Acts as a Relationship Manager to the Wealth Management business users of the Salesforce tool.
Provides level 3 end user support and performs daily administration for the Wealth Management Salesforce database.
Articulate verbal communication skills are required.
Key point of contact for user support and problem solving. Assists employees and technical staff to investigate, analyze, and resolve application issues related to system functionality.
This role calls for a deep technical understanding of the Salesforce platform related to User Profile management, List Views, Reports and Dashboards
Oversees Case Management to include entering new, providing daily administration ensuring cases are clearly documented and updated with status changes.
Works with the business line to prioritize case requests.
Acts as a liaison between the Business Line and technology supporting the projects and objectives of the business.
Responsible for communicating the Case requirements with technology team to ensure full understanding. Runs weekly meetings and tests cases before deployment.
Informs the business line and training teams about Salesforce upgrades and releases of new functionality.
Handles mass changes to teams, data uploads using various tools including data loader
Basic Qualifications:
CRM Experience – SalesForce.com administration experience is required (Sales Cloud and Wealth Management environment is preferred)
Prior experience in applicable CRM business line support position
Strong verbal and written communication skills (Verbal communication strength is a must)
Superior interpersonal relationship building and leadership skills
Communicate effectively with business partners and stakeholders to assess support needs, assist in the identification of business needs
Ability to thrive in a fast-paced work environment and manage multiple projects simultaneously
Advanced technical skills including Microsoft Office, SharePoint
Preferred Skills/Experience:
Salesforce Certified Administrator (ADM201)
Previous experience onboarding new users onto Salesforce or other CRM suite; ability to apply experience and best practices with SFDC or other CRM suite into optimal business solutions.