Prospect Mortgage Career Opportunities
Salesforce.com, Administrator, Project Admin, Analyst
CA - Sherman Oaks
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We are seeking a SalesForce.com Administrator-Analyst-Project Manager.

 

The ideal candidate to have experience not only with the day to day administration of SalesForce but has the breath and experience with the product to make recommendations on system features, figure out how to use SalesForce strategically and putting together new processes and procedures. Go live next quarter! The project has already started. Will consider candidates outside of California.  Position will be located in Sherman Oaks, CA.

This position will be responsible for the planning and analysis of business systems requirements for SalesForce, system changes or enhancements in coordination with business users, management, other IT resources and/or vendors. Work with business partners to identify practical solutions to business problems using SalesForce. The position will be responsible for the administration and ongoing support of SalesForce and other technologies related to SalesForce. Excellent verbal and written communication skills are required for this position as is a strong attention to detail and an ability to build relationships with all levels within the organization.

Duties and responsibilities

• Operates as primary system administrator and application configuration expert for SalesForce.com CRM, including but not limited to the following activities:
 Documents requirements and specifications for system implementation, enhancements, develops consensus for those enhancements.

• Creates, develops and maintains user roles, security profiles, workflow rules, and other system configuration options.

• Works with management to design and develop strong relationships with user groups to support user adoption, ensure proper use of SalesForce and productive growth and change around the application and corresponding business processes.

• Conducts research on the best practices and industry/functional trends.

• Supports both project and on-going support/maintenance activities related to SalesForce.com and other related application systems.

• Develops in-depth knowledge and proficiency of supported business areas and engages business partners in evaluating opportunities for process integration and refinement.

• Lead in the software design, configuration, and implementation using salesforce.com, Sales and Service Cloud.

• Manages data loads and data quality.

• Creates reports and dashboards for the management team.

• Trains new end users on the application and trains existing users on new features.

• Stays abreast of CRM and SalesForce.com best practices applicable to our industry.

• Conducts regular workflow analysis and application review sessions among both users and executives.

• Documents processes and creates documents to communicate processes.

• Participates in cross-functional teams that address strategic business issues involving CRM operations.

• Assisting with build imports of lead, contact or account data.

• Maintaining security profiles and access rights for users within the application.

• Configuring shared, custom reports.

• Escalating issues to SalesForce.com technical support as required.

Qualifications

• Minimum of 2-3 years hands-on experience with the configuration and ongoing administration of SalesForce.com.

• Experience with SalesForce.com messaging and integrations with other enterprise applications.

• Experience in analysis of business process, workflow and modeling.

• Understanding of project management practices and deliverables.

• Ability to create action plans & resolve obstacles to achieve deadlines.

• Demonstrated ability to create a positive and professional business relationship with internal and external clients & vendors.

• Ability to work independently in a fast paced environment is critical.

• Experience with other CRM is a plus.


• Experience with Financial Industry is a plus.
 Experience/Skills Required •Applicable B.S. or equivalent.•3+ years of demonstrated software implementation/management experience •Thorough understanding of software delivery methodologies, project management, change management, etc.•Demonstrated CRM experience desired.•Salesforce.com certification or desire to become certified.
Profile
Flexible; team member; organized; independent; strategic and analytical; detail-oriented; effective communicator; creative and lively intellect; appropriate sense of urgency; ability to learn new skills particularly technology.



 

 

We are seeking a SalesForce.com Administrator-Analyst-Project Manager.

 

The ideal candidate to have experience not only with the day to day administration of SalesForce but has the breath and experience with the product to make recommendations on system features, figure out how to use SalesForce strategically and putting together new processes and procedures. Go live next quarter! The project has already started. Will consider candidates outside of California.  Position will be located in Sherman Oaks, CA.

This position will be responsible for the planning and analysis of business systems requirements for SalesForce, system changes or enhancements in coordination with business users, management, other IT resources and/or vendors. Work with business partners to identify practical solutions to business problems using SalesForce. The position will be responsible for the administration and ongoing support of SalesForce and other technologies related to SalesForce. Excellent verbal and written communication skills are required for this position as is a strong attention to detail and an ability to build relationships with all levels within the organization.

Duties and responsibilities

• Operates as primary system administrator and application configuration expert for SalesForce.com CRM, including but not limited to the following activities:
 Documents requirements and specifications for system implementation, enhancements, develops consensus for those enhancements.

• Creates, develops and maintains user roles, security profiles, workflow rules, and other system configuration options.

• Works with management to design and develop strong relationships with user groups to support user adoption, ensure proper use of SalesForce and productive growth and change around the application and corresponding business processes.

• Conducts research on the best practices and industry/functional trends.

• Supports both project and on-going support/maintenance activities related to SalesForce.com and other related application systems.

• Develops in-depth knowledge and proficiency of supported business areas and engages business partners in evaluating opportunities for process integration and refinement.

• Lead in the software design, configuration, and implementation using salesforce.com, Sales and Service Cloud.

• Manages data loads and data quality.

• Creates reports and dashboards for the management team.

• Trains new end users on the application and trains existing users on new features.

• Stays abreast of CRM and SalesForce.com best practices applicable to our industry.

• Conducts regular workflow analysis and application review sessions among both users and executives.

• Documents processes and creates documents to communicate processes.

• Participates in cross-functional teams that address strategic business issues involving CRM operations.

• Assisting with build imports of lead, contact or account data.

• Maintaining security profiles and access rights for users within the application.

• Configuring shared, custom reports.

• Escalating issues to SalesForce.com technical support as required.

Qualifications

• Minimum of 2-3 years hands-on experience with the configuration and ongoing administration of SalesForce.com.

• Experience with SalesForce.com messaging and integrations with other enterprise applications.

• Experience in analysis of business process, workflow and modeling.

• Understanding of project management practices and deliverables.

• Ability to create action plans & resolve obstacles to achieve deadlines.

• Demonstrated ability to create a positive and professional business relationship with internal and external clients & vendors.

• Ability to work independently in a fast paced environment is critical.

• Experience with other CRM is a plus.


• Experience with Financial Industry is a plus.
 Experience/Skills Required •Applicable B.S. or equivalent.•3+ years of demonstrated software implementation/management experience •Thorough understanding of software delivery methodologies, project management, change management, etc.•Demonstrated CRM experience desired.•Salesforce.com certification or desire to become certified.
Profile
Flexible; team member; organized; independent; strategic and analytical; detail-oriented; effective communicator; creative and lively intellect; appropriate sense of urgency; ability to learn new skills particularly technology.



 

 

Prospect Mortgage is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.
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