What are the responsibilities and job description for the Salesforce Administrator position at Axos Bank?
Job Summary and Opportunity
As our Salesforce Administrator, you will be part of a collaborative project team responsible for successfully developing, customizing, and integrating Salesforce solutions. You will leverage a number of proprietary and standard technologies/tools and will be primarily responsible for administration and customization of our Enterprise Salesforce environment. This position is on-site and may be located in San Diego CA, Las Vegas NV, Centennial CO, Overland Park KC, and Cottonwood Heights, UT, or REMOTE.
Responsibilities
- Build Salesforce.com Declarative customizations & automations, including:
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- Architectural components: Objects, Record Types, Layouts, & Fields
- Automation components: Workflow rules, Flows, & Process Builders
- Efficiency components: Knowledgebase, Macros, Quicktext
- Omni-Channel components: Assignment Rules, Entitlements, LiveAgent, Glance & Five9 Integrations
- Develop deep understanding of the internal Consumer & Commercial Banking operations to lead complex projects and integrations to improve sales and service
- Promote business adoption of system capabilities and features (via trainings & webinars)
- Participate in all aspects of our Agile Project Methodology (including proper Change Management)
Requirements
- Bachelor's degree or relevant Salesforce certifications
- 2 years' as a Salesforce.com Administrator
- Operates in a Scrum/Agile Environment
- Five9, Conga, Glance, LoS, Marketing Cloud platforms
- Other cloud and on premise based systems
- Proven admin experience with SalesCloud, ServiceCloud, Knowledgebase & Communities
- Excellent understanding of Salesforce.com best practices and functionality
- Salesforce1 Mobile
- SQL
APPLY DIRECTLY FOR CONSIDERATION
Axos Clearing is a leading correspondent clearing firm serving independent broker-dealers in the retail, active-trading, and institutional markets. Axos Clearing also offers flexible custody solutions for Registered Investment Advisers (RIA) and is a subsidiary of Axos Financial publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).
We bring together human insight and digital expertise to anticipate the needs of our customers. Our team members are innovative, technologically sophisticated, and motivated to achieve.
Learn more about working here!
Pre-Employment Drug Test:
All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.
Equal Employment Opportunity:
Axos Bank is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state and local laws.
Job Functions and Work Environment:
While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.
The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
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