contribute to data transformation processes, ensuring alignment with organizational goals.
  • Develop advanced Tableau reports and visualizations to meet business objectives.
  • Analyze complex datasets to derive actionable insights and drive decision-making.
  • Provide training for Tableau users and serve as the main resource for reporting inquiries.
  • Mentor junior team members, offering guidance in technical and operational areas.
  • Foster a collaborative environment to ensure consistent team performance.
  • Create and maintain comprehensive documentation for all technical processes, workflows, and integrations.
  • Ensure documentation is current and accessible for relevant stakeholders.
  • Manage user accounts, roles, and permissions within Salesforce and Hubspot.
  • Generate reports and dashboards for effective data analysis and strategic decision-making.
  • Oversee the Salesforce sandbox environment and monitor user engagement.
  • Address and resolve technical challenges within both Salesforce and Hubspot.

Requirements

  • Proven experience in the financial sector.
  • Relevant Salesforce certifications (e.g., Salesforce Administrator, Platform App Builder).
  • Bachelor's degree in Computer Science, Information Systems, or a related discipline.
  • 10+ years of experience in Salesforce administration and integration.
  • Proficiency in integrating Salesforce with third-party applications (e.g., Outlook, Zendesk, Tableau).
  • Strong skills in Tableau for reporting and data visualization.
  • Familiarity with SQL, Azure Data Factory (ADF), and data pipeline workflows.
  • Exceptional leadership, mentoring, communication, and documentation skills.
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