Company Description:

AB is a leading global investment management firm that offers high-quality research and diversified investment services to institutional clients, individuals, and private clients in major markets around the world. AB employs more than 500 investment professionals with expertise in growth equities, value equities, fixed income securities, blend strategies, and alternative investments, and, through its subsidiaries and joint ventures, operates in more than 20 countries. AB's research disciplines include fundamental research, quantitative research, economic research, and currency forecasting capabilities. Through its integrated global platform, AB is well-positioned to tailor investment solutions for its clients. AB also offers independent research, portfolio strategy and brokerage-related services to institutional investors.

IT Group Description:

Client Group Technology provides development, configuration, testing, project management, and business analyst support for the Client Group's applications and externally facing websites. The Client Group is comprised of Retail and Institutional Sales, Client Services, Business Development Groups, Marketing, with over 500 staff globally, concentrated in the US, Europe, Asia-ex Japan, Australia, and Japan.

IT Job Description:

We are seeking a San Antonio, Nashville, or London based Salesforce Administrator to join our CRM Team in Client Group Technology.

Describe the role:

Support our CRM platform as well as working on strategic enhancements by contributing to the configuration and development of the platform.

Describe the applications and business or enterprise functions the role supports:

This role will support the Salesforce.com instance supporting the Client Group. This individual will act as the first line of defense, to investigate and resolve incoming questions and issues, and to identify issues that require escalation to our development team. The role also involves configuration to adapt our CRM to better meet the needs of the business.

The key job responsibilities include, but are not limited to:

Key job responsibilities include contributing to the development and production support for CRM platform.

• Actively monitor production support queue, providing triage for incoming tickets
• Communication with users to understand issues they are facing
• Managing to SLAs, KPIs for issue acknowledgement, investigation, and resolution
• Coordinating with various internal technology teams to resolve issues
• Contributing to knowledge base for team to leverage for future issue resolution
• User Administration
• Grant/ remove and maintain user licenses
• Maintain security including sharing rules and security levels
• Design, Create and maintain user roles, profiles and hierarchies
• Gather requirements from end users for small enhancements
• Modify the system to increase benefits and usability
• Manage new releases of SFDC and efficiently roll out new features
• Create and maintain fields, views, reports, dashboards, campaigns and other salesforce.com objects and functions.
• Create custom objects when necessary.
• Handle on-going customization/ alteration of Salesforce.com
• Maintain, enhance, and create workflows, functions and configurations
• Create new reporting capabilities and respond to ad hoc reporting requests as needed
• Data Quality and Maintenance

What makes this role unique or interesting ?

The role will provide a wide variety of experiences and exposures, across different business units, processes, and technology.

Job Qualifications (The ideal candidate should have the following):

Qualifications, Experience, Education:

• 2+ years of solid hands-on Salesforce administrator experience
• Experience with production support or client service is preferred
• Experience with finance, asset management preferred
• Bachelor's degree or equivalent education/experience

Skills:

• Salesforce Administration
• Data analysis and reconciliations
• Strong Excel capabilities
• Great communication skills with enthusiastic personality
• Problem solving

Special Knowledge (if applicable):

• Certified Salesforce Administrator required

"People of color, women, and those who identify as LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies, as well as practices, seek to ensure that employment opportunities are available". #LI-SM1
San Antonio, TexasLondon, UK, Nashville, Tennessee