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Castle Rock

    Salesforce Administrator - Castle Rock, United States - Robinson & Henry, P.C.

    Robinson & Henry, P.C.
    Robinson & Henry, P.C. Castle Rock, United States

    3 weeks ago

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    Description

    We are searching for a dynamic Salesforce Administrator who will play a pivotal role in driving success at R&H by implementing and championing our Salesforce platform. You'll be at the forefront of revolutionizing our business operations, ensuring seamless client and case tracking, efficient billable hour management, streamlined invoicing, and insightful reporting across all R&H offices and teams.

    As the go-to liaison between Management, Accounting, and Salesforce users, you'll wield your expertise to troubleshoot issues, collaborate with end-users, and ensure our applications evolve to meet the ever-changing landscape of program operations, policies, and procedures.

    If you're ready to dive into a high-energy environment where your contributions directly impact our firm's growth and success, then join us at R&H and be part of a team that's driving innovation and excellence every day

    Please note that this position is fully in-person and can be filled at our Castle Rock or Westminster office.

    Castle Rock: 900 Castleton Rd., Suite 200 Castle Rock, Colorado

    Westminster: 11080 Circle Point Rd., Suite 140 Westminster, Colorado 80020

    KEY DUTIES AND RESPONSIBILITIES:

    • Design and implement user-friendly interfaces, list views, reports, and dashboards to provide actionable insights.
    • Perform regular data maintenance, including data imports, exports, and de-duplication, to ensure data integrity and accuracy.
    • Manage user access and permissions, including creating and deactivating user accounts and adjusting security settings as needed.
    • Configure workflows and automation rules to streamline business processes and improve operational efficiency.
    • Implement and maintain data validation rules, formula fields, and other system validations to ensure data accuracy and integrity.
    • Maintain detailed documentation of Salesforce configurations, processes, and workflows for reference and training purposes.
    • Conduct user training sessions and create documentation to educate users on Salesforce functionality and best practices.
    • Provide support to Salesforce users, troubleshooting issues and resolving inquiries in a timely manner.

    Integration of Salesforce Platform with R&H Websites

    • Works with developers to integrate web initiatives and constituent interactions with the database
    • Serves as point of contact with the Firm's web consultants for Salesforce web integration

    Minimum Qualifications

    • A Bachelor's Degree in computer information systems or equivalent experience preferred
    • Possesses a big picture perspective
    • Certified Administrator
    • 3+ years of functional analyst experience or technical development experience with
    • IT hardware knowledge/experience preferred
    • Ability to identify areas for process improvement and recommend/implement solutions.
    • Strong organizational/time management skills; ability to prioritize work and meet deadlines in a fast-paced environment.
    • Excellent verbal and written communication skills
    • Strong work ethic, hands-on, with a customer service mentality.
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