at Inspira Financial Trust, LLC in Oak Brook, Illinois, United States
Job Description
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey relentlessly pursuing better outcomes for all. This role requires onsite presence at our Oak Brook, IL office at least 4 days per month, relocation and travel expenses are not provided.
Dont meet every single requirement? Here at Inspira Financial, we believe there is no perfect candidate and want to encourage applying even if all the requirements listed arent met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
HOW YOU WILL SOAR:
The Salesforce Administrator will report to the Senior Director of Business Enablement and CRM in the Business and technology Engagement Team.
- Manage and maintain Salesforce end user access, visibility, roles and responsibilities including user alignment platform, including user management, security settings, data visibility and integrity, and have a key voice during sprint and enhancement development
- Collaborate with business stakeholders across sales, service and operations to assist the Business Analysts in gathering requirements and implementing change within the Salesforce platform
- Be the voice of the end user as the team configures and customizes Salesforce objects, fields, workflows, and reports to meet business needs
- Create and maintain user roles, profiles, and permission sets to ensure appropriate access and security
- Provide end-user support, troubleshooting issues, and resolving user inquiries in a timely manner
- Monitor system performance and identify areas for improvement, implementing enhancements and optimizations as needed
- Stay up-to-date with Salesforce releases and new features, evaluating their potential impact and implementing relevant updates
- Work with the business and the CRM Analysts and cross-functional teams to integrate Salesforce with other business systems and applications
- Document system configurations, processes, and procedures to ensure knowledge transfer and maintain system documentation as appropriate
IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:
- Bachelors Degree Preferred
- 3+ Years working with Salesforce Sales Cloud, Service Cloud or Financial Services Cloud
- Willingness to obtain or certified as a Salesforce Administrator
- 3+ years of experience in Financial Services or roles that support financial services
- Proficient in Salesforce administration, including user management, security settings, workflows, and reports.
- Strong problem-solving skills and ability to troubleshoot and resolve system issues.
- Excellent communication and interpersonal skills, with the ability to effectively collaborate with stakeholders at all levels.
- Ability to work independently and manage multiple priorities in a fast-paced...
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
