What are the responsibilities and job description for the Salesforce Administrator position at Alerus?
Position Summary:
The Salesforce Administrator is the technical owner of applications that are used by Alerus internal and external clients. This position is responsible to work closely with the applicable Business Unit to understand needs and concerns around the solution. Will use the application's native tools to develop and configure the system. Responsible to create efficiencies and utilize the system to the fullest and provide user and process escalation support.
Essential Responsibilities:
Job Function 1: Salesforce Administration – 40%
- Provide daily support to company users of the assigned application which includes creating and/or maintaining security settings, profiles and roles, permissions, assignment rules, user setup and termination, queues, licenses, capacity, testing and managing the deployment of software updates and storage management.
- Act as an advocate to promote adoption across the Company by providing solutions to internal clients.
- Engage with vendors to stay current on new releases and integrated solutions, utilizing the ‘Application Change Management’ process when applying updates or changes. Implement any new releases efficiently and effectively ensuring minimal to no disruption to internal clients.
- Proactively communicate system changes and new releases to the internal clients using guides, materials, and training to ensure clear understanding of the change and how it functions prior to implementation.
- Act as the liaison for assigned application users to troubleshoot and resolve system errors and issues.
- Support and maintain workflows, functions, and configurations within the assigned application.
- Create new reporting capabilities and respond to ad hoc reporting requests as needed.
- Create and manage project plans to track the status of projects and tasks, duration of time spent, and milestones completed.
- Serve as the company’s application system expert by participating in user group meetings, other trainings, and groups to continue development of system knowledge.
- Monitor application storage usage and archive data as needed.
- Provide on-call escalation support for Assigned Business Application.
Job Function 2: Develop & Enhance Utilization of Assigned Business Applications – 40%
- Analyze business needs and develop detailed requirements for software selection or systems development and prepare functional design specifications.
- Assist in preparing business case for recommended solutions, including software packages and evaluate new application software and the impact of application changes.
- Communicate project status, issues and problems to project leader while meeting deadlines and handling multiple tasks simultaneously.
- Provide instruction on various technical topics to other team members, managing an application project through the entire project life cycle while meeting project deadlines and initiatives.
- Coordinate the development of new functionality, testing and implement scheduled vendor releases and system upgrades, and correct system defects.
- Write, analyze, and debug code for assigned applications. Test, develop, and provide training and technical support for new applications or modification to existing applications.
- Ensure system changes follow change management procedures and protocols.
- Communicate all necessary application changes, enhancements, and procedures to all necessary internal department teams.
Job Function 3: Documentation and Backup – 10%
- Maintain documentation of functions in R&R database, Cherwell Ticketing System, and Azure DevOps.
- Act as backup for other IT Application Administrator functions.
- Assist team members during busy times.
Job Function 4: Project Management - 10%
- Act as a project coordinator for applications owned by the IT Applications Administration team.
- Assist the IT Business Solutions team as a project coordinator as needed.
- Coordinate project resource allocation with Business Unit owner.
- Develop project plans and coordinate project meetings.
- Coach, mentor, motivate and interact with project resources and vendors to ensure accountability
- Regularly communicate between project meetings to stay abreast of resource progress and project status.
- Coordinate and share meeting content in the form of minutes.
Position Requirements:
Qualifications:
- Bachelor’s degree or equivalent combination of education and/or related experience.
- 3-5 years SFDC experience.
- Salesforce Admin Certification required and up to date 3 years SFDC Administration experience.
- Experience working in the financial services industry, preferred.
- Flexibility with schedule for backup coverage, system conversions, updates, and maintenance.
- Ability to adapt easily to change within a fast-paced environment.
Personal Characteristics:
- Demonstrated critical thinking abilities.
- Ability to analyze issues to determine appropriate actions and meet deadlines.
- Excellent verbal and written communication skills with the ability to interact professionally with a diverse group including executives, managers, and internal clients.
- Strong organizational and time management skills.
Physical Demands - Must be met with or without a reasonable accommodation:
- Extended periods of time sitting at a desk and using office equipment.
- Ability to operate a personal computer/laptop for approximately 8 hours per day.
- Extended time is spent reviewing physical and electronic documents.
- The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision.
- Periodically, may also do light lifting of supplies and materials which weighs in at approximately 20 lbs.
- Will spend most of time in an indoor environment.
Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.