Salesforce Administrator – Insurance & Annuity

at Robert Half
Location Des Moines, IA
Date Posted August 28, 2021
Category Default
Job Type Contractor


Ref ID: 01500-0011941539

Classification: Systems Administrator

Compensation: DOE

Administration for different Salesforce Applications and overall instance:

• Design tables, page layouts, list views, reports and dashboards in applications so that internal users can effectively use the system to manage key accounts

• Configure workflow and approval processes to support and optimize business processes

• Monitor and control data in applications to ensure data accuracy and completeness

• Analyze application data in response to channel marketing initiatives and define, design and present reports that meet business needs on both an ad hoc and regular basis

Administration for overall Salesforce instance:

• Manage new user setup, user profile changes and user terminations

• Create business processes to keep data in the Salesforce applications accurate

• Provide ongoing troubleshooting support for users in accessing or utilizing the systems

• Provide ongoing assistance for users who are creating their own customized views or reports

• Identify, document and manage enhancement requests

• Develop and enforce change control process to prioritize changes and shepherd them from development to production without impacting existing functionality

• Manage integrations with external applications such as HubSpot, Salesforce Maps, etc.

• Report on user activity and trends

• Design and implement programs to increase user adoption and engagement

• Advise and contribute to Salesforce optimization and improvements as required