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OTSI (Object Technology Solutions, Inc.) has an opportunity for a Salesforce Administrator located in St. Louis, MO. Remote Work is available.
PRINCIPAL RESPONSIBILITIES AND DUTIES:- Ensures optimal performance of all SalesForce systems and products, including nCino.
- Manages all aspects of user and platform licenses, including new user set-up/deactivation, role management, profiles, permissions, and public groups.
- Manages security settings and conducts regular security and user audits in Salesforce and related applications.
- Troubleshoots, resolves, and tracks Salesforce end-user issues by providing technical support assistance to diagnose, resolve, and troubleshoot complex ‘how to’ questions and issues.
- Acts as the subject matter expert (SME) for the Salesforce platform and related applications including nCino, staying current on new functions and features and applying them as appropriate.
- Develops user guides, including instructions, best practices, and tips for end users.
- Develops and applies Salesforce administration best practices in system configuration; evaluates and implements additional system integrations as needed.
- Manages Salesforce Pardot campaigns in coordination with leadership.
- Trains others on the benefits and capabilities of the systems and foster Salesforce/nCino acumen set across the organization.
- Builds, prepares, and maintains Salesforce reports and dashboards for leadership.
- Works across all business areas to ensure changes to the SalesForce environment are understood and consistent with all business needs.
- Ensures data integrity through the use and management of various data quality and reporting tools.
- Manages weekly and monthly manual data loads into Salesforce using data loader.
- Works with Cognos based reporting system to build reports and download data from bank core for use in Salesforce and nCino.
- Updates and maintains technical documentation for business and compliance purposes.
- Evaluates and implements customization requests, including creating workflows, automated responses, etc.
- Documented success administrating and maintaining Salesforce systems.
- Experience performing SalesForce upgrades.
- In-depth knowledge of SalesForce products and their functionalities.
- Proficiency creating SalesForce profiles, allocating roles, and managing access.
- Excellent interpersonal and communication skills that encourage collaboration across teams.
- Strong project management skills with the ability to work on multiple projects simultaneously.
- Ability to create and maintain Salesforce databases.
- Previous experience importing data and generating Salesforce reports.
- Experience training others and providing end-user support preferred.
- Knowledge of nCino and Cognos based reporting system (or equivalents) preferred.
- Bachelor’s degree in Business Administration, Computer Science, or related applicable field, or the equivalent combination of education and related experience.
- 2-3 years of experience as a Salesforce administrator in a similar environment.
- Salesforce certified administrator required; Additional Salesforce certifications including Advanced Administrator and Pardot Specialist preferred.
- nCino Administrator Certification preferred.