Apex Code Development You need to sign in to do that
Don't have an account?
Kelsey Hesley Full Time Salesforce Admin position available in San Francisco, CA for a boutique financial firm
Please see below job description and respond if you are interested!
Company: Probitas Partners
Location: 425 California Street, Suite 2300, San Francisco, CA 94104
Industry: Private Equity/Investment Banking
Position: Salesforce Administrator
About Probitas Partners
Probitas Partners is a leading independent placement agent. The firm is headquartered in San Francisco, California, with offices in New York, London and Hong Kong. Probitas’ sole business is raising capital for the highest-quality fund managers across the alternative investments spectrum including: private equity, real estate, real assets, private credit and special situations. Founded in 2001, Probitas has raised over $64 billion working with 85 fund managers. For more information please visit www.probitaspartners.com.
Description:
Probitas Partners is looking to hire a full-time Salesforce Administrator based in their San Francisco Office. This role will be responsible for the daily administration and support of Salesforce database along with the integration of a third-party software program, Skuid. This position will help support all aspects of the business including sales, marketing, finance, compliance, and operations initiatives.
Primary Responsibilities:
Company: Probitas Partners
Location: 425 California Street, Suite 2300, San Francisco, CA 94104
Industry: Private Equity/Investment Banking
Position: Salesforce Administrator
About Probitas Partners
Probitas Partners is a leading independent placement agent. The firm is headquartered in San Francisco, California, with offices in New York, London and Hong Kong. Probitas’ sole business is raising capital for the highest-quality fund managers across the alternative investments spectrum including: private equity, real estate, real assets, private credit and special situations. Founded in 2001, Probitas has raised over $64 billion working with 85 fund managers. For more information please visit www.probitaspartners.com.
Description:
Probitas Partners is looking to hire a full-time Salesforce Administrator based in their San Francisco Office. This role will be responsible for the daily administration and support of Salesforce database along with the integration of a third-party software program, Skuid. This position will help support all aspects of the business including sales, marketing, finance, compliance, and operations initiatives.
Primary Responsibilities:
- Administer and maintain the Salesforce platform with a heavy influence on its connected software, Skuid
- Day-to-day support of Salesforce database including but not limited to managing multiple user setups, profiles and roles, customization of objects, fields, record types, page layouts and validations
- Working with management and end-users to create and manage complex workflow rules, data validation, and triggers
- Design and create customized reports and dashboards
- Manage the software testing process, which includes devising test plans, creating test cases, establishing protocols and appropriate testing environments
- Train new and existing users on how to use database applications
- Keep application users informed about system functionality and enhancements
- Logging and tracking identified system problems through resolution
- Perform and develop business process mapping for new implementations
- Communicate directly with end users on a regular basis to capture requirements, investigate issues, and identify new solution development opportunities
- Design and develop applications, features and enhancements with an emphasis on clean, highly efficient, and well documented Skuid pages
- Provide frequent status updates on projects and ensure their successful execution in a timely fashion
- Oversee third party developers on larger/more technical projects
- Bachelor’s Degree in business, computer science, or related field
- 1-2+ years of experience as Salesforce administrator or developer
- Strong understanding of CRM software’s
- Ability to learn and embrace new technologies, applications, and solutions
- Fluency in Microsoft Excel and Data Loader
- Ability to work independently
- Ability to problem solve and balance multiple projects at the same time
- Excellent written and verbal communication skills
I have an extensive 7 years of experience in Salesforce platform. I am good at administration, customization & configuration.
You can review my LinkedIn Profile - https://www.linkedin.com/in/monica-jagdale-23513a3b/
Thanks!
Thanks