Job Description: Salesforce Administrator (Insurance)
Salary: Up to £55,000
Company Description:
The Salesforce Administrator at TechOhana's new Client is a key member of the team, responsible for maintaining and optimizing the Salesforce platform to support the company's insurance operations. This role involves managing the day-to-day administration of Salesforce, including user setup, profiles, roles, customization of objects, fields, record types, page layouts, workflows, and validations.
The Salesforce Administrator will work closely with various departments to ensure that Salesforce is effectively utilized to meet business needs and improve overall efficiency. They will be responsible for implementing best practices, providing support and training to users, and troubleshooting any system issues that arise. Additionally, the administrator will collaborate with the IT and business teams to gather requirements and develop scalable solutions that align with the company’s objectives.
Key Responsibilities:
Manage Salesforce CRM, ensuring data integrity and security across the platform.
Configure and maintain custom objects, fields, workflows, validation rules, page layouts, and process builder.
Perform regular system audits and prepare for Salesforce's major releases.
Develop and maintain dashboards, reports, and other business intelligence tools to support various business units.
Provide training and support to Salesforce users to enhance their experience and optimize the use of Salesforce features.
Collaborate with stakeholders to identify new business requirements and translate them into technical solutions.
Monitor user adoption rates and respond as needed (e.g., additional training sessions, communication, and modifications).
Stay up to date with Salesforce releases, enhancements, and best practices.
Handle all basic administrative functions including user account maintenance, reports and dashboards, workflows, and other routine tasks.
Evaluate and install new Salesforce releases, as well as providing training and support for Salesforce users.
Qualifications:
Salesforce Administrator Certification is required.
Minimum of 2-4 years of experience as a Salesforce Administrator, preferably in the insurance industry.
Proficiency in Salesforce administration, with a strong understanding of the platform, data models, and best practices.
Experience with data management, data validation, and user support within Salesforce.
Strong analytical skills and the ability to translate business needs into technical requirements.
Excellent problem-solving abilities and attention to detail.
Effective communication and interpersonal skills, capable of working with stakeholders at all levels.
Ability to manage multiple projects and prioritize effectively in a fast-paced
information@tech-ohana.com