DescriptionThe Lead Salesforce Administrator will serve as a Salesforce SME administrator and analyst addressing the evolving needs of the organization. The administrator will engage with Business Stakeholders at all levels to understand their needs and challenges document functional requirements and specifications and implement the necessary changes in Salesforce by utilizing the most suitable solutions either within Salesforce or in collaboration with third party vendors or systems. This role owns the EPH Salesforce Roadmap including prioritization for development assessing impacts to other third-party systems maintaining technical specifications and related data tables and monitoring data quality.
Responsibilities- Partner with stakeholders to understand business goals metrics processes and requirements to identify system changes that will increase overall efficiency and improve the user experience.
- Design and implement customizations and enhancements (flows workflows process builders formulas custom objects and fields sharing rules page layouts reports and dashboards).
- Manage Salesforce security including roles profiles sharing rules workflows and groups.
- Evaluate new releases of Salesforce to determine functionality requirements and provide detailed information on how changes impact departments users and up/downstream systems and deploy releases and updates accordingly.
- Lead the architecture development and maintenance and documentation of the platform.
- Proactively identify gaps in the existing infrastructure and development process to drive system and solution efficiency.
- Provide direction in architecture discussions design sessions and code reviews on functional correctness architectural maintainability and performance.
- Provide guidance to users during planning meetings to help determine if/how Salesforce can be used or if items need to be migrated out of Salesforce into other Quest systems.
- Collaborate across EPH to build implementation and training plans and end-user materials to drive adoption of system changes and enhancements.
- Lead key initiatives within organization from idea concept to completion including requirements gathering evaluating impact of requirements prioritizing initiatives and organizing cross functional resources to complete the initiative.
- Compile information needed as part of the monthly prioritization calls with the Senior Leadership team lead the call drive to consensus and coordinate resources to accomplish the prioritized list.
- Partner with technical delivery teams to effectively deliver solutions to production QA UAT Release Management & production support while managing scope schedule & cost considerations.
- Prepare & maintain technical design specifications system flow diagrams performance reporting & other system documentation.
QualificationsRequired Work Experience:
5 years experience as a Salesforce Administrator building custom applications and objects formula fields workflows custom views etc.
Preferred Work Experience:
Experience in the Health and Wellness industry is preferred.
Physical and Mental Requirements:
Ability to sit or stand for long periods of time
Knowledge:
Proficient in Microsoft Office products Outlook Word Excel PowerPoint
Skills:
- Ability to handle sensitive information & maintain high level of confidentiality.
- Action Oriented
- Manages Ambiguity
- Communicates Effectively
- Manages Complexity
- Drives Engagement
- Balances Stakeholders
- Optimizes Work Processes
- Tech Savvy
Required Experience:
Manager
DescriptionThe Lead Salesforce Administrator will serve as a Salesforce SME administrator and analyst addressing the evolving needs of the organization. The administrator will engage with Business Stakeholders at all levels to understand their needs and challenges document functional requirements an...
DescriptionThe Lead Salesforce Administrator will serve as a Salesforce SME administrator and analyst addressing the evolving needs of the organization. The administrator will engage with Business Stakeholders at all levels to understand their needs and challenges document functional requirements and specifications and implement the necessary changes in Salesforce by utilizing the most suitable solutions either within Salesforce or in collaboration with third party vendors or systems. This role owns the EPH Salesforce Roadmap including prioritization for development assessing impacts to other third-party systems maintaining technical specifications and related data tables and monitoring data quality.
Responsibilities- Partner with stakeholders to understand business goals metrics processes and requirements to identify system changes that will increase overall efficiency and improve the user experience.
- Design and implement customizations and enhancements (flows workflows process builders formulas custom objects and fields sharing rules page layouts reports and dashboards).
- Manage Salesforce security including roles profiles sharing rules workflows and groups.
- Evaluate new releases of Salesforce to determine functionality requirements and provide detailed information on how changes impact departments users and up/downstream systems and deploy releases and updates accordingly.
- Lead the architecture development and maintenance and documentation of the platform.
- Proactively identify gaps in the existing infrastructure and development process to drive system and solution efficiency.
- Provide direction in architecture discussions design sessions and code reviews on functional correctness architectural maintainability and performance.
- Provide guidance to users during planning meetings to help determine if/how Salesforce can be used or if items need to be migrated out of Salesforce into other Quest systems.
- Collaborate across EPH to build implementation and training plans and end-user materials to drive adoption of system changes and enhancements.
- Lead key initiatives within organization from idea concept to completion including requirements gathering evaluating impact of requirements prioritizing initiatives and organizing cross functional resources to complete the initiative.
- Compile information needed as part of the monthly prioritization calls with the Senior Leadership team lead the call drive to consensus and coordinate resources to accomplish the prioritized list.
- Partner with technical delivery teams to effectively deliver solutions to production QA UAT Release Management & production support while managing scope schedule & cost considerations.
- Prepare & maintain technical design specifications system flow diagrams performance reporting & other system documentation.
QualificationsRequired Work Experience:
5 years experience as a Salesforce Administrator building custom applications and objects formula fields workflows custom views etc.
Preferred Work Experience:
Experience in the Health and Wellness industry is preferred.
Physical and Mental Requirements:
Ability to sit or stand for long periods of time
Knowledge:
Proficient in Microsoft Office products Outlook Word Excel PowerPoint
Skills:
- Ability to handle sensitive information & maintain high level of confidentiality.
- Action Oriented
- Manages Ambiguity
- Communicates Effectively
- Manages Complexity
- Drives Engagement
- Balances Stakeholders
- Optimizes Work Processes
- Tech Savvy
Required Experience:
Manager
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