The Role
Administer and enhance Salesforce Sales Cloud and Service Cloud environments, including user access, security, automation, reporting, dashboards, data management, testing, deployments, troubleshooting, documentation, compliance, and end-user training. Collaborate with stakeholders to gather requirements and deliver governed Salesforce solutions supporting banking and financial services operations.
Summary Generated by Built In
Salesforce Administrator
Job requirements
- We are seeking an experienced Salesforce Administrator to support and enhance the Salesforce ecosystem for a leading Banking and Financial Services organization. The ideal candidate will be responsible for day-to-day administration, user support, configuration, data management, security, reporting, and optimization of Salesforce platforms while ensuring compliance with enterprise governance standards.
- Key Responsibilities
- Administer and maintain Salesforce environments, including Sales Cloud, Service Cloud, and related applications.
- Configure and manage users, roles, profiles, permission sets, sharing rules, and security settings.
- Create and maintain workflows, approval processes, validation rules, flows, and automation solutions.
- Design and develop dashboards, reports, and analytics to support business and operational decision-making.
- Perform data management activities, including imports, exports, cleansing, deduplication, and data quality monitoring. Support release management, testing, and deployment activities.
- Troubleshoot system issues and provide timely resolution to business users. Collaborate with business stakeholders to gather requirements and translate them into Salesforce solutions. E
- nsure compliance with financial industry security, audit, and regulatory requirements. Maintain documentation for configurations, processes, and system changes. Provide guidance and training to end users on Salesforce functionality and best practices.
- Mandatory Skills
- 5+ years of Salesforce Administration experience.
- Strong expertise in Salesforce Sales Cloud and Service Cloud.
- Hands-on experience with Salesforce Lightning Experience.
- Proficiency in Flows, Process Automation, Validation Rules, and Approval Processes. Experience with Profiles, Roles, Permission Sets, Sharing Rules, and Data Security. Strong knowledge of Reports and Dashboards.
- Experience with Data Loader and data migration activities. Understanding of Salesforce release management and deployment processes.
- Excellent troubleshooting and stakeholder management skills.
Skills Required
- 5+ years of Salesforce Administration experience
- Strong expertise in Salesforce Sales Cloud and Service Cloud
- Hands-on experience with Salesforce Lightning Experience
- Proficiency in Flows, Process Automation, Validation Rules, and Approval Processes
- Experience with Profiles, Roles, Permission Sets, Sharing Rules, and Data Security
- Strong knowledge of Salesforce Reports and Dashboards
- Experience with Data Loader and data migration activities
- Understanding of Salesforce release management and deployment processes
- Excellent troubleshooting and stakeholder management skills
Brillio Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Brillio and has not been reviewed or approved by Brillio.
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Healthcare Strength — Healthcare is considered comprehensive, including medical coverage for employees and dependents alongside life, disability, and accidental death protections. Feedback suggests these protections are a core strength of the package.
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Leave & Time Off Breadth — Time-off options include paid leave and parental leave, with flexible or ‘flexible PTO’ approaches cited in some contexts. Feedback suggests this breadth helps support work-life balance when team norms permit usage.
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Wellbeing & Lifestyle Benefits — Wellbeing offerings span counseling, financial-management sessions, fitness programs, and travel insurance, plus region-specific extras like discounted IT hardware and work-from-home essentials. Feedback suggests these add-ons enhance perceived value beyond core insurance.
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The Company
What We Do
Brillio is the leader in global digital business transformation, applying technology with a human touch. We help businesses define internal and external transformation objectives, and translate those objectives into actionable market strategies using proprietary technologies. With 2600+ experts and 13 offices worldwide, Brillio is the ideal partner for enterprises that want to quickly increase their core business productivity, and achieve a competitive edge, with the latest digital solutions.
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