Salesforce Administrator

Responsibilities

• Serves as main point of contact and lead administrator for Reliance Standard's Retirement Services Salesforce instance.
• Oversees all functions of Salesforce database management, including Accounts, Person Accounts, Cases, activities & engagement, and policy-related data.
• Oversees all integrations tied to the Reliance Standard Salesforce instance, including Outlook, telephony, and policy administration.
• All aspects of user and license management, including new user setup/deactivation, roles, profiles, permission sets, and queues.
• Salesforce configuration changes, including but not limited to custom object and field creation, flows, approval processes, dynamic actions, page layouts, record types, custom settings, and reports/dashboards.
• Identify and gather requirements, translating them into industry best practices, and create scalable solutions within Salesforce and related tools.
• Proactive system maintenance, including security reviews, release updates, and health checks.
• Routine data management to improve Salesforce data quality, implementing rules and automation as needed. Assist in mass data updates to Salesforce using data loader or other tools.
• Manage the Sales Cloud and Service Cloud architecture and ongoing maintenance.
• Conduct training sessions for users and create comprehensive documentation for essential processes. Train new users and grow the Salesforce skill set across the organization. Ensure all internal Salesforce users have adequate and up-to-date training to ensure consistency and data integrity.
• Ensure the data management needs of the growing organization are met, new technologies are identified, and industry best practices are maintained and help build a roadmap for future growth.
• Work closely with implementation partners and external vendors to deliver new features and enhancements to fruition.
• Work closely with the department leaders to provide guidance and a better understanding of the marketing tools by compiling data, building processes, and leveraging reports and dashboards that provide important insights.
• Own Salesforce user access support, including login issues, password resets, MFA troubleshooting and user account lockout issues.
• Required Knowledge, Skills, Abilities and/or Related Experience
• Bachelor's degree or equivalent professional experience.
• 3+ years of experience working with Salesforce required.
• Thorough knowledge of Salesforce Sales Cloud.
• Thorough knowledge of Salesforce Service Cloud.
• Proficiency with Salesforce Data Loader.
• Advanced computer skills including Microsoft office.
• Proficiency and advanced Excel experience for reporting and analyzing purposes.
• Thorough understanding of marketing monitoring and reporting with best practice knowledge and use of Marketing Cloud for Account Engagement.
• Required Certifications: Salesforce Administrator
• Optional Certifications: Salesforce Advanced Administrator, Salesforce Sales Cloud Consultant, Salesforce Service Cloud Consultant
• Ability to Travel: Up to 25%
• Work location may be flexible if approved by the Company.

Benefits

Additional Information

Job Responsibilities and Requirements The Salesforce Administrator will be a key player in the launch, adoption, and ongoing maintenance of the Salesforce system for Reliance Standard's Retirement Services division. The Administrator will oversee and update the Salesforce system, applying best practices while maintaining compliant security settings. This role will be responsible for ensuring all Reliance Standard Salesforce initiatives meet ongoing business needs, and will collaborate closely with stakeholders to gather requirements, design solutions, implement changes and train staff for future enhancements to the Salesforce environment. The Salesforce Administrator will be vital in helping the organization leverage data to achieve its goals. The person in this role will serve as the Salesforce subject matter expert and liaison when working with internal technical teams and/or outside vendors. Additionally, the Salesforce Administrator will work with all departments to develop and generate reports and dashboards, manage data integrations between Salesforce and related applications, and data cleaning and maintenance.

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