Salesforce Administrator Analyst

Posted 24 Days Ago
Dallas, TX
Senior level
Information Technology
The Role
The Salesforce Administrator Analyst is responsible for ensuring optimal performance of Salesforce systems, upgrading and configuring systems, managing roles and profiles, maintaining Sales Cloud, and performing database maintenance tasks. The role also involves creating custom reports, documenting processes, and providing training and support in a financial services environment.
Summary Generated by Built In

Company Description

Vichara is a Financial Services focused products and services firm headquartered in NY and building systems for some of the largest i-banks and hedge funds in the world.

Job Description

Its an onsite role in Dallas

    Responsibilities

    • Business Analysis and QA
    • Ensuring optimal performance of Salesforce systems and products
    • Upgrading and configuring Salesforce systems for optimized integration
    • Managing Salesforce roles, profiles, sharing rules, workflows, and groups
    • Maintaining the sales cloud, as well as building custom reports and dashboards
    • Performing database maintenance tasks, including diagnostic tests and duplicate entry cleansing
    • Evaluating and installing new Salesforce releases, as well as providing training and support
    • Documenting processes, including error reports and changes to field history tables
    • Preparing reports for sales and other departments

    Qualifications

    Qualifications

    • Salesforce certified administrator or Salesforce advanced administrator certification
    • A bachelor's degree in computer science would be advantageous
    • 5+years of experience as a Salesforce administrator in a similar environment
    • Experience in performing Salesforce upgrades and ensuring successful integration
    • Exceptional ability to create and maintain Salesforce databases
    • In-depth knowledge of Salesforce products and their functionalities
    • Proficiency in creating Salesforce profiles, allocating roles, and managing access
    • Experience with Sales Cloud

    Additional Information

    Compensation - 120K

    Top Skills

    Salesforce
    The Company
    HQ: Ridgewood, New Jersey
    201 Employees
    On-site Workplace
    Year Founded: 2001

    What We Do

    Vichara Technologies is a niche technology services and solutions firm focused on solving complex Capital Markets challenges.

    Vichara’s solutions include valuation, analytics and risk management for fixed income asset classes with special focus on structured products (RMBS, CLO, CDO, CMBS/CRE, Whole Loans). vLens, our mortgage data platform allows for analysis of large mortgage data sets. Our philosophy is to provide most granular, accurate and timely analysis. Our clients take advantage of having insights before their competitors. We aim to provide exactly what you want and increase your productivity many folds by streamlining your investment process.

    Vichara also provides technology consulting, custom software development, system integration and infrastructure management services. Over the last decade, Vichara has built mission critical enterprise systems for securities trading, portfolio management, asset securitization, trading analytics, modeling, risk management, accounting and financial operations for many of the world’s leading financial institutions across the globe

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