ESSENTIAL DUTIES AND RESPONSIBILITIES\
Salesforce Platform Administration (Financial Services Cloud)\
- Administer the day-to-day Salesforce FSC environment: users, profiles, roles, permission sets, security, page layouts, record types, and validation rules\
- Configure and maintain FSC-specific capabilities to support retail, lending, and relationship-banking workflows\
- Evaluate, test, and deploy Salesforce releases and AppExchange tools; perform regular system audits and prepare for upgrades\
- Maintain data integrity through routine audits, deduplication, and data-quality monitoring\ Analytics, Reporting, and Marketing Automation\
- Design and maintain reports and dashboards in Analytics Studio to track KPIs and support executive and branch-level decision-making\
- Administer Marketing Cloud Account Engagement for marketing automationmanaging lead flows, campaigns, scoring, and alignment between marketing and CRM data\
- Ensure clean, accurate CRM data feeds the Banks broader Business Intelligence and executive reporting\ Platform Backup and Resiliency\
- Administer and maintain the Banks Salesforce backup and recovery solution; monitor backup jobs, verify data recoverability, and perform periodic restore testing\
- Ensure backup and retention practices align with the Banks business continuity, disaster-recovery, and regulatory requirements\ Integrations and Data Movement\
- Serve as the administrator and steward for key integrations between Salesforce and the Banks core banking, loan origination, mortgage, digital banking, and telephony platforms\
- Manage current data-load processes, monitor and resolve data-load errors, and maintain documented procedures\ Business Analysis and Solution Design\
- Partner with business units (Retail, Lending, Marketing, Risk/BSA, IT) to gather, analyze, and document requirements and translate them into scalable solutions\
- Perform gap analysis to determine configuration vs. light code vs. third-party tools; create process flow diagrams, data dictionaries, and user stories with acceptance criteria\
- Build and enhance declarative automation (Flows, validation rules); read and understand basic Apex and SOQL/SOSL to collaborate on more complex solutions\
- Coordinate user acceptance testing (UAT) and manage change and adoption\ Compliance, Security, and Support\
- Apply a security-first, least-privilege approach to protect customer information in a regulated banking environment\
- Maintain auditability, documentation, and retention practices aligned to regulatory requirements; support vendor due-diligence activities\
- Provide user support and training; build and champion a super-user network to drive adoption\ REQUIREMENTS\
- Salesforce Certified Platform Administrator\
- Bachelors degree in Business, Information Systems, Computer Science, or a related field (equivalent experience considered)\
- 2+ years of hands-on Salesforce administration experience, ideally in banking or financial services\
- Proficient with report writing and dashboards creation (Analytics Studio or comparable) and administering marketing automation (Marketing Cloud Account Engagement or comparable)\
- Working knowledge managing data loads/integrations and troubleshooting data-quality issues\
- Demonstrated business-analysis skills: requirements gathering, process mapping, and UAT\
- Excellent communication skills, able to translate between business and technical audiences\
- Extremely organized, ability to multi-task, prioritize, and adapt to change\
- High degree of initiative, dependability, and ability to work independently\
- Must be willing and able to report to Headquarters in Tewksbury five full days a week\ For full job description, please email your resume to Laura.Marshall@masshirelowellcc.com.