Salesforce Administrator - Level II

Newark, New Jersey, United States Full-time

Position Summary: The Salesforce Administrator will lead the ongoing development of our deployment. The successful candidate will have a record of success in improving processes and adoption using the platform. The administrator will work closely with functional leaders, organizational units, and subject matter experts to identify develop and deploy new business processes including: Sales, Marketing, Outreach and our core program business processes. This role is part technical project manager, part administrator and part Salesforce analyst.  Experience and Strong understanding of Salesforce Pardot.   The Salesforce Administrator will be responsible for the executing on the day-to-day configuration, support, maintenance and improvement of our CRM platform {Classic and Lightning module}.


Person Reports To – Director of IT Operations


Supervises May supervise Project Assistants


Essential Functions –

  • Salesforce Administrator
    • Serve as primary system administrator for the environment with over 200 users
    • Provide technical support for all Salesforce related issues

o   Provide sales and financial data to NJII executives

o   Develop lead scoring, management, and reporting with marketing and effectively implement and maintain within Pardot

o   Perform maintenance on the integration of Pardot and Salesforce

o   Assist sales management to create processes in to help monitor activities, trends, sales and leads

    • Handle all basic administrative functions including user account maintenance, reports and dashboards, workflows and other routine tasks

o   Create new reporting capabilities and respond to ad hoc reporting requests as needed.

    • Helping users develop or fine-tune reports so they yield meaningful metrics
    • Troubleshooting email campaigns, workflows, approval cycles, or auto-responders that generate excessive bounced mails.
    • Expanding or refining sharing rules and access privileges so records can be properly viewed and manipulated (while keeping the “special records” locked or hidden altogether).

o   Run all APEX tests in the system to spot any new errors that may have crept in due to “harmless” changes in validation rules, triggers, or data “cleanup.”

    • Complete regular internal system audits and prepare for upgrades

o   Manage processes, data feeds and other integrations

    • Provide one to one training sessions to end users, and grow the skill set across the organization

o   Data governance of Salesforce solution

o   Create custom objects when necessary.


·       Project Manager

o   Update system road maps that summarize upgrades and new feature additions that are needed to achieve business goals

    • Coordinate the evaluation, scope and completion of new development requests.
    • Work with NJII management team to establish suitable processes to support administrative, development, and change management activities
    • Provide weekly status reports on Salesforce Roadmap and project statuses
    •  Work independently with members of the user community to define and document development requirements


Additional Functions –

·       Maintain security including sharing rules and security levels.

·       Design, Create and maintain user roles, profiles and hierarchies.

·       Monitor application storage usage and archive data as needed.

·       Run the Reports report to identify reports that haven't been run in six months

  • Run and store the weekly snapshot (data export) of the system data and attachments, including all history tables.  Keep the snapshots for at least 90 days  (and preferably, for years).

·       Examine any new pick-list values that have been modified or added to any fields in the system, and using the IDE’s Search function to identify the impact of those changes across all the Booleans, formulas, and APEX/JavaScript/VisualForce code in the system. Correct any elements that have been impacted

·       Create an archive of all the system's field history tables (typically spanning no more than 18 months) to ensure that you have an audit trail that goes beyond a year

·       Import data as appropriate.

·       Manage duplicate records.

o   Ensure data integrity by merging duplicate Leads, Contacts, and Accounts; performing mass

o   uploads and updates of data as required; Removing unnecessary fields and data; ensuring

o   Create and maintain dashboards.

o   Create and maintain reports including folder maintenance.

o   Develop complex, macro driven reports to summarize system information for Senior

o   Management.

o   Build and manage report folders for reps to improve sales efficiency

  • Effectively act as the liaison between our users, vendors and the application development teams



Prerequisite Qualifications –

1.     Education/Degree Required – IT related Bachelor’s Degree at an accredited College or University required


2.     Years of Experience Required - Minimum five (5) years of experience as a Administrator.


3.     Essential Characteristics Required

·       Training, Teaching  and or Education experience required

·       Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upwards

·       Creative and analytical thinker with strong problem-solving skills

·       Must demonstrate exceptional verbal and written communication skills

·       Must demonstrate ability to communicate effectively at all levels of the organization

·       Ability to critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs

·       Ability to assess the impact of new requirements on and all upstream and downstream applications, systems and processes

·       Excellent project management skills and a positive attitude

·       Strong Knowledge of Microsoft Office Suite

·       Excellent analytical and problem-solving skills with excellent business judgment

·       Strong MS Excel skills – Advanced analysis, reporting, formatting, data manipulation and presentation



Preferred Qualifications –

· Admin (ADM201 and ADM211) certified

·       Sales Cloud, Service Cloud and Developer certifications preferred

·       Proven ability to design and implement new processes and facilitate user adoption.

·       Strong understanding of the platform, with the ability to build custom apps and objects, formula fields, workflows, custom views, and other content of intermediate complexity

·       Strong understanding of best practices and functionality

·       Strong data management abilities

·       A documented history of successfully driving projects to completion

·       A demonstrated ability to understand and articulate complex requirements

·       Conducts oneself at all times in an ambassadorial, committed and personable manner demonstrating respect for the position, fellow colleagues, departmental integrity and NJII's best interests

·       Well organized, critical thinker with ability to excel on a team

·       Ability to succeed managing multiple projects and priorities with tight deadlines

·       Ability to use independent judgement and critical thinking effectively and consistently

·       Willingly cooperates and works collaboratively with all staff to accomplish goals.

·       Able to communicate effectively with clients and cross-functional teams verbally and in writing

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