Salesforce Administrator, CRM Services

Who We Are

NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.

Summary:

The role of the Salesforce Admin will be part of the Delivery team within the realm of CRM Services. Specialize in managing Salesforce’s and its suite of products. As a Salesforce Administrator, this personal will identify, develop, and expand new business processes while working closely with co-workers, functional leaders, and Salesforce experts along with other members w/in our cross-functional technology team

 

Day to Day Responsibilities:

• Manage SFDC CRM application, including support requests and escalated administrative needs
• Partner with cross-functional teams to design, prioritize, and deploy Salesforce system enhancements based on the business impact and scalability Translating business requirements into system developments
• Create custom flows (knowledge in workflows / process builder a plus), reports and dashboards, configure the system, monitor and troubleshoot any reported issues
• Provide hands-on configuration support for new and existing Salesforce.com features
• Hands on experience in both Salesforce Classic & Lightning UI
• Translate business requirements into well architected solutions
• Create and maintain documentation/training material assisting in training of users to help ensure adoption of tools
• Monitor Salesforce CRM environment to maintain clean hygiene within the system to ensure accurate reporting of data

 

Experience and knowledge

• 2-4 years of experience as a Salesforce Administrator
• Experience with Salesforce Lightning UI is required
• Understanding of the capabilities and constraints of Salesforce
• Proven ability to align Business Processes and Salesforce best practices
• Demonstrated effectiveness in translating business requirements into technical specifications and implementing the solutions
• Experience working with AppExchange products
• Versatile, excellent problem-solving, analytical, written, and verbal communication skills
• Certified Salesforce Administrator
• Experience using Apex is a plus
• Experience with Pardot, Salesloft and other integrated applications a plus

What We Offer

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

NFP and You... Better together!

 

NFP is an inclusive Equal Employment Opportunity employer.