Salesforce Administrator

Overview

Our operations team is seeking a Salesforce Administrator dedicated to providing innovative solutions for our global Salesforce user base. This person must be a problem-solver focused on understanding business needs and delivering the tools and technology needed to successfully enable our Salesforce user base with the needed functionality to perform their duties. Candidates are expected to rely on experience and judgment to plan and accomplish a variety of complicated tasks and goals. A wide degree of technical proficiency, creativity, and latitude is expected. This position reports to the Director, System Operations. This position requires 0% to 5% travel and the ability to work across time-zones. This position will be located in our Fort Worth, TX headquarters with the possibility to have the flexibility to work from home. Job Functions: Administration of user records, setup, transfer, termination as well as general maintenance • Profile, Permission set, role configuration, role assignment • Understand security settings • Sales Forecast amounts and settings • DocuSign admin (add/remove sales users) • Financial Force user admin • Addition and deletion of users based on headcount changes in the organization • User management recommendations to ensure proper spend is being leveraged appropriately DocuSign admin • Add users in connect settings • User training • Lookup envelopes to facilitate researching history and repairing errors Product setup • Setup products within established SLA • Work with business to define proper product configuration to achieve business goals • Setup all pricing schemes; block pricing, discount schedules, bundles, etc… Reports • Understanding the business needs for reporting upfront prior to design/implementation • Create/maintain reports for business • Analyze data to ensure that the core business need is solved Quotes/Opportunities • Investigate and solve issues with amounts, products, processes • Build/maintain approval processes Flows • Build/maintain workflows, Process Builders, and Flows • Understand the business requirements for active objects. Objects • Configure and maintain objects (Custom and Standard) • Understand and modify record types, page layouts, rules, triggers, formulas, and data validation Testing • Work with consultants to thoroughly test all new developments • Design testing methodologies appropriate to cover all pertinent scenarios of each development • Thoroughly understand the process the new development is enhancing to accurately judge impact Data analysis and manipulation • Proficient in the use of Excel to analyze large datasets • Understanding of objects and SOQL to use workbench and developer console • Manage data imports, database de-duping and cleanup Training • Develop training material and hold training sessions for newly developed functionality. JIRA/Service Desk • Manage ticket requests within established SLAs for response and resolution • Proactively encourage the use of the ticketing system by requiring tickets for all activities Preferred Qualifications: • SalesForce.com Administrator Certification • Knowledge of Salesforce, Service Cloud, Pardot, and/or Financial Force PSA • Apex coding experience • Bachelor’s Degree in related discipline or 2+ years’ experience with Salesforce Administration Desired Skills: • Intellectual curiosity with desire to understand why. Not just solve for the immediate issue at hand but understand the cause and effect. • Ability to review complex solutions from all sides meaning technical, user experience, reporting for visibility, etc.. • Question the status quo; just because we have the current structure doesn’t mean that structure shouldn’t be reviewed on a periodic basis for better solutions • Highly organized with the ability to prioritize and track multiple tasks to successful completion • Knowledge of Waterfall and Agile development methods • Team player able to work in a dynamic environment • Ability to document user requirements and technical specifications while managing expectations of stakeholders and management • Skilled at building and maintaining working relationships with stakeholders

Benefits

Company

For more than 30 years, we have been providing industry-specific, cloud-based business management software and services to small and medium-sized businesses. With divisions focused on manufacturing, wholesale/retail distribution, building and construction, and field service, we integrate into every aspect of a customers' business to help them level the playing field, run day-to-day operations more efficiently, and free them up to focus on what matters most. It’s how business gets done. Privately held with more than 16,000 customers, we are headquartered in Fort Worth, Texas, USA, with offices and companies throughout the U.S., Australia, New Zealand, England and the Netherlands.