The culture at FinGlobal revolves around putting clients first, and our employees exemplify this commitment through their adherence to our unique values.
Integrity
Accountability
Excellence
Innovation
These principles guide our performance, improve our reputation, and prepare us for the future.
Disclaimer
As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
The Salesforce Administrator is a member of the Information & Communications Technology (ICT) team reporting to the Head of Business Enablement.
The Salesforce Administrator assumes the primary responsibility for overseeing all aspects of Salesforce within an organisation where they are the expert. The role includes customizing, configuring, and developing the Salesforce platform using languages like Apex and Visualforce. The role drives initiatives to streamline workflows, automate processes, and optimize the platform's effectiveness, ensuring it aligns with the organization's strategic goals.
Requirements
It is desirable that the candidate have proven expertise in both business and technical facets of the role, including:
Relevant tertiary qualification in Computer Science, Information Systems, or related
Evaluate and recommend software products based on functionality and value.
Design and maintain Salesforce process automations to streamline business operations
Testing
Manage sandboxes (refreshes, seeding) and migration of master data.
Prepare test cases, test data, and test for quality.
System Maintenance & Upgrades
Monitor system health, performance, and error logs.
Resolve configuration and system issues proactively.
Manage releases, system upgrades, and integrations with other platforms.
Stay current with Salesforce releases, new features, and best practices.
Security & Compliance
Enforce data governance and compliance standards across the platform.
Maintain security policies, role hierarchies, permission models, and data sharing rules.
Ensure adherence to company and regulatory compliance requirements
Support & Training
Provide first-line technical support, troubleshoot issues, and manage support tickets.
Identify recurring issues and recommend long-term solutions.
Deliver training, documentation, and guidance to end-users to drive adoption.
Keep stakeholders updated on task progress in line with Agile methodologies
Collaboration & Vendor Management
Partner with developers and third-party vendors on complex customizations and integrations.
Collaborate with business stakeholders to gather requirements and translate them into scalable Salesforce solutions.
Communicate and align with mobile app developers where Salesforce functionality integrates with apps
Documentation & Reporting
Create and maintain documentation on processes, policies, and system configurations.
Track time spent on tasks and report progress against deliverables.
Maintain clear communication with stakeholders regarding development and release schedules.
General
Deliver a configured CRM system on the Salesforce platform to meet business requirements.
Ensure ease of maintenance by implementing best practices and architectural standards to limit customization.
Enhance the CRM system to meet time, quality, and cost expectations.
Compliance
Comply with all company standard operating procedures (SOPs), policies, guidelines, and procedures.
Comply with all regulatory rules, including but not limited to FSCA, FAIS, and SARB (where relevant).
KEY RELATIONSHIPS
=====================
Internal
Primary
Information & Communications Technology (ICT) team members - interact and communicate to ensure successful delivery of project/programme outcomes.
Chief Operating Officer (COO) and Head of Business Enablement
-
to seek advice, direction, and guidance on delivery of successful project
Secondary
Risk and Compliance - to consult and seek advice on financial / business risks, controls, mitigating actions and response.
External
Salesforce system integrators (Salesforce.com).
Technical resources from external companies.
Competencies
Managing Relationships
Works to build and maintain friendly, and constructive relationships with colleagues and business partners; is responsive to the needs, and opinions of others.
Ability to plan and
organize
Able to prioritize and plan multiple tasks and yet be flexible and adaptable in revising plans and priorities on short notice to achieve objectives.
Sense of urgency
Able to cope with pressure and show ability to deal with urgent matters.
Action Orientation
Initiates action to achieve objectives within set deadlines and pro-actively takes responsibility for achieving work objectives and shows willingness to go the extra mile.
Decision-making
Able to come to a decision, whether it be to further an investigation or for purposes of recommendation / escalation to management.
Resilience
Able to tolerate and persevere in a reactive environment. The tolerance to deal with conflicting information. Displaying the perseverance, energy and drive to persist, despite interruptions and unforeseen / unexpected changes until tasks have been successfully completed. Able to deal with ambiguity.
Systems knowledge
Familiar and proficient with MS Office (Outlook, Word, and Excel). Sound understanding and proficiency with FinGlobal Group CRM system (Salesforce).
Product Knowledge
Advance knowledge of the products and/or services FinGlobal Group offers to their customers locally and internationally.
Adaptability
Willingness to learn and adjust to a changing work environment.
Co-operation &
teamwork
Co-operative in planning and striving to see that the goals and objectives of the company are being realized.
Beware of fraud agents! do not pay money to get a job
MNCJobs.co.za will not be responsible for any payment made to a third-party. All Terms of Use are applicable.