CRM Administrator (Mid/Senior), Salesforce

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Efí Bank

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2007

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

Efí Bank is a modern banking institution focused on providing innovative financial solutions and services to meet the evolving needs of individuals and businesses. With a commitment to digital transformation, Efí Bank leverages technology to enhance the banking experience, offering a wide range of products including savings accounts, loans, and investment options. Their mission is to democratize financial access and create value for their customers through tailored banking solutions.

📋 Description

• Administer, maintain and evolve the Salesforce platform, focusing on Sales Cloud and/or Service Cloud; • Configure and maintain custom objects, fields, record types, page layouts, validation rules, profiles, permission sets and sharing rules; • Develop and optimize automations using Salesforce Flow; • Build and improve sales funnels, commercial journeys and service workflows; • Create and maintain reports, dashboards and operational and managerial KPIs; • Participate in the implementation and enhancement of digital service channels, including Chatbots, WhatsApp, Omnichannel, Web Chat and Messaging; • Configure queues, routing, distribution and prioritization of service requests; • Work in partnership with business areas to gather requirements and implement improvements; • Identify opportunities for automation, process optimization and operational efficiency gains; • Ensure governance, organization and data quality within the CRM; • Create and maintain functional and technical documentation for implemented solutions; • Support training and provide user support for the platform, promoting greater adoption and efficient use of Salesforce.

🎯 Requirements

• Bachelor’s degree in Information Systems, Software Engineering, Computer Science, Business Administration, Management Processes or related fields; • Proven experience with Salesforce Sales Cloud and/or Service Cloud; • Experience with Salesforce Flow (Screen Flows, Record-Triggered Flows and Scheduled Flows); • Knowledge of Salesforce data modeling (objects, relationships, sharing model and security); • Experience building reports and dashboards to monitor KPIs; • Salesforce certifications (Platform Administrator and/or Platform App Builder); • Intermediate English for technical reading and writing. • Preferred / Nice to have: • Previous experience in Banks, financial institutions and/or payment institutions; • Salesforce certifications (Sales Cloud Consultant and/or Service Cloud Consultant); • Experience with operational metrics, commercial indicators and customer experience (CX); • Experience in digital transformation projects and continuous process improvement; • Knowledge of LLM applications in CRM.

🏖️ Benefits

• 📆 Reduced 32-hour workweek: We have a 32-hour weekly schedule for employees with time tracking; • 🩺 Copay health insurance for employees and dependents; • 🩺 Clude Saúde: online medical care and other health solutions; • 🦷 Copay dental plan for employees and dependents; • 🍽️ Meal and food allowance on the Eva Card flexible benefits card with an average value of R$ 1,600.00 per month; • 🏋🏻 Wellhub: corporate fitness platform focused on quality of life and well-being, providing access to partner gyms and studios for employees and dependents; • 🏠 Home-office allowance of R$ 140.00 per month; • 🖥️ Work infrastructure provided; • 🎉 Birthday day off; • 📚 Corporate University; • 📚 Study grants for employees and dependents, according to company policy; • 📚 Language course subsidies for employees, according to company policy; • 👶🏻 Extended maternity leave of 7 months and extended paternity leave of 30 days, also supporting adoptive parents; • 😊 Life insurance; • 🧠 Emotional health program and discounted psychological care for employees and dependents via the Moodar platform; • 🤑 Employee perks club with exclusive discounts and partnerships for Efí employees.