Job Description

Position Summary. The Salesforce Administrators primary job duties are to provide FineMarks associates with support related to Salesforce, maintain the current organizational configuration, and work with stakeholders to implement new and improved processes to the system. The Salesforce Administrator works closely with other members of FineMarks IT team and plays an essential role in the daily monitoring and maintenance of Salesforce and other data systems. In addition to Salesforce responsibilities, the Salesforce Administrator will also have other related responsibilities, such as monitoring and maintenance of other systems, including DocuSign, document imaging, and API middleware data flow between systems.

Essential Job Functions:

• Supports user base with day-to-day troubleshooting requests.
• Monitors and ensures data integrity through reports and dashboards.
• Imports, updates, manages and cleans the data in Salesforce.
• Manages user profiles and permissions based on their roles.
• Coordinates communication and data flow between various systems.
• Understanding of Salesforce platform customization and automation.
• Evaluates third-party integrations and how they will impact overall system performance.
• Performs proactive system maintenance including Security Reviews, Release Updates, Health Checks, and Optimizations.
• Ability to stay current with Salesforce updates and provide strategic recommendations.
• Communicates regularly with business stakeholders and leadership.
• Designs and manages solutions to business problems or objectives.
• User Training and Adoption.
• Creates technical documentation and user training documentation as needed.
• Regular attendance at the FineMark location designated in this job description, during regular business hours, or assigned hours for the position, is required.

Required Education, Skills, and Experience:

• Bachelors degree with a minimum of 3 years experience as a Salesforce Administrator.
• Salesforce Administrator Certification.
• Knowledge of various declarative Salesforce features, including Flows, Workflow Rules, Process Builder, Validation Rules, and Approval Processes.
• Strong project management skills with experience in system implementation projects.
• Solid governance and technical documentation history.
• Exceptional written/oral communication and interpersonal skills.
• Ability to perform as a team player and work independently but collaboratively, and with minimal supervision.
• Initiative-taking, self-starter with keen attention to detail.
• Excellent analytical, problem-solving, and retention skills.
• Ability to effectively prioritize and execute tasks quickly in a fast-paced environment.
• Experience with DocuSign ESignature, DocuSign CLM, SpringCM, or similar.
• Advanced Microsoft Excel user.

Preferred Education, Skills, and Experience:

• Knowledge of Apex or other C-family programming language.
• Knowledge of SOQL or other query language.
• Basic knowledge of data architecture and application architecture concepts.
• Familiarity with Pardot/Account Engagement or similar email marketing platforms.
• Knowledge of basic information security concepts.

ADA Job Description: The physical requirements and activities described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Requirements. This position primarily requires sedentary work; exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Walking and standing are required only occasionally.
Physical Activities. The following physical activities are frequently required: talking is required to express or exchange ideas by means of the spoken word and hearing, with or without correction, is required to perceive the nature of sounds at normal speaking levels. The use of fingers is frequently required to pick, pinch, type (e.g., keyboard) or otherwise work, primarily with the fingers rather than with the whole hand as in handling. There is frequent repetitive motion which requires substantial movements (motions) of the wrists, hands, and/or fingers. This position may occasionally require that a person climb, balance, stoop, kneel, crouch, crawl, reach, push, pull, lift, grasp and/or feel.
Visual Acuity Requirements. Close visual acuity and the ability to adjust focus, with or without correction, are required to perform activities such as, viewing a computer monitor or written materials and documents; reading; writing; preparing and analyzing data and figures; transcribing; close visual inspection. Some distance vision and color vision may be necessary.
Environmental Conditions. A person is not substantially exposed to adverse environmental conditions and only exposed to moderate noise; they may occasionally work near moving mechanical parts or machinery such as a copier/printer.

FineMark National Bank & Trust complies with the Americans with Disabilities Act (ADA) and the Americans with Disabilities Amendments Act (ADAAA). During the interview process, you may be asked questions concerning your ability to perform job-related functions. As an equal employment opportunity (EEO) employer, FineMark National Bank & Trust adheres to a policy of making employment decisions without regard to race, color, religion, sex, national origin and status as an individual with a disability or protected veteran. We assure you that your opportunity for employment with FineMark depends solely upon your qualifications.

FineMark is a Drug-Free Workplace. Before hire, drug tests are conducted for all positions. Drug and alcohol tests may be conducted during employment. You may request a copy of FineMark National Bank & Trusts Drug-Free Workplace Policy by contacting 239.461.3896.

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