
Financial institutions do many good deeds in their communities. But the software they use to manage their community involvement is outdated and inefficient.
11 - 50 employees
June 5

Financial institutions do many good deeds in their communities. But the software they use to manage their community involvement is outdated and inefficient.
11 - 50 employees
• Managing the Salesforce platform and ensuring data integrity/accuracy within Salesforce. • Overseeing data maintenance, automations, reporting, integrations, and data security. • Implementing enhancements within the Salesforce environment and other systems. • Regular maintenance tasks such as cleaning up temporary accounts and removing duplicate contacts. • Conducting routine checks and updates to ensure data hygiene. • Developing and implementing new automations to streamline processes and improve efficiency. • Providing troubleshooting support for Salesforce-related issues. • Offering timely support to team requests throughout the company’s departments. • Creating new reports and dashboards to provide insights into sales performance, customer trends, and other key metrics. • Managing integrations between Salesforce and other systems or applications.
• At least 1 year of experience with Salesforce. • Strong understanding of the system. • Ability to speak and write well in English. • Adapt quickly to new environments. • Organized and focused. • Provide solutions to complex problems.
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