Salesforce SME, New York (371)
New York•New YorkUnited StatesNorth America•August 20, 2024
We are seeking a Salesforce SME to join our newly created sub-practice, dedicated to serving a mature and impactful long-term client in the financial services industry. This role requires a balance of independent work and teamwork, focusing on advancing the client's agenda. The ideal candidate will possess some understanding of the financial services sector, coupled with a proven track record of independent work, team collaboration, and client relationship management. Join us to make a meaningful impact and contribute within our innovative team.
Requirements:
- Expertise in setting up Salesforce ESS
- Establish governance structures and processes for Salesforce shared services.
- Ensure compliance with organizational policies, security, procedures, and regulatory requirements related to Salesforce
- Good Knowledge of Salesforce security features and best practices to ensure data privacy and regulatory compliance
- A good understanding of Salesforce's capabilities, including Government cloud, Sales Cloud, Service Cloud, Marketing Cloud, Analytics (CRMA) and other.
- Proficiency in configuring Salesforce, hands-on building custom applications (declarative and Programmatic), workflows, and reports for various teams in a single and multiple organization(s)
- Hands-on technology experience enabling customer relationship management capabilities with deep techno/functional and solution implementation experience in a CRM platform such as SalesForce
- Develop and implement Salesforce operational policies, process, procedures and best practices for ESS. Define the Operational aspects of implementations, system performance and maintenance, availability and reliability.
- Define and Develop ESS policies and procedures for:
- Multi-org and Global deployment strategies
- Incident management, release management, change management, configuration management, capacity planning, backup/restore, ensure business continuity / disaster recovery and Operational reports for ESS
- User management, support and communication
- Managing budget, expense tracking and finance reporting for projects, focusing on cost optimizing and costs, vendor management and contract negotiating, ROI analysis and ensure financial compliance
- Project scope assessment, resource planning, time estimates, risk assessment / remediation, stakeholder expectation and continuous improvement
- Standardize Salesforce components, Apex Exchange usage, developing templates, foster collaboration and establish governance to maximize reuse efficiency.
- Ensure implementation bank’s security controls
- Deployment of DevSecOps tools
- User Training and Adoption
- Mobile Adoption and optimization
- Reporting and Analytics
- Experience portal for customers
- Feedback and continuous improvement platforms
- Innovation and future readiness
- Data governance and Lifecyle management
- Sustainability and Greet IT
- Proficient in managing integration between salesforce and other enterprise system
- Ability to understand business processes across different departments and translate them into Salesforce solutions.
- Demonstrated experience providing influence and/or matrixed oversight to technical teams
- Comprehensive and proficient facilitation, communication, & negotiation skills.
- Discipline to operate independently, collaborate effectively and thrive in ambiguity with a generalist mindset.
- Knowledge of software development processes, technology trends, and project management principles.
- You have curiosity and love solving problems using your creative and critical thinking skills.
- Experience with a hybrid work environment; proficient in online collaboration tools like Jira, Confluence, Teams, or similar.
- Bachelor’s degree in computer science, engineering, or a related field; advanced degrees or relevant certifications
- Salesforce Certifications a must
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