Position Summary

The Salesforce Support Specialist will be a key member of the Enterprise CRM Team. Serves as an active participant in the ongoing support of business processes and employee experience of our Salesforce.com deployment. This individual will support the Salesforce Director and be a key player on the Salesforce team to enable our internal teams to better serve our members. Dedicated to supplying exceptional support to GreenState Salesforce users and will display passion for Salesforce, coupled with effective communication and problem-solving skills, to contribute to a successful user experience.

GREENSTATE CULTURE:

At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities.

Salary range for this position is $79,173.90 - $105,966.64 with a progressive benefit package.

Essential Duties and Responsibilities

Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change.

• Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.

• Demonstrates a positive member service (internal and external) focus at all times.

• Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.

• Ensures confidentiality of member information.

• Supports a diverse and inclusive work environment.

• Manage submission of new ideas and requests for Salesforce Financial Services Cloud.

• Manage internal information site on our Salesforce Strategy.

• Develop improved testing protocols for implementation across all service lines.

• Document quality assurance activities.

• Assist in the development and implementation of Salesforce enhancements, customization, and automation.

• Identify skill gaps in every team using Salesforce that can be addressed through Champions and/or Organizational Effectiveness team, and/or training conducted by this role.

• Review of Salesforce releasees, staying current with Salesforce features and leveraging any updates applicable to the organization.

• Act as liaison between trainers in other business units and Salesforce team.

• Stay updated on Salesforce releases and new features to advise on best practices and optimizations.

• Support Salesforce Team in administration of internal systems to test, deploy, maintain and modify processes.

• Manage Salesforce internal intranet site.

• Perform audits of Salesforce org to determine areas of clean up, repurposing, and removal, and identify additional opportunities for improvement by staying updated on new tools and capabilities.

• Assist with managing user ticketing system, serving as a point of contact for users to reach out to with Salesforce questions, concerns or requests.

• Contribute as needed to the evaluation, scoping, and completion of new development requests.

• Be part of a fast-paced team and participate in planning, documentation, and execution of Salesforce deployments.

• Communicate clearly and effectively with all team members.

• Maintain a positive, team-oriented mindset where team feedback is encouraged.

• Be part of a fast-paced team and participate in planning, documentation, and execution of Salesforce deployments.

• Performs other duties and responsibilities as assigned.

Job Requirements/Expectations

• Bachelor’s degree in business or related field and/or equivalent years' experience required.

• Minimum of 2 years' work experience in required field.

• Experience with Salesforce Financial Services Cloud platform.

• Demonstrated ability to meet deadlines, manage and prioritize simultaneous requests.

• Financial Services experience preferred and well versed in financial terminology.

• Ability, availability, and willingness to work significant additional hours as demanded by the workload and the credit union’s rapidly changing competitive environment.

• Experience in supporting design and development of end user training and adoption.

• Excellent analytical, critical thinking skills required.

• Demonstrated knowledge of using Microsoft Office Suite required.

• Excellent Written and Verbal Communication Skills Required.

• Demonstrated ability to gain understanding of others’ needs and provide effective solutions.

• Must be bondable.

Reporting Relationship

This position reports to the Salesforce Director.

Supervisory Responsibilities

This position is not responsible for the supervision of others.

Equal Opportunity Employment Statement

GreenState Credit Union is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.#LI #ID

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ID 2024-3797

Category Marketing

Employment Classification Exempt Full-Time