Convene · 1 week ago

Salesforce Administrator

New York, United States

Full-time

Onsite

Mid Level

$85K/yr - $95K/yr

3+ years exp

Wonder how qualified you are to the job?

Maximize your interview chances

Commercial Real EstateCoworking

Insider Connection @Convene

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Design, implement, and support solutions for Convene’s Salesforce instance and integrations with other core business systems: ie. Hubspot, Docusign, GetFeedback, Nexudus, and Sage

Automate business reporting and conduct ad-hoc reporting for executive teams – i.e. Sales, Marketing, Finance, Operations, and Technology teams

Work closely with business stakeholders, digital product, and engineering teams to plan, create, and perform User Acceptance Testing (UAT)

Continuously create and update technical documentation of current system setup, including custom objects, fields, flows, validation rules, and security configurations

Data management to improve Salesforce data quality, implementing rules and automation as needed

Work with fellow Salesforce administrators and Developers in agile sprints

Implement Salesforce configuration changes, including (but not limited to): Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, dashboards and reports

Proactive system maintenance including Security Reviews, Release Updates, Health Check, and Optimizer

Collaborate with Sales Enablement and other departments to develop comprehensive training materials and user documentation

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

SalesforceSales CloudSalesforce Administrator CertificationDatabase PrinciplesSOQLFlowApproval ProcessesFieldsPage LayoutsRecord TypesDynamic LayoutsCustom SettingsDashboardsChange ManagementGovernanceSalesforce CertificationsHospitality Industry ExperienceScrum Experience

Required

3+ Years of Salesforce experience required (Sales Cloud experience is a must)

Salesforce Administrator Certification (required)

Ability to translate requirements into scalable, best-practice technical solutions

Demonstrated proficiency with Salesforce's declarative capabilities, including but not limited to: Flow, approval processes, fields, page layouts, record types, dynamic layouts, custom settings, dashboards and reports, and change management and governance

Understanding of database principles and best practices, and can construct SOQL statements (if needed)