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Salesforce Administrator

  • Location: San Francisco, California, 94111
  • Job Type:Contract

Posted 17 days ago

Title: Salesforce Administrator

Location: San Francisco, CA

Type: Contract



Incredible teams doing exceptional work, every day

In Technology, we support the company’s employees and clients through the acquisition, integration and management of the Bank’s information technology systems and services. We drive innovation and explore emerging technologies so our people can be productive and focus on what matters most – providing extraordinary service.


Duties and Responsibilities

As part of the Information Services team, the Client Lifecycle Workplace Team drives the vision to create an industry leading, client-centric technology experience. The team is looking for forward thinking, action oriented individuals to help drive the implementation and development of innovative, cutting-edge solutions.

This position supports development and implementation of Client Lifecycle Management’s technology roadmap. This role has a key responsibility within the company to ensure that our client experience maintains the highest standards of the Bank. He/she/they must be a highly motivated, quality driven build/release engineer for the team. The Administrator - Salesforce will consistently deliver admin solutions meeting the highest standards. Collaboration with COE development and vendor partners is fundamental to achieve and maintain alignment across the program and enterprise. While strategic thinking and coordination are important elements of this role, this individual will be required to take a very hands-on role with requirements, design, development, testing, deliverable preparation and other related activities across various IS groups.


What you’ll do as a Salesforce Administrator - Contractor:

  • Serve as primary system administrator for the environment with 600+ users
  • Handle all basic administrative functions including user account maintenance, reports and dashboards, workflows and other routine tasks
  • Complete regular internal system audits and prepare for upgrades
  • Manage data feeds and other integrations
  • Work with our institutional management team to establish suitable processes to support administrative, development, and change management activities
  • Effectively act as the liaison between our users, vendors and the application development teams
  • Hands on configuration of all new and existing features including user management, security, custom objects, page layouts, validations, workflows, flows, process builders, Einstein Analytics, and other 3rd party applications.
  • Manage CRM application including support requests and escalated administrative needs of users by providing prompt and complete resolution to technical challenges and business support issues.
  • Perform systems maintenance, environment refresh, data integration duties
  • Evaluating complex business and technical requirements, communicating inherent security risks and solutions to technical and non-technical business owners.
  • Responsible for the company’s relationship with and the setup and administration of Salesforce Unlimited.
  • Perform analysis of business processes and technical requirements, and implement solutions that support business.
  • Create design specs and configure objects, fields and functionality
  • Stay current with Salesforce releases and corresponding documentation
  • Handles multiple competing priorities in a fast-paced, deadline-driven environment


You could be a great fit if you have:


Experience & Education

  • Minimum two years of experience as a administrator
  • Admin (ADM201 and ADM211) certified

Professional Skills/Competency

  • Service Cloud and Developer certifications preferred
  • Proven ability to design and implement new processes and facilitate user adoption.
  • Strong understanding of the platform, with the ability to build custom apps and objects, formula fields, workflows, custom views, and other content of intermediate complexity
  • Strong understanding of best practices and functionality
  • Strong data management abilities
  • A documented history of successfully driving projects to completion
  • A demonstrated ability to understand and articulate complex requirements
  • Experience with nonprofit processes preferred
  • Previous experience working in a SCRUM or agile environment preferred

Leadership Skills/Competency

  • Proven ability to build high performing teams and motivate people, instill accountability, and achieve results in a rapidly changing environment
  • Outstanding verbal and written communications skills with the ability to listen, articulate positions, and influence outcomes beyond direct areas of ownership
  • Consistently demonstrates and follows high standards of integrity in business decision-making

Personal Skills/Competency

  • Excellent project management skills, a positive, enthusiastic attitude and the ambition to tackle challenging issues
  • Demonstrated ability to meet deadlines, looks toward the broadest possible view of an issue/ challenge; can easily pose future scenarios; can think globally about all aspects of the Bank; can discuss multiple considerations of an issue and forecast them into the future; understands how the Bank works, competes, serves clients, and generates shareholder value
  • Negotiates skillfully in tough situations with internal and external groups; can be both direct and diplomatic
  • Can quickly find common ground and solve problems for the good of all; is a team player and encourages collaboration
  • Ability to assess the impact of new requirements on and all upstream and downstream applications, systems and processes

Job Demands:

  • Must be able to review and analyze data reports and manuals; must be computer proficient.
  • Must be able to communicate effectively via telephone and in person.

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