IMA Financial Group, Inc. · 2 days ago
Salesforce Administrator
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Financial ServicesInsurance
Growth Opportunities
Insider Connection @IMA Financial Group, Inc.
Responsibilities
Supports and demonstrates IMA’s core values
Owns and administers enterprise Salesforce application with some direction
Primary Business Liaison to proactively identify, analyze and document business requirements translating them into application solutions
Provides Tier 1 and 2 Salesforce Application Support including but not limited to: user set up, managing fields and layouts, automation, integration and troubleshooting
Provides Salesforce compliance and utilization improvement to ensure data accuracy and a streamlined sales process in conjunction with business partners
Provides direction to IT Support regarding Salesforce
Qualification
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Required
5+ years’ experience as a Salesforce Administrator
Prior experience in defining and documenting business requirements
Experience with content management and sales tools
Ability to build internal relationships with producers and sales leaders
Excellent communication skills
Strong attention to detail
Preferred
Bachelor’s degree
Experience with content management and sales tools, preferably in a financial or insurance organization
Benefits
Annual Performance Bonus
Stock Purchase
Medical Plans
Prescription Drugs
Dental
Vision
Family Assistance Program
FSA
HSA
Pre-Tax Parking Plan
401(k)
Life/AD&D
Accident
Critical Illness
Hospital Indemnity
Long Term Care
Short-term Disability
Long-term Disability
Business Travel Accident
Identity Theft
Paid Time Off
Flexible Work Options
Paid Holidays
Sabbatical
Gift Matching
Health Club Reimbursement
Personal and Professional Development
Company
IMA Financial Group, Inc.
With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain CapitalStephens Group
2020-11-01Private Equity· Undisclosed
2020-01-01Series Unknown· Undisclosed
Recent News
The Business Journals
2024-04-24
Insurance Journal
2024-04-24
Commercial Observer
2024-04-24
Company data provided by crunchbase