Job Description

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At Midwest Heritage, the core of our culture is taking care of the customer and taking care of each other. Our employees appreciate that their contributions make a direct impact on the success of our business as well as their own personal and professional growth.

Midwest Heritage Bank

Job Title

Salesforce Administrator

Department

Operations and Technology

FLSA

Exempt

General Function

The Salesforce Administrator will lead the ongoing development of our Salesforce deployment. The successful candidate will have a record of improving processes and adoption using Salesforce or similar CRM platforms. The administrator will work closely with functional leaders, organizational units, and subject matter experts to identify, develop, and deploy new business processes including marketing, customer data management, and executive reports. This role is part technical Salesforce analyst, part administrator and part marketing. The Salesforce Administrator will be responsible for executing the day-to-day configuration, support, maintenance coordination and improvement of our CRM platform.

Core Competencies

• Leadership
• Task Management
• Data Management
• Communication
• Organization

Reporting Relations

Accountable and Reports to: Chief Operating Officer

Positions that Report to you: None

Primary Duties and Responsibilities

• Serve as primary system administrator for the Salesforce environment with 120+ users.
• Handle all basic administrative functions including data inputs, reports and dashboards, workflows and other routine tasks.
• Manage Salesforce data feeds and other integrations.
• Coordinate the evaluation, scope and completion of upgrades and new development requests.
• Work with our management team to establish suitable processes to support administrative, development, and change management activities.
• Assist in training new users and growing the Salesforce skill set across the organization.
• Participate in departmental team meetings across the organization to obtain feedback on Salesforce processes, assist teams with engaging in Salesforce features, and updating or creating reports to benefit the teams in growing their business or improving their processes.
• Effectively act as the liaison between our users, vendors and the application support and development teams.
• Work independently with members of the user community to define and document development requirements.

Knowledge, Skills, Abilities, and Worker Characteristics

• Excellent analytical skills and a positive attitude.
• Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests.
• Creative and analytical thinker with strong problem-solving skills.
• Must demonstrate exceptional verbal and written communication skills and communicate effectively at all levels of the organization.
• Ability to critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs.
• Ability to assess the impact of new requirements on Salesforce.com and all upstream and downstream applications, systems and processes.

Education and Experience

• Bachelors Degree in Business, Technology or equivalent experience.
• Minimum two years of experience as a CRM administrator or similar experience.
• 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 CRM best practices and functionality, preferably Salesforce.
• A demonstrated ability to understand and articulate complex requirements.

Physical Requirements

• This position is classified sedentary/light and requires the ability to sit for long periods of time.
• Visual requirements include the ability to see detail at near range with or without correction.
• Must be able to perform the following physical activities: sitting for long periods, talking (in person and by telephone), hearing and repetitive motions.

Working Conditions

• The duties of this position are normally performed in a general office setting. This is a fast-paced work environment.
• There is frequent pressure to meet deadlines and handle multiple projects in a day.
• Travel up to 20% may be required.

Equipment Used to Perform Job

Computer (PC with Microsoft Office programs), telephone, calculator, telephone, copier, fax, and printer.

Contacts

This position works with Midwest Heritage employees, customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage.

Confidentiality

This position has the responsibility to protect the privacy and confidentiality of customers, employees and bank/insurance/financial information at all times.

In the performance of their respective tasks and duties all employees are expected to:

• Follow all state and federal regulatory requirements and complete assigned training courses within the required timeframes.
• Perform quality work within deadlines.
• Interact professionally with other employees, customers and suppliers.
• Work effectively as a team contributor on all assignments.
• Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.

Seniority level

Entry level

Employment type

Full?time

Job function

Finance, Administrative, and Information Technology

Industries

Financial Services and Insurance

Job Tags

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