Operations – Process Manager – Sr

Job Title: Sr. Salesforce Administrator

Location: Richmond, VA / McLean, VA / New York, NY (Onsite)

Duration: 7 Months

Job/Role Description:

• This role will support a highly visible Treasury Management project focused on standardizing call center systems and developing new Salesforce processes for Voice Center operations.
• Work as part of a focused project team under the direction of a Product Manager and Lead Advanced Salesforce Administrator.
• Design, configure, and implement new Salesforce workflows from the ground up to support the Voice Center's handling of Treasury Management questions and issues.
• Translate complex business requirements into scalable Salesforce solutions utilizing automation tools such as Flow Builder, custom objects, fields, page layouts, and record types.
• Take ownership of end-to-end technical implementation for assigned project deliverables.
• Participate in Agile/Scrum ceremonies, including sprint planning, daily stand-ups, and retrospectives.
• Configure and manage user setups, roles, profiles, permissions, and sharing rules to ensure data security and compliance.
• Collaborate with business partners, technical teams, and stakeholders to develop solutions that improve the user and client experience.
• Serve as a Salesforce subject matter expert, providing technical guidance and recommendations for new workflows and processes.
• Create, maintain, and enhance Salesforce reports and dashboards to track Treasury Management metrics and service-level agreements (SLAs).
• Work independently, exercise professional judgment, and make technical decisions that support project objectives and business requirements.
• Ensure Salesforce configurations follow established best practices for scalability, security, and system performance.

Required Qualifications

• Minimum 3 years of hands-on experience as a Salesforce Administrator.
• Active Salesforce Certified Administrator credential required.
• Proven experience designing, building, and configuring Salesforce processes, workflows, and automations from the ground up.
• Strong hands-on experience with Salesforce configuration, including Flow Builder, custom objects, fields, page layouts, and record types.
• Experience managing Salesforce user access, roles, profiles, permissions, and sharing rules.
• Strong understanding of Agile/Scrum methodologies and experience working in an Agile development environment.
• Experience translating business requirements into technical Salesforce solutions.
• Ability to independently manage technical deliverables and take ownership of end-to-end implementations.
• Excellent relationship-building skills and ability to collaborate with technical and non-technical stakeholders.
• Strong analytical, troubleshooting, and problem-solving abilities.
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Ability to work effectively in a fast-paced, collaborative project environment.
• Must be able to work onsite in Richmond, VA, McLean, VA, or New York, NY.

Preferred Qualifications

• Active Salesforce Advanced Administrator Certification.
• Experience using Visual Studio Code.
• Familiarity with Jira, Git, and Git repositories.
• Familiarity with AWS integrations, APIs, and their interaction with Salesforce.
• Previous experience supporting Treasury Management operations or financial services organizations.
• Experience supporting Salesforce implementations within call center or Voice Center environments.