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CRM Specialist

Company: The Surplus Line Association of California
Location: San Ramon
Posted on: July 27, 2022

Job Description:

A great workplace thrives on ideas and opportunity - we are looking for team members who are knowledge-able, collaborative, and motivated to make a difference.
The SLA assists its members' compliance with California laws and regulations; helps maintain a healthy, fair, and competitive surplus line marketplace in California; and strives to protect the interests of California insurance consumers. We believe in doing whatever it takes to help our members by providing the right technology to bring insurance into the modern era.
We need a CRM Specialist who will be responsible for Salesforce configurations, change requests, system administration, building reports and dashboards within Salesforce, manage setup, user permissions, custom page layouts, and create and maintain documentation on processes, process flow, policies, protocols, application configuration, and help-related materials for users.Here are the essential responsibilities---


  • Manage multiple stakeholders' engagements and work with associated team members to understand requirements and facilitate business process analysis sessions.
  • Manage Salesforce roles, profiles, sharing rules, workflows, groups, user setup, fields, object customizations, record types, page layouts, templates, validations.
  • Provide Salesforce technical & business assistance to all end users. Prepare training material and provide end-user training via web conferencing and/or recorded presentations.
  • Build customized reports and dashboards within Salesforce including ad-hoc requests and maintain the sales cloud.
  • Proactively recommend new features and improvements to optimize and grow the use of the platform.
  • Collaborate with key stakeholders to build, iterate, and improve existing or new processes and functions.
  • Perform maintenance tasks, including diagnostic tests and duplicate entry cleansing. Implement data maintenance procedures to enhance and improve data integrity.
  • Support daily activity of the Salesforce platform, supporting users and correcting unanticipated issues that arise throughout the day. Identify and document the root cause of issues and recommend continuous improvement to prevent reoccurrence.
  • Work with consultants, developers, and vendors on platform enhancements and development projects, including integration with systems such as Office 365, DocuSign, Active Directory, and other software applications.
  • Update and maintain a bug tracking system containing bugs and enhancements. Work platform issues in priority order, making corrections and testing as specified, updating issue resolution information and associated documentation.
  • Communicate with managers, project sponsors, co-workers, customers, and/or consultants regarding the status of specific projects, features, issues.
  • Coordinate with user groups and developers to determine appropriate timing for production releases.

    Education and Experience

    • 2+ years of experience with Salesforce configurations, customizations, security, workflows, profiles, roles, permissions, objects, fields, Reports, templates.
    • Experience with Salesforce Sales & Service Cloud and Salesforce Pardot.
    • Background in CRM process design and implementations.
    • Strong presentation and communication skills.
    • Ability to interact and work effectively with superiors, peers, consultants, end-users, State employees, and outside vendors.
    • Effectively present information in one-on-one and small group situations to others inside and outside the organization.
    • Carry out instructions furnished in written, oral, or diagram form.
    • Apply logical and technical concepts to identify and define problems, collect data, establish facts, and draw valid conclusions.
    • Work appropriately with Salesforce platform and data issues that involve several variables in potentially complex situations.

      Job Information

      • Full benefits, including health, dental, vison, 401K, paid time off and more
      • This is a Fulltime - hybrid position - occasional in-office work will be required
      • Must be a California resident
        PI180668676

Keywords: The Surplus Line Association of California, San Ramon , CRM Specialist, Other , San Ramon, California

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