Salesforce CRM Administrator, Highland Capital Brokerage

Information Technology Opportunity in Insurance Industry

Salesforce CRM Administrator, Highland Capital Brokerage

Location(s):

3535 Grandview Pkwy., Suite 500, Birmingham, AL35243

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Remote applicants may potentially be considered for this role.

Schedule:

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule. Given the regional and travel requirements for this position, Osaic is open to remote applicants for this position.

Salary: $80,000 - $90,000 per year + annual bonus

• Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

• Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits

Summary:

The primary responsibility for this position is to build, maintain, and support an excellent internal CRM system for employees and customers. This role will need to be able to manipulate and standardize data, understand user sharing and visibility settings and build native flows/object components through declarative methods. Salesforce Lightning experience or demonstration of understanding is highly desired. APEX/Visualforce coding skills are not required but will be considered in the hiring process.

Responsibilities:

• Basic Salesforce organization maintenance including but not limited to: Flows and Approvals, creating/editing Permission Sets, Profiles/Page Layouts & Roles configuration, and Group/Queue management.

• Build and deliver custom reports with standard objects, custom objects, combinations of multiple objects, as well as custom report types.

• Demonstrate a strong understanding of data filtering logic and Salesforce field types.

• Review, configure, and deploy applications and managed packages from the Salesforce AppExchange. Maintain all relevant system and user permissions for excellent user functionality.

• Assist internal CRM users with ad-hoc needs in a timely and professional manner. Excellent communication with users including telephone follow-up, email communication and interpersonal social skills when meeting face to face.

• Collaborate with other departments to proactively address user needs and troubleshoot any system configuration-related issues that may arise.

• Establish individual and CRM platform goals with the CRM Administration Team.Determine appropriate strategies to attain goals and align items with product/service roadmaps.

• Stay up to date with industry trends and developments in CRM cloud computing.

Education Requirements:

• Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. A minimum high school diploma or equivalent is required.

Basic Requirements:

• 1-3 years of experience in Salesforce administration

• Salesforce Administrator certification or equivalent experience is required

• Strong analytical skills for problem solving

• Familiarity with Agile/SCRUM methodologies

• Knowledge of database design and theories

• Familiarity with database management best practices

• Knowledge of IT security best practices

• Servant leadership

• Positive attitude

• Excellent oral and written communication skills

Preferred Requirements:

• Experience in financial industry is a plus, but not required

• Microsoft Power BI, Tableau, Qlik or similar knowledge preferred

• Experience in Data Analysis/Data Stewardship preferred

• Lightning User Interface usage, customization, and Lightning component experience

• Trailhead badges and ongoing learning history to demonstrate Salesforce knowledge