Naylor Association Solutions

Junior Salesforce Administrator

Job Location US
Type
Regular Full-Time

Overview

The Junior Salesforce Admin position provides the opportunity for individuals to further continue their Salesforce Administrator career path. You will work with the world’s leading CRM platform as a member of the Business Services and Analytics department of Naylor Association Solutions, North America’s leading provider of integrated communications, non-dues revenue, career, event management and AMS services for trade and professional associations.

 

You will work directly with our MIS, Finance and Business Operations teams to support our efforts to enable our key stakeholders to work within the Salesforce platform to achieve their goals. You will have the opportunity to assist these teams in the administration, user support, training, change management, interface design, data quality, requirements gathering and reporting in the Salesforce platform. The Junior Salesforce Administrator will help ensure the Salesforce org reflects a solution that is easy to maintain, alter, and scale. The administrator will serve as a support to the VP of Business Analytics for requests from other teams, gathering and reporting on application metrics, building reports and dashboards, configuring the system, and using data to correlate and confirm issues. A successful administrator will have a strong foundation in analysis and problem-solving skills, including the ability to drill down to the root cause of an issue. The Junior Salesforce Administrator will assist with configuration, support, maintenance, and improvement of our CRM platform, as well as driving a long-term roadmap strategy.

 

What’s in it for you?

 

• Freedom to operate with some autonomy in a direct support relationship to primary customers with some management oversight
• Increase your knowledge of research methodologies and compilation
• Learn how to work with and effectively communicate with employees in various departments and at various levels within the company

Responsibilities

• Evaluate and help to scope SFDC development requests from all segments of the organization
• Identify opportunities for improvement of the output as well as recommendations for improvement to policies and procedures
• Troubleshoot, reproduce, and resolve problems reported by users in a timely manner
• Manage data feeds into and out of SFDC
• Assist the VP of Business Analytics in creating and maintaining Reports, Dashboards, Process Builders, Workflow Rules, and Flows
• Create and maintain documentation on processes, policies, and application configuration
• Develop and deliver documentation and presentations to end-users to illustrate solutions, new functionality, and provide training for end-users
• Assist with the administration of Naylor’s Salesforce CRM system and development related to its adoption and ongoing success.
• Provide help with user management, including training staff in different departments on how best to use Salesforce modules.
• Customize Salesforce.com fields, page layouts, record types, searching, list views, queues, reports, and dashboards. Modify as needed.
• Collaborate on overall system configuration, change control, and enhancements and the maintenance of security settings on user accounts, mobile user accounts, sharing rules, user roles, user profiles, content folder rights, groups, list view rights, and custom pages.
• Maintain and create workflow rules, validation rules, formula fields and escalation rules.
• Assist in developing and maintaining documentation on processes, policies, application configuration, and help related materials.
• Manage operational requests and troubleshoot issues, working with diverse user groups.
• Maintain system metrics to track trends in usage and data integrity.
• Manage the production of product and service-related training materials.
• Conduct training of Salesforce CRM System to users. Present changes/system enhancements and overall training to diverse audiences.
• Support the tracking and reporting of all Salesforce CRM System feature request(s) and development initiatives.

Qualifications

• Strong understanding of the Salesforce platform and best practices
• Experience managing profiles, permission sets, role hierarchies, and security settings
• Ability to gather user requirements/specifications and translate to new processes and system configurations
• Experience creating/managing fields/objects
• Knowledge of all basic SFDC functions including report, dashboard, workflow, Process Builder, and Flows
• Experience with Data Loader, Data import wizard or similar
• Excellent ability to communicate with internal and external resources from all levels of the organization
• Ability to work independently as well as part of a team on multiple tasks at once
• Analytical and problem-solving skills with strong attention to details
• Must possess strong proven time management and organizational skills.
• Must commit to and embrace the Company’s operating values of honesty, integrity, respect for others and the spirit of teamwork and collaboration.

 

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