Salesforce Administrator/Project Manager

General Responsibilities: 

• Manage scope, schedule, project plan, tasks, resources and business partner satisfaction
• Manage customer expectations and build a mutually beneficial relationship with business partners
• Manage scope creep effectively without creating conflict between sponsors and project teams
• Adept in all aspect of change order management and milestone management
• Facilitate workshops and requirements sessions to gain an understanding of our business partners’ current state processes and technology specifically related to their mortgage lending programs.
• Analyze, design, and develop best practice business changes using cloud technology solutions, specifically Salesforce.com
• Daily administration and support of Angel Oak Mortgage Solutions Salesforce Org.
• Create and maintain fields, views, reports, dashboards
• Administer 3rd party applications (integrated with Salesforce)
• User support, training
• Manage user setup, profiles, roles, customization of objects, fields, record types, page layouts, validation, workflow rules, data validation and triggers

Maintain System, Security and Integrity

• Map hierarchies and territories in response to personnel changes
• Reassign accounts, contacts, leads and opportunities in response to personnel changes
• Maintain security including sharing rules and security levels
• Maintain user roles, profiles and hierarchies
• Monitor application storage usage and archive data as needed
• Research changes in upcoming versions of salesforce.com and other integrated applications; provide recommendations when necessary to enhance efficiency and productivity

Data Quality, Migration

• Monitor and improve data quality
• Maintain proper ownership of existing accounts, contacts, leads and opportunities in accordance with org guidelines
• Ensure data integrity by merging/removing duplicate leads, contacts, and accounts; performing mass uploads and updates of data as required
• Creating and maintaining documentation on processes, policies, application configuration

Report and Dashboard Creation

• Create and maintain dashboards
• Create and maintain reports (all types) including folder maintenance

Requirements:                

• U.S.-based; Applicants must be authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employee at this time.
• Bachelor’s degree and a minimum of four years of direct, hands-on Salesforce administration experience
• Strong expertise and knowledge of implementation, administration and configuration of enterprise systems like Salesforce.com
• Proficiency in Salesforce administrative skills such as creating users, profiles, roles, custom objects, custom fields, page layouts, Flows, validation rules, reports, dashboards and process builder
• Experience with programming languages such as VisualForce, Apex, SQL, JavaScript, HTML, Java,
• Understanding of relational databases
• Excellent communication, organizational and analytical skills
• Ability to interact with senior members of management, including C-level executives
• Detail oriented and self-starter with strong written and interpersonal skills
• Ability to work independently, as well as part of a team, on multiple projects
• Strong salesforce reporting background using standard reporting tools, all report types
• Experience with custom objects
• Previous re-engineering managed apps experience
• Experience with AppExchange and integrations with third party solutions
• Experience with Apex data loader/mapping
• Computer literate and proficient in standard office applications MSWord, Excel and Outlook

Preferred Qualifications:

• Experience working with Salesforce Marketing Cloud/Pardot
• Salesforce Administrator certification ADM201C, ADM211
• Salesforce admin experience with a Mortgage Company/Lender
• Experience working with Encompass (Loan Origination Software)
• Experience with Pardot
• Experience with CRM Analytics
• Experience with Agent Force