Salesforce Administrator at LendKey
Cincinnati, OH, US
LendKey is solving a complex challenge—to improve lives with lending made simple—by helping financial institutions compete in the digital age and provide a delightful customer experience, while providing borrowers with the simple, transparent, digital borrowing experience they have come to expect and desire. LendKey works with hundreds of credit unions and banks to conduct their education and home improvement loan programs.
The person in this role will be our go-to Salesforce.com lead & expert. This is a highly visible role within the organization to both the Management team and other groups within the company. This person will lead Salesforce.com reporting of our CRM data to help drive better decision making for our Sales, Marketing, and Management teams.
What you’ll do:
Maintain Salesforce.com CRM application on an ongoing basis--manage projects, campaigns (marketing campaigns, news/updates campaigns, etc.), and internal processes including marketing automation.
Responsible for maintaining the functional areas of data management, account and contact management, opportunities, case management, dashboards and reports etc.
Design various types of email templates to be sent to clients/prospects.
Plan and execute testing strategy prior to implementing any major change or launching campaigns.
Generate reports (internal and external), and customized, one-off reports on demand.
Analyze and provide recommendations on data analysis. A/B testing, Lead data, Sales data
Customize dashboards per management & business group requests.
Monitor new Salesforce released features/apps and functionality to provide recommendations to management.
Translate high-level user requirements into Salesforce enhancements, including custom objects, fields, record types, validation rules, and workflows in an Agile environment; identify appropriate implementation strategy for new enhancements & projects
Create training material and conduct internal training sessions for business users on Salesforce technology functionalities.
Improve operations by conducting systems analysis and recommending appropriate changes.
Manage user accounts, profiles, permission sets, roles
Develop custom reports
Manage and configure Salesforce integrations, including custom integrations
Champion data integrity and governance
Perform data analysis and some data migration
What we're looking for:
Results-focused and willing to ‘get hands dirty’ in order to drive projects forward and create high-quality work
Someone who is a team player and is eager to undertake tasks at any level when required
Ability to handle changing tasks and priorities and adapt quickly
Does not hesitate to take ownership of problems and identify and implement solutions
Bachelor's Degree in business, MIS, computer science, related discipline or equivalent experience
2 - 4 years' experience administering Salesforce
Salesforce Certified Administrator credential
Strong focus and acumen with data management, reporting and analysis; attention to detail
Excellent verbal and written communication skills