CONTACT: Heath Hamaguchi (213) 926-1183 | [email protected]

TITLE: Salesforce PM

LOCATION: Plano, TX.

I have a wonderful full time employment opportunity come up for a Salesforce professional. This will be a senior level role who will be working for a multi-billion dollar investment organization.

The candidate will be responsible for developing, customizing, and updating the firm’s Salesforce application. The candidate will join a highly talented team of wealth management and client service professional responsible for delivering superior service to sophisticated, high net worth individuals and large complex institutions.

Responsibilities

·        Lead projects delivering on a variety of Salesforce implementation, migration, and development efforts, including both project management and hands-on work

·        Customize and develop solution within the firm’s Salesforce platform to support critical business functions to meet objectives and company goals

·        Partner with internal teams to analyze, design and implement project strategies and ensure effective collaboration through all phases of development, testing and deployment

·        Work alongside business units to drive utilization of the Salesforce tool

·        Develop and maintain enterprise-scale solutions that are flexible and adaptable

·        Provide system administration support related to customized applications, user permissions, security settings and workflows

·        Conduct long-term improvement operations to ensure compatibility with evolving company requirements

·        Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

Qualifications

·        Bachelor’s degree in a technical field or equivalent experience required

·        Salesforce Certified Administrator Certification preferred 

·        Experience with Agile or SCRUM development environment preferred

·        Excellent written, verbal, and interpersonal communication abilities

·        Strong data management abilities

·        5+ Years’ experience in deploying Salesforce

Complete understanding of SalesForce best practices and functionality