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Salesforce / Ncino Administrator 4 (Remote)

Company

Hancock Whitney
Address , Gulfport, Ms
Employment type FULL_TIME
Salary
Expires 2023-06-10
Posted at 1 year ago
Job Description
Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
  • Ideal candidate will live in Hancock Whitney footprint.
JOB FUNCTION / SUMMARY:
You will be at the heart of efforts to maintain and improve our Salesforce.com platform. This is a highly visible position in which you will interface with senior leadership to provide business critical reports while also optimizing the function and use of this critical solution. You will have demonstrated experience promoting and increasing user adoption. Along with making sure the Salesforce system is operating correctly, you will provide training, and help to use and interpret the data to make key strategic decisions.
ESSENTIAL DUTIES & RESPONSIBILITIES:
  • Deep understanding of Salesforce platform, Lightning Experience as well as Salesforce platform architecture, out of the box functionality, configuration and customization.
  • Manage integrations and third party sales productivity applications.
  • Strong, positive communicator - both written and oral.
  • Utilizes advanced knowledge of SFDC and/or nCino to leverage the tools to fulfill business requirements.
  • Designs, develops, tests, documents, and deploys quality business solutions based upon business requirements as well as industry best practices.
  • Maintains a holistic view of all business processes and users in the system to understand cross-functional impacts with regard to configuration, process, workflow and reporting.
  • Collaborate with team members to design, configure/develop and deliver scalable Salesforce solutions based on requirements from stakeholders.
  • Excellent interpersonal skills.
  • Create and maintain custom objects/ fields, validation rules, layouts, reports, dashboards, profiles, permission sets, sharing rules, approval rules, lightning flows, to optimize business processes.
  • Creates and maintains clear and concise functional and technical documents, standard operating procedures, diagrams, and other system documentation.
Helpdesk Management / User Support
  • Support and troubleshoot production issues, as needed.
User Provisioning and Maintenance
  • Support the design of user set-up and maintenance.
  • Monitor user access and provide access review reporting to leadership for audit and security compliance.
Data Quality Assurance and Management
  • Create/update custom report types.
  • Creation and management of custom reporting/ dashboards within Salesforce as well as preparing ad hoc reports, data analysis whether within the platform or Excel.
  • Data cleansing, manipulation/transformation, upload/insert.
  • Performs data integrity (rules and merging records) functions establishing proper ownership and record type maintenance in accordance with business needs.
Development/Configuration
  • Create and maintain fields, views, reports, dashboards, campaigns and other salesforce.com objects and functions.
  • Create and maintain custom objects/ fields, validation rules, layouts, user provisioning and security, assignment rules, approval rules, lightning flows, etc. to optimize business processes.
  • Collaborate with internal teams effectively, seek to understand user experience and stakeholder perspective on operational processes, and deliver clear solutions to stakeholders.
  • Proactively seek out and identify needed system changes.
  • Leverage available documentation, training, team resources, and vendor support teams to administer all team applications.
Documentation and Process Control
  • Create and provide project plans, requirements, and technical documentation for larger projects and long term initiatives.
  • Enforce Salesforce security best practices and SOX Compliance procedures.
Release and Sandbox Management
  • Plan and execute scheduled releases for multiple salesforce instances.
  • Manage deployments between sandbox environments.
  • Manage proper tracking of released components in version control.
  • Responsible for maintaining consistency between Salesforce sandbox environments, from Development through to Production
System Health and Wellness
  • Responsible for performing quarterly Health Check reviews, providing results to leadership for audit/compliance purposes.
  • Monitor code coverage monthly, escalating issues to development teams, vendors and leadership.
Testing and Training
  • Provide documentation to training teams indicating changes that should be communicated to end users.
  • Coordinate testing and deployment plans for complex change management/rollouts.
  • Perform smoke testing for bug fixes, user stories and user support requests.
SUPERVISORY RESPONSIBILITIES:
None
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
  • 5+ years of experience with change / release management within the SFDC application
  • Bachelor's degree or equivalent in information systems, computer science, or related field, or equivalent relevant work experience
  • 5+ years of Agile Scrum Methodology experience preferred
  • Strong business analysis and functional experience, including requirements gathering, creating/deploying solutions to end users
  • 5+ years of experience with the Salesforce Mobile App preferred
  • 5+ years of experience with the AppExchange tools preferred
  • 6+ years of experience supporting Salesforce.com configuration and customization
  • Public speaking and presentation skills required
  • 5+ years of experience with Outlook / MS Exchange / Salesforce integration preferred
  • Analytical hard skills with experience using at other BI Platform (in addition to native Salesforce reporting); preferred
  • Proven ability to build effective partnerships with business owners and technical partners
  • Salesforce Administrator Certification ADM-201 (or ADM-211) required
  • SOQL/SQL ability required
  • Salesforce Developer Certification DEV-401 (or DEV-501) preferred
PREFERRED QUALIFICATIONS:
  • Experience working with large-scale, complex datasets
  • Financial Service industry experience a plus
  • NCino experience preferred
  • Solid knowledge of Service Cloud features - Knowledge Base, Case Management, Email-to-Case, etc.
  • Experience managing and triaging user submitted issues via ticketing system(s)
  • Outstanding functional and project management skills; ability to gather requirements and distill information effectively across a variety of stakeholders.
  • Experience using Salesforce data tools (Data Loader, DemandTools, Eclipse Force.com IDE)
  • Advanced Excel skills (Macro, Pivot Tables, Vlookups, complex formulas)
  • Experience working in iterative projects, and with deployment strategies/processes (staging environment vs. production)
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
  • Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
  • Ability to work under stress and meet deadlines
  • Ability to read and interpret a document if required to perform the essential job functions
  • Ability to operate related equipment to perform the essential job functions
  • Ability to travel if required to perform the essential job functions
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.