CRM Administrator II

September 7

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Description

• Interact daily with internal business users to understand and support business process and technical requests. • Interact with all levels of the organization and must have excellent written and interpersonal communication skills. • Work with end users, subject matter experts, and technical resources to maintain the CRM database as needed. • Act as a primary end user support person, & escalation point for process & technical questions. • Oversee the maintenance of existing Salesforce & Dealcloud CRMs & related infrastructure. • Troubleshoot end user issues & provision/terminate users as necessary. • Address any feedback issues from end user expectations. • Develop and Facilitate End User Training. • Design, build and manage internal business system projects applying Systems Development Life Cycle Methodologies in compliance with the approved company project roadmap. • Aggressively meet project timelines. • Communicate weekly status updates to Director, CRM Implementation. • Manage weekly action items and project plans. • Manage the analysis of large data sets & manipulate as necessary.

Requirements

• A demonstrated passion for, and commitment to, our mission • 3+ years’ experience as a Salesforce or DealCloud Administrator or Technical Business Analyst • Industry experience in Financial Services, Banking, Private Equity, Asset Management a plus • Firm understanding of Software Development Life Cycle protocols • Solid communication, organizational skills & analytical reasoning • Extremely detail oriented mindset • Experience administering CRM, and PRM’s • Hands-on with Sales Cloud, Service Cloud, Financial Service Cloud, Experience Cloud • Hands-on building and modifying custom apps • Hands-on with Salesforce Flows and/or Dealcloud Automations • Hands-on with Approval Processes • Hands-on writing complex Formulas & Validation rules • Strong familiarity with Complex Automation and its capabilities • Experience training cross departmental users • Proficient at writing User Acceptance Testing documents • Ability to work well with team members and internal customers • Firm ability to analyze & problem solve complex business processes • Experience with the following applications: Salesforce, DealCloud, DocuSign, Outlook Integrations, DemandTools, DataLoader / Xappex, Conga, Account Engagement / Pardot, Formstack, Skuid, Box, Zoominfo/Preqin, Ironclad CLM, TaskRay • Unimpeachable integrity and glowing references • Outstanding communication and interpersonal skills, including empathy, intuition, and listening as well as strong writing, editing, and basic design skills. • High level of self-awareness and humility, with excitement about confronting uncomfortable situations or new challenges • Intellectual agility, curiosity, and creativity; problem-solving is your default mode

Benefits

• Discretionary bonus • Health care benefits • Retirement benefits • Paid days off including sick leave, parental leave, and vacation benefits • Other benefits reported for federal tax purposes