Administers and configures Salesforce, including user access, security, objects, automation, reports, dashboards, testing, deployments, and release preparation. Investigates application issues, maintains environments, supports audits and access reviews, documents procedures, and partners with Product Owners, Security, IT Support, and Software Engineering. The role independently handles in-scope configuration decisions while escalating privileged access changes and complex development.
The Enterprise Applications Analyst – Salesforce supports CMG’s Salesforce platform, including Financial Services Cloud and Sales/Service Cloud, by administering and configuring the platform, resolving issues, and testing changes before release. Working from priorities set by the Product Owner, the Analyst makes configuration decisions independently within an assigned scope, escalates privileged and production access changes for approval, and hands custom development to Software Engineering. This is a growth role that prepares employees for advancement to Engineer, with structured support from their manager and mentors.
Essential duties and responsibilities: Includes the following responsibilities, but is not limited to:
- Administer Salesforce users, profiles, permission sets, security, objects, fields, and page layouts using least-privilege principles, including integration and service accounts.
- Translate Product Owner priorities and technical requests received through GitHub Issues into configuration designs, making configuration decisions independently within the assigned scope.
- Manage changes from design through sandbox testing, production deployment, and validation, keeping DEV, QA, UAT, and PROD aligned.
- Monitor and maintain Flow automation: triage user complaints, watch for failures, make small reviewed changes to existing flows, and hand new or complex automation to Software Engineering.
- Obtain Product Owner and Security approval before changing permissions on privileged, integration, or production accounts; escalate other high-impact or ambiguous changes with a recommendation.
- Investigate and resolve application issues and partner with IT Support on user-facing issues and escalations.
- Build and maintain reports, dashboards, and data extracts that answer business questions about usage and performance.
- Review monthly Salesforce release previews in sandbox and prepare the platform for each release.
- Track work in GitHub Issues and Projects, maintain runbooks and documentation, and support audits and access reviews.
- Use Claude and Claude Code workflows within CMG’s approved AI and data-handling policies, validating all output before relying on it.
- Protect confidential company, employee, and borrower information, and perform other duties as assigned.
Qualifications and experience:
- Bachelor's degree, technical certification, or equivalent practical experience.
- 2+ years of hands-on Salesforce administration and configuration experience (target range 2-5 years).
- Working knowledge of Salesforce Flow, including reading flow logic and troubleshooting failures.
- Salesforce Certified Platform Administrator certification, or the ability to earn it within six months of hire.
- Clear written communication, attention to detail, and comfort working within a structured change and testing process.
- Preferred: Salesforce Certified Platform App Builder, Advanced Administrator, Agentforce Specialist, or Flow Orchestration Architect certification.
- Preferred: Experience with Claude Code workflows or similar AI assistants, with sound judgment about validating output and protecting data.
- Preferred: Hands-on experience with GitHub Issues and Projects; experience with permission sets, field-level security, and API-only integration users.
- Preferred: Experience with Process Builder and Flow automation, and familiarity with Apex Flow scripting.
- Preferred: Experience in mortgage or financial services, and basic SQL/SOQL.
Supervisory responsibilities: Direct reports: No.
Physical and environmental conditions:
This role operates in an ADA compliant office environment, utilizing typical office equipment and tasks including computer work. The position may involve partial stationary positions and moving throughout the day. Flexibility to work overtime to meet project deadlines is required.
COMPENSATION:
Compensation Information – The salary range for this role is $115,000 to $125,000 annually. Actual compensation depends on experience, technical skills, industry background and other job-related factors including location and education. Eligible employees also receive a comprehensive benefits package.
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