Senior Salesforce Administrator

CNL Financial Group Orlando , FL 32801

Posted 4 months ago

Essential Job Functions

  • Administer Salesforce on a day-to-day basis, including managing user accounts, profiles, permissions, page layouts, etc.

  • Develop reports, custom report types, dashboards and process to continuously monitor data quality and integrity.

  • Support business with specific troubleshooting and reporting requests.

  • Keep abreast of new features and functionality and providing recommendations for process improvements.

  • Prepare data files and upload the data into using Apex Data Loader or other approved technologies.

  • Manage operational requests such as creating rules around workflow, validation, fields, advanced formulas, custom objects, flows, etc.

  • Work in and deploy from a sandbox environment to test all changes to business logic and help shepherd those changes into production.

  • Maintain proper documentation of processes, policies, application configurations and continual modifications and help related materials.

  • Participate in and serve as a resource for any Salesforce related projects.

  • Assist management with vetting, selecting and implementing new Salesforce related technology solutions.

  • Provide technical support and troubleshooting assistance to users.

  • Log and tracking identified system problems through resolution.

  • Daily administration of a variety of business applications.

  • Support business with specific troubleshooting and reporting requests.

  • Provide in-depth research for specific and ad-hoc projects.


  • Excellent interpersonal skills, including verbal and written communication.

  • High degree of initiative and solution-oriented thinking.

  • Ability to prioritize and handle multiple tasks simultaneously.

  • Strong ability to use initiative and work autonomously under tight business sensitive deadlines.

  • Advanced customer service skills dealing with individuals at all levels of the organization.

  • Superior Microsoft Office skills.

  • Well rounded financial market and industry knowledge.

  • High degree of motivation, flexibility and creativity.

  • Able to use and interpret a wide range of secondary information sources.

  • Possess integrity and demonstrate ethical behavior in all matters with all stakeholders.

  • Sound analytical skills with the ability to successfully troubleshoot and problem-solve with both internal and remote users.

  • Self-motivated with ability to work independently and in a team


  • Bachelor's degree in Computer Science, Business, or a related field.

  • Salesforce Administrator and Platform App Builder Certifications required.

  • Minimum of 3 years as a Salesforce administrator or working on the Salesforce platform.

  • Experience using Salesforce data tools (Data Loader, Excel Connector, Eclipse, IDE).

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

  • Experience with business applications such as Oracle Fusion preferred.

  • Minimum of 2 years professional experience in the financial services and real estate industry preferred.

  • Familiarity with data bases or Microsoft SSRS a plus

  • Knowledge of SQL language.

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Senior Salesforce Administrator

CNL Financial Group