Salesforce Admin/Trainer - Peyton Resource Group

Position Summary:

In our commitment to drive the success of our clients, we're inviting a diligent, solution-driven Salesforce Administrator to join our team in Fort Worth, TX. This role marries technical finesse with an understanding of marketing nuances, requiring the incumbent to be a savvy Salesforce navigator and a partner to our marketing team.

 

Key Roles / Responsibilities:

• Take on the stewardship of our Salesforce environment, meticulously maintaining all basic administrative functions such as user account upkeep, reports, dashboards, workflows, and other day-to-day tasks.
• Forge productive partnerships with stakeholders to understand their requirements, allowing you to shape the Salesforce platform to serve our evolving business needs seamlessly.
• Synchronize with our marketing team to merge their vision with Salesforce's capabilities, fostering a synergy that amplifies our customer engagement efforts.
• Maintain and automate business processes using custom objects and workflow rules, and document enhancements and maintenance tasks.
• Champion data cleanliness and integrity, ensuring our customer data in Salesforce remains accurate, relevant, and beneficial.
• Be the torchbearer of Salesforce knowledge in our organization, crafting and conducting enlightening training sessions to drive user adoption and best practices.
• Ensure the creation and conservation of comprehensive documentation outlining processes, policies, and Salesforce help resources.
• Configure functional customizations including, but not limited to, adding picklist values, modifying page layouts, and creating mapping rules.
• Assist with establishing and maintaining Salesforce security policies.

 

Required Education, Experience, and Qualifications:

• Bachelor's degree in Business, Marketing, Computer Science, or a related field.
• Certified Salesforce Administrator (ADM 201).
• Proven track record as a Salesforce Administrator, ideally within the world of finance or marketing.
• Knowledge of Salesforce marketing tools at a level that supports weaving them into broader marketing strategies.
• Knowledge of custom objects, salesforce lightning, and lightning design system.
• Exceptional attention to detail.
• Proficiency in creating Salesforce profiles, allocating roles, managing access, and crafting custom reports and dashboards.
• Familiarity using the sales and service cloud.