Salesforce Operations Specialist

4 semanas atrás


Lisboa, Lisboa, Portugal Phiture Tempo inteiro
About this role

We are seeking a dedicated Salesforce Administrator to join our CRM Operations team in Nordea Asset Management Institutional and Wholesales Distribution. As a key member of our team, you will play a vital role in providing exceptional support to our 200+ internal Salesforce users, ensuring they have uninterrupted access to the information and data they need to effectively distribute our funds.

Key responsibilities
  1. Salesforce and Marketing Cloud End user support: Answer to requests (both technical and business process related)
  2. Produce reports and dashboards for key stakeholders and management
  3. Deliver trainings to ensure users are proficient in using Salesforce
  4. Salesforce and Marketing Cloud administration: System administration, user/permission management and controls, manage fields, objects, rules, workflows and other configurations, changeset management
  5. Monitoring of external system integrations and process improvements and analysis
  6. Change initiatives: Collection and documentation of requirements, solution design (in collaboration with developers), testing, implementation, documentation and training
  7. Fund data deliveries: Fund data input, maintenance and quality control in Salesforce, oversee regular delivery of static fund data to data vendors and other external parties, liaise with data vendors on static fund data delivery related changes and issues
  8. Maintaining high quality process documentation for Salesforce related tasks
About you

We are looking for someone with a good understanding of the Salesforce.com platform and best practices, including knowledge of Reports and Analytics and at least basic knowledge of Declarative Salesforce Methodology; Workflow, Process Builder, Flows etc. You should be service-minded, possess good interpersonal and communication skills, have good troubleshooting skills, enjoy working in the intersection of technology and business, and be able to effortlessly navigate both worlds.

You should be creative and self-motivated, able to collaborate remotely and independently organise and perform your work ensuring priorities and deadlines. You should be very attentive to detail and a focused person, with a proven analytical mindset and eager to contribute to continuous improvements of data quality and process efficiency.

We are looking for someone who is interested in Asset Management and has a good understanding of IT main principles and is willing to improve their technical skills. You should have a first experience working with Salesforce Administration in the Financial sector, ideally Asset Management. Other certifications, especially Marketing Cloud Administrator, are an asset. A Master's degree in IT, economics, finance or similar is required, and proficiency with Microsoft office applications (especially Excel and Visio) is necessary. Fluency in English (mandatory) is also required.



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