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The Position

Job Title

Job Description

SUMMARY

First United Bank is looking for an experienced, certified Salesforce Administrator to join our team! Reporting to the Business Systems Manager, the Salesforce Administrator will lead the ongoing development of our Salesforce.com deployments and orgs. The successful candidate will have a record of success in improving processes and adoption using the Force.com platform and work closely with functional leaders, organizational units, and subject matter experts to identify, develop and deploy new business processes including those impacting our lending, retail, wealth, mortgage and insurance partners. This role is part technical project manager, part administrator and part Salesforce analyst. The Salesforce Administrator will be responsible for executing the day-to-day configuration, support, maintenance and improvement of our internal CRM platforms.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

• Serve as primary system administrator for the Salesforce.com environment with 1500+ users
• Handle all basic administrative functions including declarative development, user account maintenance, reports and dashboards, workflows and other routine tasks
• Complete regular system audits and prepare for upgrades
• Coordinate the evaluation, scope and completion of new development requests
• Work with management team to establish suitable processes to support administrative, development, and change management activities; document approved processes in accordance with company standards Assist in training of new users, and grow the Salesforce.com skill set across the organization
• Effectively act as the liaison between our users, vendors and application development teams
• Work independently with members of the user community to define and document development requirements
• Recommend alternate approaches, analyze stakeholder impacts, and provide sizing estimates
• Design, develop, test and document scalable, high-quality business solutions on the Salesforce.com platform optimizing declarative functionality
• Become the functional expert for the business process and write the use cases, user stories, and acceptance criteria
• Participate in client requirements and design sessions
• Conduct unit, integration, and performance testing
• Coordinates, plans and leads user acceptance testing, end to end test execution and defect/change tracking
• Analyze and mitigate bugs and issues
• Participate in design and code reviews
• Provide support in fulfilling service requests
• Support and/or lead release planning and deployment
• Assess and make recommendations on processes, design, operations and testing
• Attend and effectively participate in all team meetings like Stand Up, Sprint, and Roadmap Planning
• Other duties as assigned

ADDITIONAL DUTIES AND RESPONSIBILITIES

• Participate in Change Control Committee
• Adherence to all First United Policies and Procedures
• Complete all required compliance exams on an annual basis
• Travel up to 10% of the time, possible
• Performs other duties as assigned

EMPLOYEE SPECIFICATIONS

In order to perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

REQUIREMENTS

• Bachelor’s degree in Business, Computer Science, Information Systems or related discipline from an accredited four-year college or university
• Salesforce Administrator Certification (201) with a minimum of 5 years’ experience working within the financial services industry using Salesforce Sales Cloud and Service Cloud
• Experience with Salesforce Lightning or Classic
• Effective collaboration skills in order to work with colleagues in multiple locations
• Extensive experience administering all Salesforce system admin level configurations such as permissions and security model, workflow automation, object structure and analytics, etc.
• Minimum of 3 years’ experience working with Agile/Scrum
• Experience mentoring junior-level Salesforce Administrator(s)
• Excellent interpersonal, oral and written communications and organizational skills
• Ability to write reports, business correspondence, use cases, and procedure manuals
• Ability to effectively present information to senior management and respond to questions from groups of managers, internal customers and vendors
• Ability to translate technical information to non-technical audiences
• Ability to translate business needs into technical specifications
• Ability to calculate figures and amounts such as interest, discounts, commissions and percentages
• Strong analytical skills
• Ability to effectively adapt to rapidly changing priorities and technology
• Highly knowledgeable on relevant operational policies, procedures and regulations
• Possess the ability to train others and clearly document standard operating procedures.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
• Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form
• Intermediate to advanced skills using suite of Microsoft Office products
• Adherence to deadlines and work schedules
• Attention to detail

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to walk; sit; use hands to finger, handle or feel; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee is frequently required to stand, climb or balance, talk and hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, color vision, depth perception and ability to adjust focus.

Work Environment

The characteristics of the work environment described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [email protected] for assistance.

First United Bank is an Equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.