Job Description

Description

Position Summary: 

The Salesforce Administrator supports the configuration, maintenance, and improvement of our Salesforce platform. This entry-level role is ideal for someone with foundational Salesforce and nCino knowledge who is eager to grow their skills in a collaborative, agile environment. The Salesforce Administrator will work closely with business users, business analysts and senior system administrators to ensure the platform meets evolving business needs.

**This is a remote position in the Wisconsin area**

Key Responsibilities:

• Conduct routine system audits and data cleanup to ensure data integrity
• Support planning and execution of software upgrade processes
• Serve as the first point of contact for end-user support related to Salesforce and nCino platforms 
• Perform core administrative tasks for Salesforce and nCino, including user account and permission management, standard system configuration, and related maintenance activities 
• Assist in managing data feeds and system integrations related to Salesforce 
• Assist with development, testing, and deployment of new features and system enhancements 
• Create and maintain comprehensive technical documentation for system configurations and operational processes. 
• Collaborate with cross-functional teams to assess system capabilities and optimize business processes through tailored solutions. 
• Provide support for initiatives led by the Project Management Department and other business units. 
• Additional duties as assigned related to business needs.

Qualifications:
Education & Experience

• Experience in the financial services or credit union industry preferred
• 2-year associate degree with appropriate related experience required
• College degree with major in Information Systems, Finance, Accounting, Economics or Business-related field or equivalent technical experience preferred 
• 2+ years of financial institution or 4+ years of hands-on Salesforce experience
• Familiarity with Scrum and Agile methodologies preferred

Certifications

• Salesforce Administrator (preferred)

Skills & Competencies

• General banking knowledge
• Creative and analytical thinker with strong problem-solving skills
• 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
• Proven ability to meet deadlines, manage multiple priorities, and navigate both lateral and upward communication effectively.
• Exceptional verbal and written communication skills.
• Skilled at communicating effectively across all levels of the organization.
• Able to work independently as well as collaboratively within a team environment.
• Self-confident, highly motivated, and driven to succeed.
• Above average computer skills with knowledge of MS Word, Excel, Outlook Adobe and similar  

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