Salesforce Administrator
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Administration & Optimization:
- Administer and configure Namely’s Salesforce Org based on best practices
- Work with standard and custom Salesforce objects and their integration with our external ERP application, NetSuite
- Manage all support requests and the administrative needs of our users
- Manage user roles, profiles, security, workflows, processes, interfaces, and process flows
- Design, develop, and maintain complex workflows rules, validation rules and custom workflow, etc.
- Understand business needs across Namely and clearly translate them into business and functional user requirements for our development team
- Identify opportunities for application optimization, redesign, or development
- Perform unit testing, integration testing, and performance testing of new application functionality, then mitigate issues identified during testing
- Work closely with the Business Systems team and stakeholders to create and publish best practices in relation to our products and Salesforce configuration
- Maintain system documentation and SFDC policies and procedures
- Administer licensing and track usage metrics for reporting and oversight
- Be a student of Salesforce; evaluate new tools as they become available and implement where appropriate
- Collaborate with cross-functional teams on new feature technical design, technical requirements, limitations, and implementation
- Prepare and configure functional prototypes
- Spearhead sales performance and SaaS metric reporting for our Sales, Marketing, Support, Professional Services, and Finance stakeholders
- Create and manage reports and dashboards based on KPIs for stakeholders, and ad hoc reporting support upon request
Data Management:
- Audit, uncover, and resolve data integrity issues on a continual basis within Namely’s Salesforce Org and with systems that integrate with it, such as Namely, NetSuite, etc.
- Perform mass data imports/exports using API or various import tools
- 2 - 4 years of experience as Salesforce Administrator
- Strong technical and functional proficiency in Salesforce.com, performing tasks such as: security settings, workflow rules, custom object creation, reports, and dashboards
- Ability to create technical documentation to support new builds and releases
- In-depth knowledge of CRM strategy and systems
- Demonstrable skills in gathering and translating business requirements into actionable project plans
- Proven experience building components of a Salesforce system to support core business processes
- Flexible in the face of changing priorities, with the ability to multi-task, and handle urgent interruptions with high level of professionalism and a positive attitude
- Excellent analytical, process design and problem solving skills, combined with strong business judgment and demonstrated project management experience
- Self-motivated with excellent communication, interpersonal and organization skills
- Experienced in integrating 3rd party systems with Salesforce and NetSuite, preferred
- Ability to coordinate with implementation partners, other IT managers, internal stakeholders and developers in providing solution suggestions and constructive feedback
- Data migration and integration experience between various external applications
- Fluency in Microsoft Office applications, especially Excel, PowerPoint, and Word
- BA/BS/MS Degree in Information Systems Management, Business Administration, Data Science, Accounting, Finance or related field of study strongly preferred
Nice to Haves:
- Salesforce Administrator ADM-201 certification a plus
- Salesforce Developer certification
- Project Management certification
- Experience with various Business Intelligence tools
- NetSuite Administration experience and certification
- Knowledge of Celigo, Workato, and JIRA is a plus
- Deep understanding of the SaaS subscription model and Annual Recurring Revenue is a big plus!
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