Career Opportunity

SalesForce & Operations Administrator

Role Description

The SalesForce & Operations Administrator will play an integral role in the training of new users and growing the Salesforce.com skill set across the organization.

Responsibilities

  • Serve as primary system administrator for the Salesforce.com environment with 20+ users, expected to double in 2 yrs
  • Handle all basic administrative functions including user account maintenance, reports and dashboards, workflows and other routine tasks
  • Complete regular internal system audits and prepare for upgrades
  • Manage Salesforce.com data feeds and other integrations
  • Coordinate the evaluation, scope and completion of new development requests
  • Assist in training of new users, and grow the Salesforce.com skill set across the organization
  • Work independently with members of the user community to define and document development requirements
  • Track long term sales data, aide in forecasting
  • Implement new technologies as needed to support marketing and sales teams
  • Follow ethical practices with consumer and customer data
  • Assist marketing teams in reporting customer outreach methods

Requirements

  • Minimum two years of experience as a Salesforce.com administrator
  • San Diego based
  • Salesforce.com Admin Certified
  • Sales Cloud, Service Cloud and Developer certifications preferred
  • Strong understanding of the platform, with the ability to build custom apps and objects, formula fields, workflows, custom views, and other content of intermediate complexity
  • Proven ability to design and implement new processes and facilitate user adoption
  • Ability to critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs
  • Excellent project management skills and a positive attitude
  • Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upwards
  • Creative and analytical thinker with strong problem-solving skills
  • Must demonstrate ability to communicate effectively at all levels of the organization
  • Analytical, self-motivated, and excited to refine our customer acquisition strategy at a fast growing company

Benefits:

  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Company Overview

Trovata.io is the first financial software solution (fintech) of its kind. We’re at the forefront of a new wave of connected business systems, and are the first to leverage open banking (direct bank integrations) to help with key business challenges that every company faces: managing and forecasting cash flows.

Our solution was developed by a longtime CFO who knew there had to be a better way, and is engineered by experienced software developers from Capital One. We’re fortunate to be financially backed backed by the largest bank in the United States (JP Morgan Chase) as well as top-tier VC firms.

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