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Salesforce Adminstration

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OneDigital

19d ago

  • Job
    Full-time
    Junior Level
  • IT & Cybersecurity
    Business, Operations & Strategy
  • Atlanta
  • Quick Apply

AI generated summary

  • You should have 2+ years of Salesforce admin experience, strong Excel skills, project management abilities, excellent communication, initiative, and familiarity with development tools and Financial Services Cloud.
  • You will manage user setup, create reports and dashboards, train users, ensure data quality, assist with data migration, develop workflows, and coordinate with vendors for system integration.

Requirements

  • Experience using development tools such as Force.com IDE, Eclipse, Visual Studio, and the Salesforce Developer Console
  • Experience with using unit testing, deploying change sets from Salesforce sandbox environments
  • Familiar with common software development practices and methodologies
  • Strong project management and organizational skills
  • Computer skills in Microsoft Suite and SalesForce. Significant knowledge of Excel required (i.e., data tables, pivot tables and formulas). Knowledge of Access a plus
  • Experience with database data manipulation and cleaning
  • Writes, speaks, and presents clearly and succinctly across a variety of communication settings and adjusts communication style to audience
  • Excellent customer service skills
  • Excellent interpersonal communication skills, including heavy telephone and email communication
  • Consistently takes initiative and displays a high sense of urgency and ownership
  • Excellent organizational skills; ability to prioritize multiple tasks with superior attention to detail
  • Judgment and problem-solving skills based on advanced or technical concepts
  • Ability to develop and implement policies and procedures tailored to the business unit
  • Demonstrate initiative to address issues outside standards
  • Systems, products and process analysis, implementation and evaluation
  • Some college required; Bachelor’s Degree preferred
  • 2- years Salesforce.com platform administration experience is required
  • Salesforce Developer certifications are a plus
  • Financial Service Cloud experience

Responsibilities

  • Perform administrator functions such as user setup, creating profiles, roles, permissions, etc.
  • Create reports, dashboards, custom objects and fields, page layouts, etc.
  • Train internal and external users on using Salesforce functionality
  • Ensure data quality by enforcing required fields, cleaning up data as necessary
  • Assist with data migration and onboarding of advisor users
  • Analyze and develop future needs and to oversee the buildout, implementation and project management of those needs.
  • Coordinate with outside vendors and integration partners
  • Understand the business process of the organization and develop workflows and process to accommodate and facilitate automating those business processes.

FAQs

What is the primary responsibility of the Salesforce Administrator at OneDigital?

The primary responsibility of the Salesforce Administrator is to own, develop, and execute the day-to-day configuration, reporting, training, support, maintenance, and overall improvement of the Bukaty Companies Salesforce CRM platform.

What qualifications are required for this position?

The position requires some college education, with a Bachelor’s Degree preferred, as well as at least 2 years of Salesforce.com platform administration experience. Salesforce Developer certifications and Financial Service Cloud experience are also advantageous.

What essential skills are needed for the Salesforce Administrator role?

Essential skills include experience with development tools (such as Force.com IDE and Visual Studio), strong project management and organizational skills, proficiency in Microsoft Suite and Salesforce, excellent customer service, and strong interpersonal communication skills.

Will I need to train users on Salesforce functionality?

Yes, one of the essential duties of the Salesforce Administrator includes training internal and external users on using Salesforce functionality.

What tools or software should I be familiar with for this role?

Candidates should be familiar with development tools like Force.com IDE, Eclipse, Visual Studio, and the Salesforce Developer Console, as well as having significant knowledge of Excel and experience with database data manipulation and cleaning.

Is experience with data migration required?

Yes, the role involves assisting with data migration and onboarding of advisor users, so experience in this area is beneficial.

What does the company offer in terms of compensation and benefits?

The company offers competitive base pay dependent on skills and experience, variable compensation based on performance, health and wellbeing benefits, retirement plans, paid time off, overtime pay for non-exempt employees, and robust learning and development programs.

Is there a specific work culture at OneDigital?

Yes, OneDigital promotes a people-first culture that values authenticity, growth, and inclusivity, where being different is celebrated as an asset, rather than a barrier.

How can I learn more about job opportunities at OneDigital?

You can learn more about job opportunities by visiting www.onedigital.com/careers.

OneDigital

Fierce Advocates of Health, Success and Financial Security

Consulting
Industry
1001-5000
Employees
2000
Founded Year

Mission & Purpose

OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 75,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation.