Mortgage Area Sales Manager leading a high - performance team to achieve mortgage sales goals. Establishing production strategies and driving sales productivity in a dynamic mortgage environment.
About the role
- Salesforce Administrator responsible for managing and optimizing the Salesforce system for a Fortune 10 healthcare company. Collaborating with stakeholders to enhance system functionality and user experience.
Responsibilities
- Manage and maintain Salesforce, including user management, permission sets, permission set groups, and security settings (including sharing rules)
- Configure page layouts, record types, and apps to optimize user experience
- Use declarative tools (Formulas, Flows, Email Alerts, Validation Rules) to automate business processes
- Implement solutions to improve functionality and usability of the platform
- Perform regular data cleaning, deduplication, and imports
- Maintain data quality standards and assist with small-scale data migrations
- Build and maintain reports and dashboards to provide actionable insights
- Conduct unit and integration testing; assist with user acceptance testing
- Train and support users on Salesforce best practices and adoption
- Stay current with Salesforce releases and recommend enhancements
- Proactively monitor system performance and address issues impacting usability or data accuracy
Requirements
- Minimum 4+ years of experience in Salesforce administration and Sales Cloud configuration
- Knowledge of data management best practices (cleansing, deduplication, migration)
- Experience in large enterprise environments preferred
- CLM Experience (Ironclad/Conga Apttus) and/or Salesforce CPQ experience
- JIRA/Agile experience
- Agentforce experience
- Strong problem-solving skills and ability to develop creative solutions
- Excellent communication skills with ability to collaborate across teams
- Ability to work independently and prioritize tasks effectively
- Bachelor’s degree or equivalent work experience.
Benefits
- Competitive compensation package
- Annual bonus opportunities
- Flexible work arrangements
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