Salesforce Administrator

1 week ago

Pune, Maharashtra, India LRI Invest Full time


The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers.

Apex has continually improved and evolved its product suite by surrounding these core administrative services with additional products spanning the full value chain of a fund; from information delivery and regulatory products to fund platforms and tax services.

The globally distributed service model has rapidly expanded through a combination of organic growth and more recently bolstered by acquisition.

Service is now delivered by over 10,000+ staff across 50+ offices. The Apex Group administers circa $2.3 trillion in assets, including the investments of some of the largest funds and institutional investors in the world

Senior Salesforce Administrator

Role purpose


Under the supervision of the Global Head of Salesforce, the Salesforce Administrator will provide support to the organization through the customization and configuration of the Salesforce platform and business analysis for Salesforce purposes.

TheSalesforceAdministrator will be responsible for the day-to-day configuration, support, maintenance, and improvement of our database.

The Business Analyst is responsible for liaising with business teams in order to elicit, analyze, communicate and validate requirements for changes in business processes, policies and information.


Role Responsibilities:

  • Focus on the organizations use of data towards what best serves our mission.
  • Manage Salesforce roles, profiles, sharing rules, workflows, groups, user maintenance, modification of page layouts, generation of reports and dashboards, creation of new fields and other routine tasks.
  • Automate processes usingSalesforcetools such as process builder, approval processes, workflow and validation rules.
  • Manage less complexSalesforceintegrations those not handled by aSalesforceDeveloper or Consultant/Partner.
  • Identify, install and maintain appropriate apps from the AppExchange.
  • Train new users and grow theSalesforceskill set across the organization.
  • Document customizations made inSalesforce.
  • Manage operational requests and troubleshoot issues.
  • Maintain database for integrity and accuracy including cleansing and duplicate record management.
  • Manage all sales related technical resources and migration of data into Salesforce.
  • Run and store the weekly snapshot (data export) of the system data and attachments, including all history tables. Keep the snapshots for at least 90 days.
  • Look at the login history table to spot any user lockouts, excessive login errors, and unexpected IP addresses.
  • Run all APEX tests in the system to spot any new errors that may have crept in due to changes in validation rules, triggers, or data cleanup.
  • Open up the Setup Audit Trail and look for any changes/adds/deletions made.
  • Working with business representatives to understand requirements, scope and acceptance criteria
  • Analyzing and document business processes
  • Writing User Manuals, Training Material and Application Support Documents as required.

Skills Required:

  • SalesforceAdmin (ADM201 and ADM211) certified REQUIRED.
  • Knowledge of Dataloader, Workbench and SQL Server Reporting Services.
  • Strong understanding of theSalesforceplatform, with the ability to build custom apps and objects, formula fields, processes, custom views, and other content of intermediate complexity preferred
  • Excellent verbal and written communication skills.
  • Demonstrated ability to meet deadlines, and handle and prioritize simultaneous requests.
  • Knowledge of Pardot, Workday and Xactly is a plus.

Qualifications:

  • Bachelor Degree Level education in Computer Science, Engineering, Business or closely related field, or equivalent qualifications/work experience
  • Minimum 5 years hands on experience as a Salesforce administrator.
  • Must have experience with Sales cloud in the lighting environment.
  • Experience of translating requirements into technical tickets.

What you will get in return:

  • A genuinely unique opportunity to be part of an expanding large global business
  • Working with a strong and dynamic team
  • Training and development opportunities
  • Exposure to all aspects of the business, crossjurisdiction and to working with senior management directly

Additional information:


We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

LI-VJ1

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