BHG Financial · 14 hours ago
Salesforce Administrator – Data Specialist
United States
Full-time
Remote
Entry, Mid Level
2+ years exp
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Responsibilities
The Salesforce Administrator will perform regular audits of Salesforce data to identify and correct errors, duplicates, incomplete entries, and inconsistencies
Implement and monitor automated data validation rules, workflows, and triggers to maintain data accuracy
Collaborate with various departments to ensure the data they input adheres to Salesforce data standards
The Salesforce Administrator will develop and execute strategies to archive outdated or unused data while ensuring compliance with data retention policies
Manage data storage limits and ensure efficient use of Salesforce storage
Implement archiving tools and integrations for long-term data storage, such as Grax
The Salesforce Administrator will design, develop, and maintain customized reports, dashboards, and KPIs to provide business insights
Work with stakeholders to identify data analysis needs, translating them into actionable reports and metrics
Support business units with data extraction and preparation for deeper analysis or business presentations
The Salesforce Administrator will enforce data governance policies, ensuring proper data entry, usage, and quality control measures
Act as the point person for Salesforce data management and establish best practices for maintaining a clean, reliable dataset
The Salesforce Administrator will provide user support on Salesforce functionalities related to data cleaning and reporting
Train users on data management best practices and data entry processes to minimize errors
Collaborate with Salesforce developers and consultants to implement necessary system changes or enhancements
Document data object hierarchy and use cases
The Salesforce Administrator will assist in integrating third-party data tools with Salesforce to streamline data cleaning and analysis efforts
Automate data management tasks where possible to optimize efficiency and data integrity
Qualification
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Required
2+ years of experience as a Salesforce Administrator or Data Analyst, with a focus on data cleaning and analytics
Proficiency in Salesforce Reports, Dashboards, Data Loader, and Excel for data manipulation
Experience with Salesforce data archiving strategies and tools, including Grax
Salesforce Admin certification (e.g., Salesforce Administrator, Advanced Administrator) is highly desirable
Knowledge of tools like Workbench, Field Trip, and data visualization platforms (e.g., Tableau, Power BI) is a plus
Experience working with data governance frameworks and policies
Strong analytical and problem-solving skills with the ability to interpret data and provide actionable insights
Attention to detail and a proactive approach to identifying and correcting data inconsistencies
Excellent communication and collaboration skills, with the ability to interact with stakeholders at all levels
Benefits
Medical/Rx/Dental/Vision coverage for employees and their eligible family members
Competitive PTO and vacation policies
1 Friday off each month for Wellness Weekends
Company 401(k) plan with employer contributions after one year
Company-sponsored training and certification opportunities
Quarterly award ceremonies where top achievers are celebrated and receive additional bonuses
Ongoing volunteer opportunities to give back to the community through our BHG Cares program
Company
BHG Financial
BHG Financial creates financial solutions for business executives, consumers, and financial institutions.
1,001-5,000 employees
Funding
Current Stage
Late StageLeadership Team
Tyler Crawford
Chief Operating Officer
A
Allison Laforce
Human Resources Business Partner II
Recent News
2024-04-07
2023-10-05
Company data provided by crunchbase
