Salesforce Administrator
SALESFORCE ADMINISTRATOR
WHAT IS THE OPPORTUNITY?
The Salesforce Administrator is responsible to ensure that City National's Salesforce.com ecosystem is effective in meeting the business needs within the Division. The position will provide both strategic as well as day to day oversight over the configuration and management of the Salesforce instance, best practice recommendations, implementation of various bi-directional integrations and advanced workflows etc. This position will work closely with business management and stakeholders, business analysts and users within a fast growing environment to ensure the enterprise solution is built for scale and delivery of key insights.
Wealth Management Division: City National Rochdale
As a member of City National Rochdale, the company's Wealth Management group, you will provide white-glove service focused on intelligently personalized portfolio management for high-net-worth individuals, families, and institutions. For 30 years, City National Rochdale has helped clients achieve their goals, operating as a nimble, responsive, local boutique investment firm.
WHAT WILL YOU DO?
- Serve as the internal SME during the Implementation phase of Salesforce CRM. Work closely with executive stake holders, implementation partner, various internal IT and business teams and other 3rd party vendors to deliver a fully functioning CRM platform based on business requirements.
- Analyze implications of customizations within Salesforce and ensure adoption of best practices and standardized procedures.
- Configure and deploy Salesforce within the Division and provide ongoing administration and support post implementation, including user setup, profiles and roles, security, amend existing accounts, fields, record types, page layouts and data validations. Troubleshoot for business users, and configure the system as needed to adapt to business needs.
- Research, recommend and implement various Salesforce-based solutions along with integrations with third party apps and in-house applications including enterprise ETL and data integration frameworks, mobile device management as well as information security encryption broker solutions.
- Manage regular system maintenance and data cleansing activities, and proactively drive improvements to Salesforce and data governance strategies.
- Assist end users with process, workflows, and develop and create custom reports & dashboards within Salesforce.
- Develop and implement training for new users as well as encourage existing users to use the system on a daily basis with best practices in mind. Keep materials up-to-date and communicate future Salesforce releases and enhancements.
- Keep abreast of industry updates, new releases, and best practices. Review white papers and other Application exchange products that will ease business challenges.
WHAT DO YOU NEED TO SUCCEED
Must-Have*
- Bachelor's Degree
- Minimum 4 years of experience as a SalesForce.com Administrator
- Minimum 3 years of experience in the financial services industry
Skills and Knowledge
- Salesforce Certified Administrator (ADM201) preferred
- Solid understanding of Salesforce best practices
- Demonstrated ability to configure objects, fields, formulas, emails, triggers, workflows reports including dashboard and analytics
- Excellent verbal and written communications skills
- Strong analytical skills to respond to requested changes and identify customizations
- Excellent project management skills with experience in Agile methodologies
- Working knowledge of SQL, APEX classes and triggers, APIs is preferred
*To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.
ABOUT CITY NATIONAL
We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies.
In order to be hired and work at City National Bank, you must be fully vaccinated against COVID-19.