• Salesforce Administrator

    ID
    2018-7150
    Job Locations
    US-CA-San Francisco
    Category
    Information Services
  • Overview

    First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business. We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.

     

    First Republic Private Wealth Management is expanding their current Salesforce environment and growing CRM capabilities in this expansion.  We are looking for a Salesforce Administrator to support this environment while maximizing efficiency and designing solutions for users’ needs.

     

    The Salesforce Administrator will coordinate with a number of different parties in our growth projects from all lines of business, with a specific focus on Private Wealth Management capabilities. 

    Responsibilities

    • Manage the current environment
    • Handle ongoing customizations
    • Manage system changes and roll out of new features
    • Develop and maintain integrations with 3rd party solutions
    • Coordinate with internal stakeholders to integrate outside systems through ETL/API development
    • Ensure system security and integrity
    • Maintain security and sharing rules
    • Map/reassign records and grant/remove user licenses when warranted
    • Test and QA of enhancements/changes
    • Manage system changes without disruption to users
    • Support and train users
    • Expand usage of Salesforce, training end users and incorporating their feedback
    • Communicate regularly with user base regarding new features and enhancements

     

    Qualifications

    Qualifications:

    • BA/BS degree in a computer discipline (or equivalent applicable experience)
    • SFDC administrator with at least 3-5 years of related experience. 
    • Knowledge of SFDC configuration including use of data loader, Salesforce for Outlook, and other third party tools
    • Experience with data migration in and out of SFDC for objects
    • Experience on SFDC business workflow
    • Salesforce Certification ADM201
    • Experience with Financial Services Cloud and/or Lightning is preferred

    Mental/Physical Requirements:

    • The ability to learn and comprehend basic instructions; understand the meanings of words and respond effectively; and perform basic arithmetic accurately and quickly.
    • Vision must be sufficient to read data reports, manuals and computer screens.
    • Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.
    • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
    • Position involves sitting most of the time, but may involve walking or standing for brief periods of time.
    • Must be able to travel in a limited capacity.

     

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