OneDigital
Fierce Advocates of Health, Success and Financial Security
Connect with This Employer:About the Company
OneDigital is dedicated to helping businesses and individuals achieve their goals in health, success, and financial security. Through a combination of insurance, financial services, and HR solutions, the company offers personalized, tech-driven support for today’s evolving work-life needs. Recognized nationally for its culture of care, OneDigital serves over 100,000 employers and millions of individuals, providing integrated worksite products and services, as well as retirement and wealth management guidance through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, the company has a presence in most major U.S. markets.
About the Role
This position calls for an experienced Salesforce professional with expertise in Financial Services Cloud. The role focuses on developing and maintaining the Salesforce instance to meet complex business needs. As part of a collaborative and agile team, this position requires creating user-friendly solutions, managing system integrity, and working alongside teammates to achieve objectives effectively.
Key Responsibilities
- Leverage expertise in Financial Services Cloud to support business processes, with additional knowledge of Sales Cloud, Service Cloud, and Experience Cloud considered an advantage.
- Build and maintain Salesforce applications, including custom objects, fields, flows, and reports.
- Configure databases with advanced features like dynamic Lightning pages and complex formulas.
- Maintain data accuracy and security protocols.
- Train and support users in Salesforce tools, apps, and best practices.
- Evaluate new Salesforce features and recommend process improvements.
- Translate business requirements into actionable system changes or enhancements.
- Collaborate with teams to deliver well-structured Salesforce solutions.
- Test and troubleshoot systems, ensuring issues are resolved promptly.
- Document system processes and maintain up-to-date records for reference.
- Guide junior team members and contribute to their professional growth.
Qualifications and Skills
- Deep knowledge of Financial Services Cloud is required.
- Proficiency in Salesforce platform administration, with at least 4 years of experience.
- Hands-on experience with unit testing and deploying change sets from sandbox environments.
- Strong familiarity with software development practices and project management methodologies.
- Advanced skills in Microsoft Suite, particularly Excel (e.g., pivot tables, data tables, formulas).
- Excellent communication and interpersonal skills for email, phone, and in-person interactions.
- Highly organized and able to prioritize multiple tasks with precision.
- A proactive approach to resolving challenges and completing tasks efficiently.
Education and Certifications
- Completion of some college coursework is required; a Bachelor’s degree is preferred.
- Salesforce certifications are advantageous.
Compensation and Benefits
Compensation is based on skills, education, experience, and location. Eligible roles include variable compensation, commission, or annual bonuses. Benefits offered include:
- Comprehensive health, retirement, and wellness plans.
- Paid time off and overtime pay for non-exempt employees.
- Learning and development opportunities.
- Reimbursement for job-related expenses.
- Access to exclusive employee discounts and perks.