Salesforce Administrator - Thousand Oaks, United States - Anchor Loans LP

Anchor Loans LP
Anchor Loans LP
Verified Company
Thousand Oaks, United States

2 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

This is your ticket into the real estate industry Anchor is a highly experienced lender, with 2024 our 26th year in business. This is an exciting position that will be integral in our growth nationally.

Position Summary

Benefits

  • Medical, Dental, Vision, Life, AD&D insurance
  • Vacation and sick leave
  • 401k plan with employer match
  • Onsite gym (Thousand Oaks office)
  • 12 paid holidays annually

Essential Duties & Responsibilities

  • Maintain Salesforce platform configurations, including user management, security settings, workflows, and automation rules.
  • Develop and maintain custom reports, dashboards, and analytics to track key sales and marketing metrics, provide insights, and support data-driven decision-making.
  • Collaborate with cross-functional teams to understand business requirements and translate them into actionable Salesforce solutions and enhancements.
and automation workflows.


  • Assist with the development and execution of marketing campaign cadences, including lead nurturing, segmentation, and targeted messaging. 6. Monitor and analyze the performance of marketing campaigns, providing recommendations for optimization and improvement based on key performance indicators (KPIs).
  • Provide training and support to sales team members on Salesforce best practices, including lead management, opportunity tracking, and reporting.
  • Troubleshoot and resolve Salesforce platform issues and user inquiries in a timely and efficient manner.
  • Contribute to the development of Salesforce governance policies, data management standards, and documentation.
  • Update Standard Configurations either via allowable Admin functionality or development, as necessary. This includes creating custom objects, workflows, validation rules, reports, user profiles, UI/UX interface, as examples.
  • Employ SDLC methodology to development and releases.

Essential Job Requirements and Required Skills/Qualifications

  • Bachelor's degree in Business Administration, Information Systems, Marketing, or related field.
  • Minimum of 23 years of experience in Salesforce administration and reporting, with Salesforce
  • Administrator certifications required. SF Financial Services Cloud and Pardot, preferred.
  • Proficiency in Salesforce reporting and dashboard creation, including experience with report types, filters, and formula fields.
  • Strong understanding of sales and marketing processes, including lead management, pipeline management, and campaign optimization.
  • Excellent analytical skills, with the ability to interpret data, identify trends, and provide actionable insights.
  • Strong communication and interpersonal skills, with the ability to collaborate effectively with crossfunctional teams and stakeholders.
  • Detailoriented mindset with a focus on accuracy and quality of work.
  • Ability to work independently and manage multiple tasks simultaneously in a fastpaced environment.

Education
Preferred bachelor's degree in Business Administration, Information Systems, Marketing, or related field.
More jobs from Anchor Loans LP
See all jobs of Anchor Loans LP