Role: Salesforce Administrator Location: New York, New York, United States of America, 10003 (HYBRID) Contract - 1 YearRole & Responsibilities - Configuration Management & Customization
- Customize the Salesforce platform to meet the organization's unique needs
- Configure fields, objects, flows, and automation rules
- Create and manage reports and dashboards
- Assist with data migration and integrity
- Ongoing Support
- Helping address issues or bugs identified post-release and implementing enhancements as needed
- Troubleshooting, answering queries, and providing guidance post-releases
- Plan for ongoing maintenance of the platform, including updates, patches, and performance monitoring
- Monitoring of system automations and integrations
- Compliance & Security
- Control access to sensitive data through profiles, roles, and permission sets
- Implement and enforce security measures to protect sensitive data and ensure data privacy
- Collaborate with the company's IT security team to address any regulatory requirements
- Stay informed about security updates and best practices
- Documentation
- Document system configurations, processes, and customizations
- Maintain an up-to-date knowledge base for users and administrators
- Provide clear documentation for any changes made to the system
- Collaboration
- Work closely with stakeholders (CDG) to understand their requirements
- Communicate effectively with cross-functional teams
- Act as a bridge between business needs and technical solutions
- User Training
- Creation of training modules covering key features and functionalities of Salesforce
- User guides and documentation to help users navigate and utilize Salesforce effectively
- Materials for workshops and training sessions, including presentations, hands-on exercises, Q&A
- Release Documentation support
- Feature enhancements, bug fixes, and changes implemented in each release
- Analysis of user feedback gathered during each release cycle, with recommendations for improvements
- Plan for iterating on Salesforce configuration based on user feedback and program requirements
- Continuous Learning
- Keep up-to-date with Salesforce releases, Utility Cloud updates, and industry trends
- Earn relevant certifications, such as the Salesforce Certified Administrator and any specialized certifications related to Utility Cloud or other Salesforce products.
Required Skillset - Experience - 4+ years of experience in Salesforce
- Agile methodology, business analysis and user story development
- Salesforce Fundamentals:
- Strong understanding of Salesforce CRM concepts and the Salesforce platform.
- Proficiency in Salesforce configuration tasks such as creating fields, objects, page layouts, flows, validation rules, reports, and dashboards.
- Knowledge of user management, including roles, profiles, permissions, and security settings.
- Experience with data management and migration tools like Data Loader, workbench and Import Wizard.
- Ability to create meaningful reports and dashboards that provide insights into utility operations and customer behavior.
- Experience deploying with change sets
- Communication and Training:
- Strong communication skills to work with stakeholders, gather requirements and generate project artifacts
- Ability to provide training and support to users in Salesforce.
- Project Management:
- Experience managing projects, including upgrades, customizations, and new feature rollouts for Salesforce
- Problem-Solving:
- Ability to troubleshoot issues that arise within Salesforce, providing support and solutions to users.
Soft Skills: Teamwork, adaptability, and the ability to work in a fast-paced environment.
Good organizational skills to manage multiple tasks and priorities.
Certifications:Preferred Skillset - Salesforce Platform: - Experience working with and maintaining Service Cloud and Experience Cloud
- Familiarity with App Exchange products, including document generation and e-signature tools
- Experience working with and managing DevOps via Copado
- Ability to troubleshoot Apex, omniscript and lightning web components
- Strong Understanding of the Energy and Utility Cloud features and how they cater to the needs of utility companies.
- Knowledge of industry-specific workflows, like service order management, field service, and customer engagement specific to utilities.
- Familiarity with utility data models and how utility data (like meter readings, service connections, and outage management) is managed in Salesforce.
Certifications - Salesforce Advanced Administrator
- Service Cloud Consultant
- Experience Cloud Consultant
TECHNICAL SKILLS Must Have: - Agile Delivery Lead/ Project Management
- Analytical Problem Solving
- Communication and Training Skills
- Salesforce Administrator Certification
- Salesforce Fundamentals
Nice To Have - Copado
- Energy and Utility experience
- Experience Cloud Consultant Certification
- Salesforce Advanced Administrator Certification
- Service Cloud Consultant Certification.