Salesforce System Administrator
Elements Financial, Indianapolis, IN, United States
This is an exciting opportunity to join our collaborative Technology Solutions team, but first, here is a little bit about Elements Financial:
WE MAKE MONDAYS MORE ENJOYABLE.
There are many ways to describe the Elements culture: fun, meaningful, supportive, and full of opportunities. See here for more information - https://www.elements.org/careers/our-culture/
Today we serve the employees of 150+ organizations around the U.S. We currently rank among the top 3% of credit unions nationally with 100,000+ members. We have the resources, staff, and expertise to support our members with unparalleled service and leading-edge technology.
Now let's jump into this exciting role!
Elements Financial
is a Best Place to Work because our employees are empowered to Be the Expert, Live the Purpose, and Grow the Business. Our Purpose is to
Empower Members to Achieve Financial Success . The Salesforce Administrator will be the administrator of the Credit Union's Salesforce CRM platform and develop and maintain Elements' Salesforce training programs to increase staff knowledge and utilization of platform.
You will learn how to be the expert to best serve our members:
Responsible for the operation, maintenance, and championing of The Salesforce platform across Elements. Manage and implement customization requests. Including, but not limited to, creating workflows, triggers, automated email alerts, objects and fields, picklists, reports, and dashboards on the Salesforce platform. Administers and supports integrated applications including nCino, DocuSign for Salesforce, OwnBackup, Twilio, and CRMA (Salesforce Analytics); drives vendor case resolution and documents platform-specific runbooks. Owns Salesforce incentive operations: governs request workflows, ensures manager approvals, performs controlled overrides when necessary, and partners with Operations/HR to align exhibits and payout schedules. Operates within the framework of the Elements Financial Information Security Program and Employee Handbook, ensuring compliance and security in all administrative activities. Maintain detailed working knowledge of various business processes and related applications to provide technical and operational guidance and assistance to credit union staff. Contribute to translating business requirements into Salesforce CRM solutions. Establish and document configurations and processes to support all areas of responsibility. You will make a difference as you live out our purpose:
Complete requests for support pertaining to Salesforce platform solutions. Ensure quality testing and delivery of solutions on the Salesforce platform. Liaise with support vendors to ensure the configurations and processes are functioning efficiently and as intended. Develop ad-hoc reports on the Salesforce platform as requested by users or stakeholders. Proactively research and make recommendations regarding new features made available with new versions or releases. Assist in training users of Salesforce. Develop and leverage external network for best practice sharing. Other duties as required. You will help grow the business:
Follow best practices regarding change management, system maintenance, configuration, development, testing, data integrity, etc. Monitor changes or problems on the Salesforce platform and communicate any impact to credit union staff and team members. You will continue to grow professionally:
Keep current with Salesforce and industry trends and best practices. Research enhancements to the platform and potential impacts and benefits. Collaborate on decisions with other business units and IT leadership and implement as appropriate. Continue to develop knowledge of industry practices, products, and professional growth. Participate in appropriate learning opportunities and certifications to maintain expertise. Minimum Requirements:
A Bachelor's degree or equivalent work experience. Salesforce Administrator Certification. Salesforce Advanced Administrator Preferred. Experience with Financial Services Cloud Preferred Experience with nCino Preferred 5+ years of experience in financial services software solutions preferred. Experience in Agile development methodology a plus Strong analytical, problem-solving, and debugging skills. Ability to flourish in a collaborative work environment. Ability to communicate with internal customers.
Additional bonus compensation is earned in this role.
WE MAKE MONDAYS MORE ENJOYABLE.
There are many ways to describe the Elements culture: fun, meaningful, supportive, and full of opportunities. See here for more information - https://www.elements.org/careers/our-culture/
Today we serve the employees of 150+ organizations around the U.S. We currently rank among the top 3% of credit unions nationally with 100,000+ members. We have the resources, staff, and expertise to support our members with unparalleled service and leading-edge technology.
Now let's jump into this exciting role!
Elements Financial
is a Best Place to Work because our employees are empowered to Be the Expert, Live the Purpose, and Grow the Business. Our Purpose is to
Empower Members to Achieve Financial Success . The Salesforce Administrator will be the administrator of the Credit Union's Salesforce CRM platform and develop and maintain Elements' Salesforce training programs to increase staff knowledge and utilization of platform.
You will learn how to be the expert to best serve our members:
Responsible for the operation, maintenance, and championing of The Salesforce platform across Elements. Manage and implement customization requests. Including, but not limited to, creating workflows, triggers, automated email alerts, objects and fields, picklists, reports, and dashboards on the Salesforce platform. Administers and supports integrated applications including nCino, DocuSign for Salesforce, OwnBackup, Twilio, and CRMA (Salesforce Analytics); drives vendor case resolution and documents platform-specific runbooks. Owns Salesforce incentive operations: governs request workflows, ensures manager approvals, performs controlled overrides when necessary, and partners with Operations/HR to align exhibits and payout schedules. Operates within the framework of the Elements Financial Information Security Program and Employee Handbook, ensuring compliance and security in all administrative activities. Maintain detailed working knowledge of various business processes and related applications to provide technical and operational guidance and assistance to credit union staff. Contribute to translating business requirements into Salesforce CRM solutions. Establish and document configurations and processes to support all areas of responsibility. You will make a difference as you live out our purpose:
Complete requests for support pertaining to Salesforce platform solutions. Ensure quality testing and delivery of solutions on the Salesforce platform. Liaise with support vendors to ensure the configurations and processes are functioning efficiently and as intended. Develop ad-hoc reports on the Salesforce platform as requested by users or stakeholders. Proactively research and make recommendations regarding new features made available with new versions or releases. Assist in training users of Salesforce. Develop and leverage external network for best practice sharing. Other duties as required. You will help grow the business:
Follow best practices regarding change management, system maintenance, configuration, development, testing, data integrity, etc. Monitor changes or problems on the Salesforce platform and communicate any impact to credit union staff and team members. You will continue to grow professionally:
Keep current with Salesforce and industry trends and best practices. Research enhancements to the platform and potential impacts and benefits. Collaborate on decisions with other business units and IT leadership and implement as appropriate. Continue to develop knowledge of industry practices, products, and professional growth. Participate in appropriate learning opportunities and certifications to maintain expertise. Minimum Requirements:
A Bachelor's degree or equivalent work experience. Salesforce Administrator Certification. Salesforce Advanced Administrator Preferred. Experience with Financial Services Cloud Preferred Experience with nCino Preferred 5+ years of experience in financial services software solutions preferred. Experience in Agile development methodology a plus Strong analytical, problem-solving, and debugging skills. Ability to flourish in a collaborative work environment. Ability to communicate with internal customers.
Additional bonus compensation is earned in this role.