Salesforce Administrator (NAM Portugal)

Job ID: 4121

 

Would you like to be part of a dedicated and fast-paced CRM Operations team?  We are now looking for a Certified Salesforce Administrator to provide effective user support to our growing distribution team. Part of the role is also business oriented, participating in fund data administration tasks in Salesforce and change initiatives related to our products. 

At Nordea, we see that the world is changing fast – and we want to be one step ahead of the curve. That’s why we’re deeply committed to providing the financial solutions of tomorrow to our customers. We’re creating an environment where we experiment and grow together – and we need your ideas and unique background. With us, you’ll be in good company with a chance to make your mark on something bigger.  

Nordea Asset Management (NAM) is the asset management arm of the Nordea Group, the global financial services group in the Nordic and Baltic Sea regions. NAM has around 900 employees and manages more than EUR 325 billion of assets for institutional, wholesale and retail clients across the Nordic region and the globe.

 

NAM is one of the fastest growing pan-European asset managers with presence in more than 15 geographies across Europe and beyond, a distinct Nordic culture and a multi-specialist approach.

 

About this opportunity

 

Welcome to the CRM Operations team, part of the Business Development and Support unit in Nordea Asset Management Institutional and Wholesales Distribution. We add value by supporting our 200+ internal Salesforce users, ensuring that they have continuous access to the information and data they need to effectively distribute our funds. As a Salesforce Administrator you’ll play a valuable role providing efficient support to the users, whilst ensuring that fund data management tasks are executed effectively and efficiently in Salesforce. You will also take part in change initiatives and projects of varying scope, contributing to the design and customization of our Salesforce instance.

 

What you’ll be doing

 

Salesforce, Tableau and Marketing Cloud End user support 

• Answer to requests (both technical and business process related)
• Produce reports and dashboards for key stakeholders and management
• Deliver training sessions (new joiners, ongoing, ad hoc) both remotely and face-to-face

Salesforce, Tableau and Marketing Cloud administration

• System administration
• User/Permission management and controls
• Manage fields, objects, rules, workflows and other configurations
• Change Set management
• Monitoring of existing external system integrations and assisting in building new integrations

Process improvements and analysis 

• Monitor, analyse and quality control processes and data
• Identify opportunities for improvement 

Change initiatives

• Collection and documentation of requirements
• Solution design (in collaboration with developers)
• Testing, implementation, documentation and training

Fund data deliveries

• Fund data input, maintenance and quality control in Salesforce
• Oversee regular delivery of static fund data to data vendors and other external parties
• Liaise with data vendors on static fund data delivery related changes and issues
• Maintaing high quality process documentation for Salesforce related tasks

 

Who you are

 

Collaboration. Ownership. Passion. Courage. These are the values that guide us in being at our best – and that we imagine you share with us.   

 

To succeed in this role, we believe that you:

• Have a strong understanding of the Salesforce.com platform and best practices including:
• Good knowledge of Reports and Analytics
• Good knowledge of Declarative Salesforce Methodology; Workflow, Process Builder, Flows etc.
• Are service-minded and possess effective interpersonal and communication skills
• Have good trouble shooting skills
• Enjoy working in the intersection of technolo