Functional Analyst III

What you’ll be doing:

• Proactively seek out and identify needed system changes.
• Proactively gather feedback from users.
• Manage system changes without interruption to the user.
• Communicate system changes to the users in advance so they understand the change and how to use it prior to implementation.
• Gather requirements from end users.
• Modify the system to increase benefits and usability.
• Manage the change control process and “Change Management” Committee if appropriate.
• Manage all processes that impact / relate to Salesforce.com.
• Manage new releases of SFDC and efficiently roll out new features.
• Create and maintain fields, views, reports, dashboards, campaigns and other salesforce.com objects and functions.
• Create custom objects when necessary.
• Handle on-going customization/ alteration of Salesforce.com.
• Maintain, enhance and create workflows, functions and configurations within the Salesforce.com environment.
• Create new reporting capabilities and respond to ad hoc reporting requests as needed.
• Provide support functions as needed.
• Provide sales and financial data to company executives.

Maintain System, Security and Integrity -

• Map salesforce.com hierarchy and territories in response to personnel changes.
• Reassign Accounts, Contacts, and Opportunities in response to personnel changes.
• Grant/ remove and maintain user licenses.
• Maintain security including sharing rules and security levels.
• Design, Create and maintain user roles, profiles and hierarchies.
• Monitor application storage usage and archive data as needed.

User Assistance, Training, Adoption and Satisfaction -

• Create and administer training to existing or new users/groups.
• Provide one to one training to end users on an on-going basis.
• Expand use of Salesforce.com – attend planning meetings, assist with determining if /how salesforce.com can be used in new ways as opposed to purchasing a new internal system.
• Assist sales management to create processes in salesforce.com to help monitor activities, trends, sales and leads.
• Communicate regularly with user base regarding new features, enhancements and changes to the system.
• Monitor usage and mentor users/groups needing assistance.
• Continually seek ways to further enhance the end-user experience.
• Be the company SME on Salesforce.com.

Process Creation, Documentation and Maintenance –

• Document company processes and workflows.
• Develop process documentation and field maps.
• Create new processes and associated reporting.

Data Quality, Migration and Maintenance -

• Assist with migration from older systems/processes into Salesforce.com.
• Monitor neglected Leads, Opportunities, Accounts, and Contacts as appropriate.
• Import data as appropriate.
• Monitor and manage exception logs for back end system integration with SFDC.
• Manage duplicate records.
• Monitor and improve data quality.
• Ensure data integrity by merging duplicate Leads, Contacts, and Accounts; performing mass uploads and updates of data as required; Removing unnecessary fields and data; ensuring screens, fields and workflow have accurate names and reflect current workflow.

Report and Dashboard Creation and Maintenance -

• Create and maintain dashboards.
• Create and maintain reports including folder maintenance.
• Develop complex, macro driven reports to summarize system information for Senior Management.
• Build and manage report folders for reps to improve sales efficiency.

Experience:

Candidates must possess a minimum of 6 years of professional experience in the web development field. Within this period, at least 3 years should be dedicated specifically around AWS environment.