Salesforce Administrator

Greenbox Capital is a financial technology company, founded in 2012, specializing in small business loans and merchant cash advances. As we scale, our focus remains on lean, efficient operations to create a company that funds business owners in minutes. With a footprint in both the United States and Canada, we are committed to supporting small business growth through agile and accessible funding solutions.

As a Salesforce Administrator, you will support and enhance our next-gen Salesforce platform alongside Salesforce Architects, Developers, and the Technology team. This role requires a deep understanding of the Salesforce platform, along with strong collaboration skills to work with stakeholders and technology peers to define, design, and integrate comprehensive solutions.

Key Competencies:

1. Salesforce Expertise: Extensive hands-on experience in Salesforce administration with a focus on Sales and Service Cloud.
2. Analytical Thinking: Strong critical thinking and problem-solving skills to analyze data, trends and propose targeted solutions.
3. Communication: Exceptional verbal and written communication skills, with a customer service mindset, for effective collaboration across all organizational levels.
4. Agile Project Management: Experience working on an Agile methodology team, including all required Agile ceremonies, and sprint commitments.
5. Documentation and Demos: Ability to provide detailed documentation and conduct business-facing demos for new features and functionality.

Responsibilities:

• Act as the primary contact for operational support functions, including user administration, licensing, monitoring, and release schedules.
• Collaborate in the design and implementation of system configurations and no/low-code solutions, such as Flows, Data Loader, and Reporting and Dashboards, under the guidance of Salesforce Architects and Technology leadership.
• Participate in platform extensions through APIs and AppExchange solutions.
• Work with colleagues to create prototypes and proofs of concept to define evolving requirements.
• Maintain up-to-date status, next-steps and resolutions on support related requests, including escalations to either Product or Technology as needed.
• Provide input for user stories, acceptance criteria, and requirements.
• Ensure thorough documentation for all released features and functionality with each sprint.
• Conduct business-facing demos of new features and functionality.
• Support quality assurance testing and deployment processes.
• Serve as a liaison between business stakeholders and Technology colleagues for Tier 1 support and new work requests.

Qualifications:

• Minimum 5 years of hands-on experience as a Salesforce Administrator, focusing on Sales and Service Cloud.
• Expert knowledge of Salesforce security models, licensing, and platform capabilities.
• Strong understanding of Salesforce analytics tools, including Lightning Report Builder and Dashboard management.
• Proficiency in low and no-code Salesforce capabilities such as Flow, Data Loader, and SOQL query tools.
• Excellent communication skills and relationship-building abilities.
• Salesforce Certifications:
  • Administrator
  • Advanced Administrator
  • Platform App Builder
  • Business Analyst

Preferred Qualifications:

• Experience in the financial services or FinTech industry, particularly in MCA services.
• Additional Salesforce certifications, such as User Experience (UIX) Designer, Community Cloud, or Platform Developer.
• Knowledge of Salesforce development technologies like Apex and Lightning Web Components.
• Familiarity with integration strategies, including API Gateways and Big Data solutions, ideally on Microsoft Azure.

KPIs:

1. Reliability: 90% of support requests are responded to within the published SLAs on the Support Intake form and closed with a positive result as confirmed by the requester within 5 days.
2. Efficiency: 90% of committed sprint work assignments such as configuration, reporting or other work items to support bug and enhancement releases are completed within the sprint. 
3. Quality: 90% of bug and enhancement requests needing additional Architect and Developer support, are triaged, documented and assigned to Product for backlog ranking within 5 days.