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Description

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At Members 1st, we look for individuals who will show up as their whole self because we value diversity, inclusion, and belonging, as well as people who believe in the philosophy of, WE>me. To be sure you align with our company mission, vision, values and culture reference the information below.

Company Culture is at Our Core

If there is one concept, we want you to understand about us, it is this. WE. It is a simple little word but means everything here. We think as one. One faM1ly. One community. One place where everyone belongs. Everything we do is in the best interest of all of us.

What WE Believe

Our Missions: WE serve our members, associates, and communities through support, empowerment, and meaningful relationships.

Our Vision: WE are growing our faM1ly by delivering everything they need to live well financially, through all life’s moments and milestones.

Our Values: WE deliver unparalleled experiences through a culture of WE. WE > me. WE are servant leaders- at work and in the communities we serve. WE are financially safe and sound stewards of members dollars. WE are faM1ly.

Company Perks: Quick Reference

• Competitive compensation with career growth opportunities, job security, annual increases and bonus potential
• Nationally recognized 401K with up to 10% company match that helps you prepare for your future
• A multitude of benefits and incentives to stay mentally and physically healthy
• Associate Tuition Assistance – WE may help cover the cost for your continuing education courses or degree
• Affordable cost sharing arrangement for three different medical plans, dental plan and vision plan
• 11 paid holidays and plenty of paid time off for life, vacations, staycations, and rest
• WE commit to providing a healthy work/life balance – to support all the other parts of life that are important to you
• WE cover visits to our confidential Employee Assistant Program for many difficult situations that life may throw your way
• With faM1ly always in our forefront, we offer Paid Parental Leave (for both mothers and fathers) to help support your time off to bond with your new child
• Make an impact through volunteering with one of our local charities or enjoy networking with our members at a local community event
• WE provide a strong commitment to our associates with our dedication to providing professional development, leadership training & coaching opportunities
• Opportunities to plan events, enhance recognition programs, network, and connect with other associates (both virtually and in-person) by joining or leading one of our four established Associate Resources Groups (ARGs)
• Women in Leadership
• Diversity, Inclusion and Belonging
• Care Connections
• PEER (Peer Experience, Engagement and Recognition)
• Mandatory fun? Yes, please. Enjoy team building, special events, and our faM1ly atmosphere
• Join a company that grows with you – personally and professionally

OVERVIEW:

The Salesforce Administrator administers the Salesforce Customer Relationship Management (CRM) application. The role will be responsible for maintaining the Salesforce platform including updates, enhancements, building reports, managing dashboards, workflows and security. The Salesforce Administrator will collaborate with operations teams and support system planning initiatives for the organization. This role will participate in implementation efforts and assist in onboarding new team members into CRM while providing support during transitional periods. In addition, the role will monitor end-user usage of systems and perform daily administrative and user support tasks. Key responsibilities include but are not limited to:

• Ensuring optimal performance of Salesforce CRM environment and products.

• Upgrading and configuring Salesforce systems for optimized integration.

• Managing Salesforce roles, profiles, sharing rules, workflows, and groups.

• Importing sales department leads, contacts, and other data and support with data cleansing and management.

• 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.

• Process tickets related to CRM or Marketing Automation tools and respond to internal administrative requests related to Salesforce or Marketing Automation.

EDUCATION

• General and business knowledge equivalent to a bachelor's degree

CERTIFICATIONS

• Salesforce Certified Administrator preferred; Salesforce App Builder preferred

EXPERIENCE

• 3-5 years of related experience

SKILLS

• Gathering requirements and proposing technical solutions

• Excellent relationship-building skills and ability to liaise with stakeholders at all levels

• Training users and creating training materials

• Understanding of Salesforce sharing and security (roles, profiles, permissions, OWD, sharing rules)

• Experience implementing Salesforce configuration changes including (but not limited to): Flow, fields, page layouts, record types, custom settings, dashboards and reports

• Proven project management ability

• Innovative and analytical thinker with solid problem-solving skills

• Detail-oriented mindset with a commitment to delivering high-quality work

COMPETENCIES

• Effective knowledge 

• Accountability and self-management

• Teamwork and leadership

• Communication

• Innovation and problem-solving

 WORKING CONDITIONS/PHYSICAL DEMANDS

• Ability to communicate effectively in English, both orally and in writing

• Visually able to perform activities such as preparing and analyzing data and figures, viewing a computer terminal, and extensive reading

• Ability to sit for extended time periods

• Sufficient manual skill for operation of PC keyboard and other standard office equipment

• Ability to travel, including occasional overnight travel

• Ability to exert minimum amounts of force occasionally to lift, carry, push, pull or move objects

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