Job Category : Brand & Business Development
Requisition Number : SALES001058
- Posted: August 21, 2024
- Full-Time
- Hybrid
Locations
Showing 1 location
Miller Kaplan Arase
4123 Lankershim Blvd
North Hollywood, CA 91602, USA
San Francisco
595 Market Street
Suite 920
San Francisco, CA 94105, USA
Seattle
2101 Fourth Avenue
Suite 1830
Seattle, WA 98121, USA
Denver
1805 S. Bellaire Street
Suite 110
Denver, CO 80222, USA
Miller Kaplan is a different kind of CPA firm; we believe in building a legacy—yours. We want to give our clients the very best, and we understand that begins with helping our employees be their best through professional mentorship, life-work integration, and a sense of community. That starts with you!
Job Summary
Reporting to the Director of Brand & Business Development, you will help support the department’s initiatives, campaigns, and goals forward by overseeing our CRM. You will be responsible for managing and optimizing Salesforce, working with relevant stakeholders to ultimately meet the firm's requirements. The Salesforce Admin will own user management, import data as needed, troubleshoot issues, ensure optimal performance of Salesforce systems and products, and provide user training as needed.
Duties/Responsibilities:
- Manage all aspects of user and license management including new user setup/deactivation, roles, profiles, permissions, sharing rules.
- Salesforce configuration changes, including (but not limited to): Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards, and reports.
- Identify and gather requirements, translating into best practice, scalable solutions with a focus on exceptional user experience.
- Identify unused or underutilized platform features.
- Create a platform roadmap and define priorities, liaising with stakeholders.
- Own the communication of any platform changes to end users and stakeholders.
- Data management to improve Salesforce data quality, implementing rules and automation as needed.
- Proactive system maintenance including Security Reviews, Release Updates, Health Check, and Optimizer.
- Monitor and improve user adoption.
- New user and ongoing user training.
- Technical & end user documentation.
- Working with integrated application.
- Perform other related duties and projects as assigned.
Education and Experience:
Required:
- A bachelor’s degree (equivalent experience will also be considered).
- Experience with Pardot/Marketing Cloud Account Engagement or other Marketing Automation tools.
- Experience working with a consulting partner to deliver projects.
- Strong Salesforce product knowledge and at least 3+ years of Salesforce Administration hands-on experience with Sales Cloud, Pardot, and Digital Experiences.
- Experience in change management and governance.
- Experience training end users and key stakeholders.
Required Skills/Abilities:
- A proactive attitude to platform enhancements.
- Ability to translate requirements into technical solutions.
- Expert ability to distill technical topics into concise, layman’s language.
- Excellent relationship-building skills / Ability to liaise with stakeholders at all levels.
- Strong attention to detail & organizational skills.
- Commitment to quality.
- Stay current with evolving technologies, platforms, and best practices.
- Active in the Salesforce community.
Physical Requirements:
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at a time.
Ready to embark on a fulfilling career journey with us? Join our team and unlock a world of opportunities and support!
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