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    Salesforce Administrator and Business Analyst - Atlanta, United States - Angel Oak

    Angel Oak
    Angel Oak Atlanta, United States

    5 hours ago

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    Description

    Who We Are:

    Angel Oak Capital Advisors is an investment management firm focused on providing compelling fixed income investment solutions for its clients.

    Backed by a value-driven approach, Angel Oak Capital seeks to deliver attractive risk-adjusted returns through a combination of stable current income and price appreciation.

    Our experienced investment team seeks the best opportunities in fixed income with a specialization in mortgage-backed securities, other areas of structured credit, and corporate credit.

    A highly entrepreneurial organization that embraces a strong service-based culture, Angel Oak was named a Top 150 Workplace by the Atlanta Journal Constitution the past six years.

    Position OverviewThe candidate will support the ongoing enhancement of data and Salesforce primarily within the firm's Sales organization.

    Streamlining workflow, tracking of sales activity and the distillation of large data sets into actionable insights will be a critical component of the role's success.

    Additionally, efficient execution of day-to-day salesforce administrator functions will also be essential.


    Principal Accountabilities:
    Serve as a primary system administrator for the Salesforce application with ~60 usersHandle day-to-day administrator functions, including user account setup and maintenance, customization of configurations, views, reports, and dashboards, automations, data validation, troubleshootingAdminister 3rd party applications (integrated with Salesforce)

    Work with leaders, subject matter experts, and users in the valuation, scope, completion and documentation of new development projectsEffectively act as a liaison between users and vendorsAssist in training of new users and grow the Salesforce skill set across the organizationDevelop tools and resources for the sales teams to track sales activity and help prospectingAnalyze data sets and summarize into digestible report mediums/presentations (Excel, PowerPoint) that enable decision making and sales activityQualificationsMinimum:
    Bachelor's Degree from a four-year college or universityMinimum one year of direct hands-on experience as a Salesforce Administrator (Lightning) with an emphasis on data analysisStrong knowledge of Salesforce functionality and best practicesAdvanced proficiency with Microsoft Excel and PowerPointDetail oriented and self-starter with strong written and interpersonal skillsAbility to explain technical information to non-technical stakeholders and summarize large data setsAbility to assess the impact of new requirements and all upstream and downstream applications, systems and processesStrong data management abilities (data integrity, duplicates, merging)

    Preferred:
    Demonstrated track record of enabling sales organizations to drive growth through data analyticsSalesforce Administrator Certifications (ADM201C, ADM211)Experience working with Salesforce Pardot (Account Engagement)Experience in finance or asset managementExperience with Broadridge SalesVision, Distribution Insights Sales Analytics and Market Analytics, DocuSign, CRM Analytics, Salesforce Maps, and Salesforce ShieldExperience with coding languages (SQL, Python)Experience with Flow, Process Builder, Workflow Rules and


    APEXNOTE:
    These statements are intended to describe the general nature and level of work involved for this job.
    It is not an exhaustive list of all responsibilities, duties, and skills required of this job.

    Angel Oak Capital Advisors provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

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