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Dext Capital · 1 day ago

Salesforce Administrator

Lake Oswego, OR

Full-time

Onsite

Entry, Mid Level

$75K/yr - $85K/yr

2+ years exp

Dext Capital is a National, innovative financial services company headquartered in the Portland Metro area. They are seeking a motivated individual to join as a Salesforce Administrator to manage and customize the Salesforce CRM system to support business strategy and objectives.

Angel InvestmentFinancial ExchangesFinancial ServicesHealth CareImpact InvestingVenture Capital

Responsibilities

Manage user accounts end-to-end, including onboarding, deactivation and maintaining roles, profiles and permission sets to ensure proper access and data security

Provide day-to-day support, troubleshoot issues, and provide training to Salesforce users by creating user guides and conducting training sessions

Tailor the Salesforce environment to fit the company’s workflow and processes. Customize fields, page layouts, record types and create custom objects to support operational needs

Ensure salesforce data integrity by managing security settings and conducting regular security audits. Oversee data imports, exports and updates, removing duplicates and ensuring accurate records

Implement automation tools within salesforce, such as workflows, process builders and validation rules, to streamline processes and improve efficiency

Manage salesforce-related projects, coordinating with different departments to understand their needs and implementing solutions accordingly. Staying updated with new salesforce features and updates, and assessing how they can be utilized for the benefit of the company

Coordinate with external salesforce vendors or consultants for additional support or specialized projects

Research, install, maintain and upgrade third party packages into the salesforce environment

Stay current on change to the core salesforce clouds (Sales, Service, Experience)

Ensure compliance with industry regulations and internal policies regarding data management and security best practices

Qualification

Salesforce AdministrationSalesforce Platform Administrator CertificationDevOps platforms experienceCommunication skillsProblem solving skillsAdaptabilityCollaboration