As a Salesforce Administrator, you will be responsible for configuring and maintaining the Salesforce CRM to enhance the lead management process. Your role will involve ensuring data integrity, supporting users, and implementing best practices to drive platform efficiency and effectiveness. Strong problem-solving skills and a deep understanding of Salesforce functionality, particularly in lead and opportunity management, are essential for success in this position.
Company Profile:
Our client is Bermuda-based company and is the first Innovative Insurer General Business (IIGB) insurer regulated by the Bermuda Monetary Authority (BMA). Founded in 2019, they are a leading specialty insurance carrier serving emerging industries, including digital assets & Web3, AI, the space economy, fintech, and beyond.
As they continue to grow, they are now seeking a meticulous and diligent Salesforce Administrator to join their passionate and dedicated team.
This career opportunity is perfect for those looking to join an organization that prioritizes innovation along with collaboration, diversity, and accountability.
Duties and Responsibilities:
•Salesforce Administration: Serve as the primary point of contact for Salesforce CRM maintenance, customization, and support
•Lead Management Optimization: Configure and maintain lead management workflows, rules, assignment processes, and lead-to-opportunity conversion tracking
•Customization: Customize Salesforce objects, page layouts, fields, record types, reports, and dashboards to enhance visibility into lead pipelines
•Data Integrity & Management: Ensure accurate lead data through regular data cleansing, deduplication, and data validation rules
•Process Automation: Implement automation using tools like Process Builder, Flow, and Workflow Rules to streamline lead assignment, notifications, and escalation processes
•User Support: Provide ongoing support for Salesforce users, including troubleshooting issues, answering questions, and conducting training for new team members
•Reports & Dashboards: Develop and maintain custom reports and dashboards to provide insights into lead generation, conversion rates, sales team performance, and overall pipeline health
•Integrations: Support integrations between Salesforce and other applications like the Policy Administration System or the Claims System
•Compliance & Security: Ensure compliance with data security policies, including role-based access control and adherence to Salesforce best practices
•Continuous Improvement: Identify opportunities for process improvements, increased productivity, and scalability within the Salesforce CRM environment
Requirements
Must-have Skills / Qualification:
•Bachelor’s Degree in Information Technology, Science, Engineering or related
•Minimum of 2 years of extensive experience as a Salesforce Administrator
•Proficient in Salesforce configuration, including custom objects, fields, workflows, and validation rules
•Hands-on experience with lead assignment rules, lead scoring, and automated lead nurturing workflows
•Experience with Salesforce reporting and dashboard tools
•Familiarity with Salesforce Flow, Process Builder, and other automation tools
•Strong Analytical Skills: Ability to analyze data and translate business needs into functional Salesforce solutions
•Excellent communication skills, with the ability to train and support users across departments, including sales and marketing teams
•Attention to Detail: Strong organizational skills with a focus on maintaining high-quality data and following up on outstanding issues
•Team Player: Ability to work collaboratively in a fast-paced, dynamic environment
Advantageous Skills:
•Salesforce Certification: Salesforce Administrator (ADM201) certification
•Prior experience with focus on lead and opportunity management
•Experience with Salesforce Sales Cloud or Marketing Cloud
•Experience with integrating Salesforce with external lead-generation and marketing platforms
•Familiarity with data migration and data cleaning tools, such as Data Loader or third-party apps
