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Salesforce Administrator

SAFE Credit Union
United Statesfull_timeVerifiedPosted 4 Apr 2025
💰 $111,800/yr($89,400/yr$111,800/yr)

About the role

THIS REQUIRES A LOCAL CANDIDATE TO THE GREATER SACRAMENTO MARKET - HYBRID Salary Range: $89,400.00 - $111,800.00Why SAFE?SAFE offers so much more than just full medical, vision, dental, 401k matching, HSA, and FSA! Learn more about how we support our workforce!
  • Professional Development Opportunities: Offering training programs, workshops, and mentorship.
  • Recognition and Appreciation: Regularly acknowledging employee achievements and contributions.
  • Flexible Work Arrangements: Providing options for remote work and flexible scheduling.
  • Positive Company Culture: Fostering an inclusive, collaborative, and supportive work environment.
  • Career Growth: Clear paths for career advancement and internal promotions.
  • Work-Life Balance: Encouraging a healthy balance between professional and personal life.
  • Employee Empowerment: Allowing employees to make decisions and have autonomy in their roles.
  • Space of Belonging: ERGs, YOUnity Council and a focus around diversity, equity inclusion and belonging.  
  • Wellness Programs: Promoting physical and mental health through wellness initiatives and resources.
  • Strong Leadership: Having leaders who inspire, support, and guide their teams effectively.
  • Sense of Purpose: Creating a sense of mission and aligning company goals with employees' personal values.



POSITION PURPOSEThe Salesforce Administrator plays a key role in supporting the definition of business process and configuration of Customer Relationship Management (CRM) applications. Serves as a knowledge resource for Salesforce Financial Service Cloud and Salesforce Sales and Service Cloud capabilities and best practices. Responsible for analyzing business objectives associated with internal departments and other applications, as needed. Additional focuses include: nCino Platform Management, Marketing Cloud Technical Administration, data model, and user adoption.  ESSENTIAL FUNCTIONS AND BASIC DUTIES
  • Create efficient automated processes in support of business requirements and management request
  • Own and support platform updates, technical backlog of errors, updates to processes, managed packages, and complete data backups.
  • Conduct business process review sessions with each supported business unit
  • Maintain up-to-date working knowledge of products, services, and workflows associated with SAFE products and services
  • Maintain a working knowledge of file structures and job/data flows by way of documentation, that make up the SAFE production systems related to Salesforce
  • Work with vendors to troubleshoot and resolve system problems
  • Analyze and document processes with a high level of accuracy and clarity
  • Recommend new processes and improvements of features and functionality within Salesforce
  • Log and track identified system problems through resolution
  • Create and maintain documentation on processes, policies, application configuration and help related materials for users as database applications are developed
  • Develop and create customized reports and dashboards
  • Complete other duties, as assigned.
 QUALIFICATIONS Education/Certification: Bachelor's degree or higher in IT, engineering, or a related field from a four-year college or university; and/or five or more years of related Financial Services Experience. Two or more years as a Certified Salesforce Administrator with experience in Salesforce configuration.Certification:
  • Salesforce Associate certification and/or
  • Salesforce Administration certification.
  • Salesforce Platform App Builder certification preferred.
 Required Knowledge:            Three or more years of experience with CRM management in a large organization (100+ Salesforce users) and/or Five or more years of related Financial Services Exp

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Company

SAFE Credit Union

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