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Salesforce CRM Administrator

May 15, 2026

Job description
Our goal is to hire and retain talented people with engaging personalities and exceptional work ethics. We believe in recognizing and rewarding employees who consistently perform at a high level.

We offer competitive salaries based upon experience and a comprehensive benefits package upon satisfying eligibility conditions, including health and dental insurance, life insurance, short term and long term disability, and the Bank's 401k Plan.

Position Summary:

The Salesforce CRM Administrator is a talented, highly capable, optimistic and motivated individual. This is an exciting opportunity to not only be the lead on our new Salesforce Financial Services Cloud (SFFSC) but will continue to innovate the future of our CRM. You will have ownership of the day-to-day configuration, support, maintenance and improvement of our CRM platform in a fast-paced environment with over 200 users. You will be tasked with ensuring seamless functionality and user adoption. This role involves collaboration with key stakeholders to implement best practices, streamline processes, and enhance system performance. The ideal candidate will provide technical support, maintain data integrity, and lead ongoing improvements to maximize platform effectiveness. Additionally, you will have exposure to numerous departments and members of our executive team.

Responsibilities:
Manage our new SFFSC CRM system and the ongoing customization requests
Manage all basic administrative functions including user account maintenance, campaigns, business rules, picklist, access privileges, page layouts, data imports, data feeds, custom configurations, reports, dashboards, workflows and other routine tasks.
Create and maintain custom reports and dashboards to provide actionable insights to stakeholders.
Adhere to and help enforce Salesforce best practices, coding standards, and security protocols.
Work closely with IT teams, vendors, third-party developers, internal staff and key stakeholders to deliver Salesforce solutions on time and within budget.
Stay updated with the latest Salesforce developments, releases, and industry trends. Participate in Salesforce training and certification programs.
Develop and deliver comprehensive training to ensure users are proficient in utilizing Salesforce for their daily tasks and maximizing its features to enhance their productivity.
Monitor user adoption and respond as needed to improve adoption rates through additional training, communication, system modification or other resources
Act as Product Owner by keeping an up-to-date product roadmap and presenting it periodically to the team for process improvement
Assist business users by analyzing and mapping business processes to Salesforce functionality and developing customizations or using third party apps when necessary
Work with our operational management team to establish processes to support administrative, development, and change management activities
Maintain, at least, high-level familiarity with other IT system/business application capabilities and scope definition in order to make recommendations about potential upstream/downstream integration or functionality intersection points
Support and training of SFFSC users
Issue resolution through troubleshooting, collaboration with our team, and working with SF support as necessary.
Collaborate with stakeholders to understand, build, or deliver reporting and/or data visualization.
Maintain user roles and profiles, security setting, access settings, etc.
Proactively monitor and maintain the usage of our Salesforce FSC environment.

Position Requirements:
2+ years of hands-on experience with SFFSC Admin and or Sales Cloud in a similar environment
Knowledge of the Commercial Lending and Banking in relations to both processes and regulations
A bachelor's degree or years of equivalent experience
Salesforce Administrator certification preferred, with additional certifications being a plus.
Deep understanding of Salesforce architecture, automation tools, and customization capabilities.
Extensive experience in the administration and maintenance of the SFFSC system, API integrations, software engineering tools and test-driven development preferred
Understand all aspects of SFFSC configuration and technical/functional capabilities preferred
Strong technical skills are required, and light programming experience is preferred
Proficiency with Excel and other Microsoft Office applications
Critically evaluate and translate functional requirements into technical requirements
Excitement about implementing SFFSC and a positive, go-getter attitude
Pride in meeting deadlines, prioritizing simultaneous requests and mana

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...