Associate Sales Database Administrator-Woburn, MA

Presidio, Inc. Woburn , MA 01801

Posted 7 months ago

Key Duties & Responsibilities:

  • Handle all basic administrative functions including user account maintenance, reports and dashboards, workflows and other routine tasks

  • Own and manage Salesforce reports and dashboard administration

  • Coordinate the evaluation, scope and completion of new development requests.

  • Work with our institutional management team to establish suitable processes to support administrative, development, and change management activities

  • Assist SFDC users with understanding system and training modules

  • Work independently with members of the user community to define and document development requirements

Skills Required:

  • Excellent project management skills and a positive attitude

  • Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upwards

  • Creative and analytical thinker with strong problem-solving skills

  • Must demonstrate exceptional verbal and written communication skills

  • Must demonstrate ability to communicate effectively at all levels of the organization

  • Ability to critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs

  • Ability to assess the impact of new requirements on Salesforce.com and all upstream and downstream applications, systems and processes

Experience Required:

  • Bachelor's Degree and 2-3 years of experience using/working with the Salesforce tool

  • Strong understanding of the platform, with the ability to build custom apps and objects, formula fields, workflows, custom views, and other content of intermediate complexity

  • Strong understanding of Salesforce.com best practices and functionality

  • Strong data management abilities

  • A documented history of successfully driving projects to completion

  • A demonstrated ability to understand and articulate complex requirements

  • Experience with IT sales preferred

Presidio is a leading North American IT solutions provider focused on Digital Infrastructure, Cloud and Security solutions to create agile, secure infrastructure platforms for middle-market customers. We deliver this technology expertise through a full life cycle model of professional, managed, and support services including strategy, consulting, implementation and design. By taking the time to deeply understand how our clients define success, we help them harness technology advances, simplify IT complexity and optimize their environments today while enabling future applications, user experiences, and revenue models. As of June 30, 2018, we serve approximately 8,000 middle-market, large, and government organizations across a diverse range of industries. Approximately 2,900 Presidio professionals, including more than 1,600 technical engineers, are based in 60+ offices across the United States in a unique, local delivery model combined with the national scale of a $2.8 billion dollar industry leader. We are passionate about driving results for our clients and delivering the highest quality of service in the industry. Presidio is majority owned by affiliates of investment funds managed by affiliates of Apollo Global Management, LLC (NYSE:APO).

#LI-LM1

  • Presidio, Inc. is an Equal Opportunity/Affirmative Action Employer/ VEVRAA Federal Contractor. All qualified candidates will receive consideration for this position regardless of race, color, creed, religion, national origin, age, sex, citizenship, ethnicity, veteran status, marital status, disability, or any other characteristic protected by applicable federal, state and local statutes, regulations and ordinances.

To read more about employment discrimination protections under federal law, please visit: https://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf

If you have any difficulty using our online system and need an accommodation in the job application process due to a disability, please send an email to recruitment@presidio.com for assistance.

Presidio, Inc. is a VEVRAA Federal Contractor requesting priority referrals of protected veterans for its openings. State Employment Services; please provide priority referrals to recruitment@presidio.com

RECRUITMENT AGENCIES PLEASE NOTE: Presidio has a strict PSL in place and will only accept applications from agencies/business partners that have been invited to work on this role through the Presidio portal. Candidate Resumes/CV's not submitted through the Presidio portal or submitted directly to Hiring Managers will be considered unsolicited and will be treated as gifts and no fee will be payable. Thank you for your cooperation.


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Teller Supervisor Woburn (2020026)

Meridian Bancorp, Inc.

Posted 1 week ago

VIEW JOBS 2/16/2020 12:00:00 AM 2020-05-16T00:00 POSITION SUMMARY Supervise the daily activities of the teller line staff including scheduling, training and adherence to bank policies and procedures. Lead and direct the work of the teller line staff and encourage the attainment of sales goals. Resolve complex customer issues, perform teller line transactions, and oversee maintenance of appropriate logs and reports related to the teller line operation. Provide back-up assistance to the branch management team, Sales and Service Representatives, and other branch departments as needed. Assist in training new tellers and monitoring and evaluating their progress. Follow bank policies and procedures to avoid violation, minimize risk and protect the bank. ESSENTIAL RESPONSIBILITIES * Process branch customer transactions such as receiving and verifying deposits, mortgage and loan payments, disbursement of funds by withdrawal, cashing checks, and completing all business transactions as needed. Follow bank policy and procedures for conducting transactions. * Assist customers with completing account transactions and paperwork. Review documents for accuracy and completeness. Prepare other negotiable items requested by customers such as Bank checks and money orders within limits of authority as needed. * Explain and refer other Bank products and services to customers at the window to build multiple relationships. Coach and motivate tellers to refer bank products and services daily and to maintain high level of work quality. Monitor progress to ensure success goals are met daily and promote positive customer relations by servicing the customer according to EBSB corporate and division standards. * While performing the other responsibilities listed here, supervise the daily operational activities of the teller line staff to ensure that accurate, efficient and friendly customer service is provided. Perform overrides within limits of authority. * Perform cash management duties such as: monitoring reserve cash including daily settlement, distribution and collection from tellers, completing cash flow analysis worksheets, ordering and shipping cash when necessary, balancing ATM daily, and conducting consolidation of daily work and branch settlement. Assist staff in locating and resolving errors, and perform routine and random cash audits. * Access customer account records using bank teller software application to respond to customer inquiries regarding accounts and transactions. Verify transactions and account balances and ensure that transactions are in compliance with Bank policy, as well as state and federal regulations such as Reg CC, Reg DD, and BSA. Understand and follow CIP procedures. Complete OFAC verifications and recognize when CTRs and SARs are to be completed and filed. Refer unusual questions and account activity to supervisor. * Research and resolve complex customer issues and complaints and follow through to completion. May prepare correspondence on matters related to customer accounts. * Perform additional duties weekly or monthly as appropriate such as: preparing night deposit bags, operating the drive-up window, filing and scanning records, assisting with audits, and distributing and collecting cash to and from tellers. * May open or close the branch as schedule requires. QUALIFICATIONS * High school diploma or equivalent * At least 6 months as a teller and sales experience meeting goals SKILLS * Excellent customer service skills * Ability to cross sell products and services * Proficiency in operating teller and platform software and business machines * Strong knowledge of customer service standards * Ability to accurately process bank transactions including but not limited to cash deposits, withdrawals and transfers * Ability to count money accurately and distinguish denominations * Ability to operate teller and platform software and business machines PREFERENCES * At least 6 months previous supervisor experience * Multilingual capabilities and/or multicultural perspective East Boston Savings Bank is proud to be an Equal Opportunity Employer that values diversity and the strength it creates. The bank recruits and hires qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ancestry, age, marital status, genetic information, physical or mental disability, pregnancy, pregnancy-related conditions, military service, protected veteran status, or any other class protected by federal, state, or local law. Job Location Woburn, Massachusetts, United States Position Type Full-Time/Regular Apply Meridian Bancorp, Inc. Woburn MA

Associate Sales Database Administrator-Woburn, MA

Presidio, Inc.