Title: Salesforce Admin
Location: Wilmington, NC
Perm Role

Remote to start but will need to relocate after Covid to Wilmington or Raleigh, NC - will pay for relocation.
Full medical benefits for the entire family.

If interested, please send your resume to [email protected]

The Salesforce Administrator role is responsible for implementing, administering, and maintaining enterprise and client relationship management (CRM) applications for the institution's infrastructure including the Salesforce platform. These applications control loan production lifecycles and service request lifecycles and manage prospects, campaigns, loans, business relationships, partners, and contacts.

What You'll Do...

• Perform basic administration of Salesforce instance and security settings using the standard aspects of the Salesforce Setup menu.
• Manage the loan lifecycle and CRM applications implemented on the Salesforce platform.
• Identify and diagnose end user problems in a manner that exemplifies our high standards of customer service.
• Develop and maintain custom reports, dashboards, and processes to continuously improve data quality, process integrity and productivity.
• Assist with the institution's data maintenance including auditing and diagnosing data integrity issues and completing bulk imports of data.
• Define, communicate, and manage a change management (release) process to develop and implement new vendor application extensions or updates to existing applications.
• Perform intermittent application testing of new nCino releases and internal organizational changes.
• Perform updates to basic nCino configuration to include nominal application configuration such as creating validation rules, workflow rules, and approval processes for form generation templates and credit memo templates.
• Understand, create, and manage various Salesforce and nCino syntax.
• Create, update, and manage nCino Support Cases. This includes researching documentation available in nCino's Community platform, clearly defining the issue, and actively working with nCino's Support Services team to resolve the case.
• Perform batch reassignment of accounts and opportunities based on organizational changes.
• Monitor user adoption rates and respond as needed.

How You'll Do It

• Develop training plans, materials, and documentation for application users, keep materials up to date, and coordinate ongoing training sessions for new users.
• Deliver training and communication to business users, including collaborating with management to identify new and creative opportunities to leverage the applications to support additional business processes or functions.
• Recommend best practices based on interactions with the user community.

Required and Preferred Experience

• Bachelor's degree in a business or technology field or equivalent work experience.
• 1-3 years of experience in an enterprise IT role or technical related role.
• Completed the Salesforce Administrator Certification
• Moderate to advanced knowledge of workflow applications, including Salesforce.
• Proficiency in data manipulation and using data-related applications.
• Exceptional interpersonal skills that involve collaborating with internal and external contacts regarding complex policies, procedures, or programs.
• Ability to use independent judgment, investigation, concept development, information interpretation, and collaboration with other departments.
• Strong overall technical background.
• Advanced project management skills.

Required to Thrive...

• Dedication - You possess a deep commitment to mission and core values, exemplified through a strong work ethic, adaptability and pride in your work.
• Ownership - You take initiative to deliver positive results by proactively and creatively solving problems, while maintaining a high degree of quality.
• Innovation - You embrace fresh ideas and fearlessly contribute new solutions to emerging or existing problems.
• Teamwork - You foster collaboration, accountability and trust with others and understand that together, we do more.
• Respect - You treat everyone with courtesy, politeness and kindness.

The Company is an equal opportunity employer and makes employment decisions on the basis of merit and business needs. The Company will consider all qualified applicants for employment without regard to race, color, religious creed, citizenship, national origin, ancestry, age, sex, sexual orientation, genetic information, physical or mental disability, veteran or marital status, or any other class protected by law. To comply with applicable laws ensuring equal employment opportunities to qualified individuals with a disability, the Company will make reasonable accommodations for the known physical or mental limitations of an otherwise qualified individual with a disability who is an applicant or an employee unless undue hardship to the Company would result.