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Associate Salesforce Admin
2 weeks ago
The role is responsible for providing support to the Business Intelligence & Analytics team within Columbia Threadneedle Investments, an asset management group of Ameriprise Financial. This individual will be responsible for end-user support, maintenance and updates to the platform. They will work collaboratively with business users to understand issues, then drive the technical solutions that are aligned with the business strategies and the organization's architectural standards.
**Responsibilities**
2. Guiding team on all basic administrative functions including: User setup and maintenance; Report and Dashboard creation and maintenance using Salesforce; Account and Contact management using data best-practices; Maintaining custom object and junction object configuration and data
3. Troubleshoot issues related to Flows and other automations, escalating findings with comprehensive details to technical team
4. Regular and ad hoc Salesforce CRM data updates, test and deploy effective data driven tools for business processes including working knowledge of inventory of relevant data sources and 3rd party vendor data
5. Explore opportunities to drive efficiency in operations by automating reports/processes, simplification/ elimination of redundant activities
6. Design infrastructure to support new processes or programs. Create and maintain process documentation including data definitions and sources
7. Collaborate with other teams to build scalable outputs to analyze and interpret business needs
**Required Qualifications**
1. Bachelor’s degree in Finance/Engineering or any related fields and/or MBA
2. 1 - 3 years of relevant experience in Salesforce Administrator role for a global financial services firm
3. Salesforce Administrator Certification
4. Previous use and experience with custom objects and junction objects. Experience with Data Loader
5. Exceptional communication skills (needs to effectively work and stay in touch with global colleagues across different business units)
6. Outstanding analytical skills and the ability to manage and interpret large amounts of data
7. Excellent knowledge of MS Excel, PowerPoint, and Word
8. Excellent organizational and project management skills to track and manage multiple deliverables with various process steps and deadlines
9. Team player and collaborative, but can also work autonomously, both with a critical focus on ensuring consistent delivery
**Preferred Qualifications**
1. Asset management experience preferred
**About Our Company**
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
