Job description

Our client, a Financial company, is looking for a Salesforce Administrator for their Richmond, VA/ McLean, VA/ New York, NY location. Responsibilities: • Salesforce developers & administrators • Updating to standardize call center systems using Salesforce • SBB • Lead the system configuration for a highly visible Treasury Management project. You will be part of a focused initiative team of 3-4 contractors, working collaboratively under the direction of a Product Manager and a Lead Advanced Salesforce Administrator. • In this role, responsible for building a brand-new process from the ground up, specifically designing how our Voice Center handles Treasury Management questions and issues. You will operate independently and exercise professional judgment in making decisions that impact the user and client experience. The ideal candidate has strong hands-on configuration skills, a passion for translating complex business requirements into scalable solutions, and the ability to act as a subject matter expert for this new workflow. • Process Development: Design, configure, and implement a brand-new Salesforce workflow from the ground up to support the Voice Center’s handling of Treasury Management issues. • Agile Execution: Actively participate in Agile/Scrum ceremonies (sprints, stand-ups, retrospectives) and work collaboratively with the Product Manager, Lead Admin, and other contractors to deliver iterative value. • System Configuration: Translate business requirements into scalable Salesforce solutions utilizing best practices for automation (e.g., Flow Builder), custom objects, fields, page layouts, and record types. • End-to-End Ownership: Take full ownership of the end-to-end technical implementation process for your assigned project deliverables. • User & Security Management: Manage aspects of user setups, roles, profiles, permissions, and sharing rules to ensure data security and compliance within the new Voice Center processes. • Collaboration: Establish and maintain a high level of credibility with business partners and stakeholders, serving as the technical product expert alongside the Lead Admin. • Reporting & Dashboards: Create and refine dashboards and reports so Voice Center managers and stakeholders can track Treasury Management metrics and service SLAs. Requirements: • At least 3 years of hands-on experience as a Salesforce Administrator. • Active Salesforce Certified Administrator credential. • Proven track record of building and configuring new Salesforce processes, workflows, and automations from the ground up. • Strong understanding of and practical experience working within Agile/Scrum methodologies. • Excellent relationship-building skills and the ability to collaborate effectively with both technical and non-technical stakeholders. • Active Salesforce Advanced Administrator Certification. • Experience with Visual Studio Code. • Familiarity with Jira, Git, and Git Repositories. • Familiarity with AWS integrations and APIs, and how they interact with the Salesforce ecosystem. • Previous experience in Treasury Management operations or the financial services sector. Why Should You Apply? • Health Benefits • Referral Program • Excellent growth and advancement opportunities

Requirements

Must-haves

Our client, a Financial company, is looking for a Salesforce Administrator for their Richmond, VA/ McLean, VA/ New York, NY location.
Salesforce developers & administrators
Updating to standardize call center systems using Salesforce
Process Development: Design, configure, and implement a brand-new Salesforce workflow from the ground up to support the Voice Center’s handling of Treasury Management issues.
Agile Execution: Actively participate in Agile/Scrum ceremonies (sprints, stand-ups, retrospectives) and work collaboratively with the Product Manager, Lead Admin, and other contractors to deliver iterative value.
System Configuration: Translate business requirements into scalable Salesforce solutions utilizing best practices for automation (e.g., Flow Builder), custom objects, fields, page layouts, and record types.
End-to-End Ownership: Take full ownership of the end-to-end technical implementation process for your assigned project deliverables.
User & Security Management: Manage aspects of user setups, roles, profiles, permissions, and sharing rules to ensure data security and compliance within the new Voice Center processes.
Collaboration: Establish and maintain a high level of credibility with business partners and stakeholders, serving as the technical product expert alongside the Lead Admin.
Reporting & Dashboards: Create and refine dashboards and reports so Voice Center managers and stakeholders can track Treasury Management metrics and service SLAs.
At least 3 years of hands-on experience as a Salesforce Administrator.
Active Salesforce Certified Administrator credential.
Proven track record of building and configuring new Salesforce processes, workflows, and automations from the ground up.
Strong understanding of and practical experience working within Agile/Scrum methodologies.
Excellent relationship-building skills and the ability to collaborate effectively with both technical and non-technical stakeholders.
Active Salesforce Advanced Administrator Certification.
Experience with Visual Studio Code.
Familiarity with Jira, Git, and Git Repositories.
Familiarity with AWS integrations and APIs, and how they interact with the Salesforce ecosystem.
Previous experience in Treasury Management operations or the financial services sector.
Why Should You Apply?
Referral Program
Excellent growth and advancement opportunities

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

agilescrumjiraaws

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Effort: medium