AA
Alliance AdvisorsSalesforce Administrator
Salesforce Administrator managing Salesforce environment and providing technical support for users. Collaborating on data integrity, training, and integration projects to enhance productivity.
About the role
- Serve as the primary administrator and subject matter expert for Salesforce & MCAE environments
- Act as the internal Salesforce Business Partner to Sales (Retail/Direct/Institutional) and Marketing teams
- Act as a bridge between technology and business units
- Customize, configure and manage the CRM platforms to meet Pender’s specific business needs
- Manage user support, training and day-to-day operations
- Recommend and work on customization and automation in Salesforce and MCAE business processes
- Develop and maintain workflows, dashboards, reports, and page layouts tailored to sales, marketing and client service
- Support campaign initiatives and dashboards for pipeline accountability, forecasting and scenario planning
- Liaise with Tech department, implementation partners and external service providers during upgrades and new module implementations
- Ensure coordination and delivery of projects within timeline, scope and quality requirements
- Deliver actionable insights to leadership and stakeholders
- Serve as the key communication point between business users and tech team
- Ensure thorough documentation, testing and user training and ensure adherence to compliance and data hygiene guidelines
- Reporting to the Vice President National Retail Sales and supporting Sales and Marketing teams to operate with greater productivity, collaboration and data driven insights
Requirements
- Must be a Certified Salesforce Administrator
- Hold a Post-Secondary Degree
- Minimum of 3 years experience as a Salesforce Administrator
- Strong communication skills and the ability to work collaboratively
- Experience managing Salesforce & MCAE environments
- Experience customizing, configuring and automating CRM platforms
- Experience developing workflows, dashboards and reports
- Experience providing user support, training and day-to-day operations
- Experience liaising with Tech department, implementation partners and external service providers
Benefits
- Great compensation (competitive base, bonus, benefits package and RRSP matching program)
- Ongoing training and professional development
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