City National Bank ยท 1 day ago
Salesforce Support Officer
Beverly Hills, CA
Full-time
Onsite
Mid Level
$79K/yr - $126K/yr
3+ years expCity National Bank is a subsidiary of Royal Bank of Canada, focused on providing exceptional client relationships and services. They are seeking a Salesforce Support Officer to optimize the use of the Salesforce CRM platform within the division, providing training, support, and advocacy for new features to enhance business operations.
BankingFinanceFinancial Services
Responsibilities
Serve as the subject matter expert and first point of contact for day-to-day support of the Salesforce platform users: answer questions; help with access and usage requests and needs; identify and act on issues, including route or escalate to the appropriate corporate Salesforce support team for follow-up
Lead and champion division usage of the Salesforce platform by teaching and supporting users to perform marketing, sales, service, and other business functions
Act as the division advocate for the introduction of new ideas and Salesforce platform feature capabilities
Advocate, innovate and create Salesforce advancements
Provide feedback to corporate Salesforce support team to help design and execute a broader support model, inclusive of self-service materials/capabilities, coordination with the Help Desk
Support Salesforce evolution as new functionality and features are introduced, ongoing; participate in projects as a Subject Matter Expert to the division, to drive product roadmap successfully forward; support users as changes are introduced via communications and rollout support
Expand and improve knowledge base of the division users to minimize cases and avoid repeat issue escalation
Create and maintain custom reports and dashboards for division sales and business teams
Works closely with management team in the division to ensure optimal use of the tools
Support successful adoption of upcoming and ongoing Salesforce.com new release features
Lead and manage Salesforce and other related projects
Qualification
Required
Minimum 3 years of experience as a Business Analyst required
Minimum 2 years of experience in a related field (financial services, sales, CRM/customer relationship management) required
Minimum 3 years of experience in a technical support and/or customer service role required
Preferred
BA / BS degree or equivalent
Preference for individuals with related Salesforce.com certifications; if not yet held, ability to become certified with the first months of tenure
Preference for experience with Agile systems development, Salesforce.com, and /or CRM processes and platforms
Passion for the client and user experience
Strong analytical and problem-solving skills (identify issues, analyze root causes, structure problem assessments, develop options and recommendations)
Strong communication and negotiation skills and the ability to interact effectively
Strong attention to details in order to support platform users
Proven track record in achieving results; ability to coordinate and prioritize concurrent activities within deadline-driven climate
Ability to work independently and in collaborative teams
Strong verbal and written communication skills, including the ability to develop easy-to-understand user documentation and platform reports, and to explain solution steps for complex issues
Outstanding listening skills, and ability to patiently, constructively interact with diverse stakeholders who may be experiencing challenges with the platform
Proven ability to adjust quickly to shifting priorities, multiple demands, ambiguity and rapid change
Ability to successfully understand and implement policies, procedures and technology
Benefits
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Company
City National Bank
City National Bank offers a full complement of banking, trust and investment services. It is a sub-organization of City National.
1001-5000 employees
H1B Sponsorship
City National Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (76)
2024 (78)
2023 (145)
2022 (93)
2021 (107)
2020 (62)
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Howard Hammond
CEO City National Bank
Fiyaz Khan
Senior Vice President, Structured Products
Recent News
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