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CRM Administrator at Papé Machinery, Inc. - C & F - Corporate in Eugene, Oregon

Posted in General Business 30+ days ago.

Type: Full-Time

Job Description:


CRM ADMINISTRATOR: The Salesforce Administrator will work as part of the team dedicated to ensuring that we are maximizing efficiency and capitalizing on the full features and benefits of the system based on the various user group needs. We are seeking someone with excellent technical and communication skills who can interface directly with internal stakeholders to understand their needs in order to administer and enhance the system accordingly. This person will serve as the "go to" for users within the operating company, promote adoption, keep current on new releases, provide training, and more. The preferred candidate should have a Salesforce Administrator certification, or the ability to obtain it within the first 3 months of hire.

Essential Duties & Responsibilities:

Create and Manage Changes to the System –

  • Proactively seek out and identify needed system changes in regards to the business process for the operating company.

  • Proactively gather feedback from users.

  • Manage system changes without interruption to the user.

  • Communicate system changes to change management so they communicate to the users in advance so they understand the change and how to use it prior to implementation.

  • Gather requirements from end users for Papé Machinery C&F operating company.

  • Modify the system to increase benefits and usability.

  • Manage the change control process for Papé Machinery C&F operating company.

  • Manage all processes that impact / relate to Salesforce with larger CRM team.

  • Manage new releases of SFDC and efficiently roll out new features for your operating company.

  • Work with a larger release process team for change migrations through developer sandboxes into production.

  • Create and maintain fields, views, reports, dashboards, campaigns and other Salesforce objects and functions.

  • Create custom objects when necessary.

  • Handle on-going customization/alteration of Salesforce with the larger Papé Group CRM team(s).

  • Maintain, enhance and create workflows, functions and configurations within the Salesforce environment with the CRM teams.

  • Create new reporting capabilities and respond to ad hoc reporting requests as needed.

  • Provide support functions as needed.

Maintain System, Security and Integrity -

  • Map 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 – attend planning meetings, assist with determining if /how Salesforce can be used in new ways as opposed to purchasing a new internal system.

  • Assist Papé Machinery C&F sales management to create processes in Salesforce to help monitor activities, trends, sales and leads.

  • Communicate regularly with user base regarding new features, enhancements and changes to the system.

  • Field calls and emails from users to assist with their questions and technical support.

  • Monitor usage and mentor users/groups needing assistance.

  • Continually seek ways to further enhance the end-user experience.

  • Release and train for new features as they are built and released.

  • Be the Papé Machinery C&F Subject Matter Expert (SME) on Salesforce.

  • Overnight travel to regions/store will be required as part of onboarding, and new feature release training.

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 -

  • Import data as appropriate.

  • Monitor and manage exception logs for back end system integration with Salesforce.

  • 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.

Essential Requirements:

A system administrator needs a solid understanding of the Papé Machinery C&F business systems while interfacing with Papé Group’s overall CRM administrators. They will be expected to turn business processes into actionable items within Salesforce. They must have solid Salesforce skills and ideally, understand the general concepts and how to apply them to varied solutions. They should be proactive, organized and logical.

Education & Qualifications:

  • 1 to 3 years of Salesforce administration experience

  • In-depth knowledge of the standard capabilities of SFDC

  • Preference given for Certified Salesforce Administrators

Why work for Pape’:

  • Competitive pay based on your skills, training, and experience level

  • Outstanding benefits including – 401(k) Retirement Plan with Company Match; Medical, Dental, Vision and Prescription Insurance; Flexible Spending Accounts (Flex Plans); Life Insurance; Short- and Long-Term Disability Insurance; Progressive Vacation Plans; Online and Instructor-Led Training; Tuition Reimbursement for Training Programs

  • Advancement – Pape’ is a dynamic, growth-oriented organization with a focus’ on promoting from within.

  • Stability and reputation — Pape’ is a family-owned, fourth-generation company with over 130 locations, over 3,600 members and 80 plus years of experience. Pape’ is known for their stability, their honesty and their integrity.

  • Equipment – We have the largest equipment inventory in the West and an unparalleled parts inventory!

  • Employee impact – Enjoy an open-door policy where your voice will be heard and your opinions will matter.

  • Training – You will be provided with training and mentoring to prepare you for your role and continued learning to grow your skills.

The Pape’ Group maintains a drug-free workplace and as such, requires candidates to successfully pass a pre-employment drug test.

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