23 hours

Salesforce Administrator

USA Financial
Ada, MI 49301

Salesforce Administrator

Location: Ada, Michigan

Hours: Monday Friday: 8:00 am 5:00 pm

Type/Status: Full-Time, Salary Exempt


USA Financial seeks a certified Salesforce Administrator who is also a highly motivated self-starter, dedicated to helping non-technical users succeed through streamlined business processes and automation. Candidate must be friendly, pro-active, forward-thinking, and always learning. Candidate must be extremely detailed, and process oriented.


The Salesforce Administrator will work closely with functional leaders, organizational units, and subject matter experts to identify, develop, and deploy new business processes. This role is part technical project manager, part administrator and part Salesforce analyst. The Salesforce Administrator is responsible for executing on the day-to-day configuration, support, maintenance, and improvement of our CRM instance.


Strong written and verbal communication, critical thinking, and analysis skills are required. Candidate must be equally comfortable working independently or with others.


Key Duties & Responsibilities:

  • Serve as primary system administrator for the Salesforce.com environment

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

  • Manage integrations between other systems and Salesforce.com

  • Coordinate the evaluation, scope, and completion of new business process requests

  • Train new and existing users of Salesforce.com to increase the effectiveness of use across the organization


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

  • Demonstrated 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


Experienced with:

  • Minimum three years experience as a Salesforce.com administrator

  • Salesforce.com Admin Certified (ADM201 and ADM211)

  • Proven ability to design and implement new processes and facilitate user adoption.

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

  • Strong understanding of Salesforce.com best practices and functionality

  • Strong data management abilities


Company Overview:

USA Financial is a family of financial companies built to empower investors and financial advisors across the country. An independent firm, USA Financial is composed of FINRA-registered broker-dealer and registered investment advisor, insurance wholesaler, a registered investment advisor and formulaic trending money manager, a UMA/TAMP platform, technology and marketing firm, a multimedia firm and producer of the nationally syndicated USA Financial Radio Show, and a business refinement system for our advisors to achieve total client engagement.


USA Financial, founded in 1988, is one of the nations leading independent financial firms, providing an array of financial solutions to help advisors meet the growing demands of todays investors. USA Financial serves as the central support system to its independent financial advisors. By providing guidance, solutions, and an infrastructure, USA Financial remains singularly focused on helping its advisors by bringing a comprehensive team approach to the unique goals and needs of each individual client.


What USA Financial Team offers:

  • Medical Insurance

  • Life Insurance

  • Short-Term & Long-Term Disability

  • 401(k) Retirement Savings with company match

  • Paid Time Off

  • Paid Holidays (10/year)

  • Voluntary Group Dental & Group Vision Insurance

Interested in joining USA Financial?

Feel free to tour our website (but do not request any information you are not properly licensed to request) and then if you feel you are the right fit for the position, please apply and attach your resume and a detailed cover letter.


We reserve the right to respond ONLY to the candidates whom we choose to initiate further dialog with. Please do not respond multiple times as this will not improve your chances.


Posted: 2020-10-30 Expires: 2020-11-29

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Salesforce Administrator

USA Financial
Ada, MI 49301

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