Associate Salesforce Administrator

About the Company

All In Credit Union is dedicated to creating a supportive and inclusive environment for both members and employees. This dynamic, purpose-driven organization values community involvement and professional growth, operating with core values represented by the acronym SPARKLE — Smiling, Passionate, Accountable, Resilient, Kind, a Listener, and Empathetic. The credit union champions diversity and equal opportunity, providing accommodations and fostering a culture that embraces all individuals.

About the Role

The Salesforce Administrator will oversee the administration, promotion, and enhancement of Salesforce along with other integrated business software to ensure optimal platform performance. This role acts as a liaison between business teams and technical functions to support user adoption, troubleshoot issues, and guide system improvements aligned with organizational needs.

Responsibilities

• Conduct user and task analyses to guide the design and ongoing refinement of Salesforce implementations.
• Facilitate workshops to map processes and document outcomes through journey maps and service blueprints.
• Implement effective business workflows using standard and customized Salesforce objects, fields, layouts, security, validation, and workflow rules.
• Monitor system usage and performance metrics to identify opportunities for improvement and enhanced member experience.
• Develop detailed business requirements, system documentation, and change management plans.
• Provide consultation to business units on Salesforce functionality to streamline operations.
• Create and customize Salesforce reports and dashboards to support decision-making.
• Troubleshoot system issues and coordinate timely resolution of performance or productivity concerns.
• Conduct user acceptance and usability testing, preparing test plans and documenting results.
• Develop system and end-user documentation and deliver training and coaching sessions.
• Respond promptly to support requests and maintain Salesforce administrative tasks, including user rights and license auditing.
• Assist with compliance training related to BSA/OFAC regulations and member inquiries.

Required Knowledge, Skills & Abilities

• At least one year of CRM administration experience, preferably Salesforce; Salesforce certifications or relevant training preferred.
• Bachelor’s degree in Computer Science, IT, Business, or related field, or equivalent professional experience.
• Proficient with MS Office (Word, Excel, PowerPoint), Outlook, and internet applications.
• Familiarity with financial institution processes and core systems.
• Experience using reporting and query tools with strong data visualization skills (pivot tables).
• Strong analytical and problem-solving abilities, able to evaluate alternative solutions effectively.
• Excellent verbal and written communication tailored to various audiences.
• Time management skills to organize both personal and team schedules.
• Knowledge of BSA/OFAC compliance with the ability to assist members and complete annual training.