Overview

CO-OP Financial Services is bringing digital transformation to the credit union movement. We’re creating innovative technology solutions that help not-for-profit credit unions best serve their members and compete with the big banks. As a result, our world-class team is growing faster than ever! If you’re passionate about technology and want to be part of a purpose-driven organization, this is an exciting opportunity to provide real value and help shape the future of human-centered financial services.

We are seeking a talented Salesforce Administrator to manage the Salesforce.com CRM, handling daily Salesforce case work and tickets to maintain and upgrade existing functionality. The Salesforce Administrator interacts directly with team members, managers and end users as necessary to complete assigned work.

Manage the Salesforce.com CRM application including ongoing support requests and administrative needs of users by providing prompt and complete resolution to technical challenges and business issues.
Hands on configuration of Sales and Service Cloud including users, roles, security, profiles, workflow rules, custom objects, etc.
Develop reports, dashboards, and processes to continuously monitor data quality and integrity. Execute data cleansing projects.
Document new and existing processes in SFDC.
Collaborate with internal teams effectively, and seek to understand user experience and stakeholder perspective on operational processes.
Work with various functions and end users to identify, document, and communicate standard business processes as they relate to Salesforce.
Proactively identify and implement operational improvements, enhancements, and system customizations that meet business requirements.
Seek out ways to utilize SFDC to improve processes and productivity, and make recommendations to support an organization scaling at a rapid pace.
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.

Bachelor’s degree or equivalent experience.
2+ years’ experience implementing and configuring Salesforce.com.
Strong verbal/written communication and data presentation skills, including an ability to effectively communicate with both business and technical teams.
Certified Salesforce.com Administrator (ADM-201) or equivalent experience.
Experience with AppExchange.
Experience managing and triaging user submitted issues via ticketing system(s).
Experience using Salesforce data tools (Data Loader).
Experience working in iterative projects, and with deployment strategies/processes (staging environment vs. production).
Solid understanding of and detailed experience with the Salesforce.com architecture.
In-depth understanding of the capabilities and constraints of the SFDC CRM application coupled with good understanding of the business processes (Sales, Marketing, Partner Management, etc.).
MS Office.
Strong organization skills.
Strong attention to detail and excellent problem solving skills.
Strong verbal/written communication and data presentation skills, including an ability to effectively communicate with both business and technical teams.

Get ready to be part of the exciting, ever-evolving and growing credit union movement! As a CO-OP employee, you’ll have a chance to directly impact the access of financial opportunities to individuals and communities – and you’ll help drive the future of fintech at an energetic organization where contributions are valued, and innovation is championed.

With more than 35 years of industry leadership, CO-OP Financial Services is the largest, most comprehensive credit union service organization in the nation. CO-OP serves as THE credit union technology engine, bringing payments solutions, engagement services and strategic counsel to help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service.

CO-OP serves more than 3,000 client credit unions, with 60 million debit and credit cardholders, nearly 30,000 surcharge-free ATMs and more than 5,600 shared branches nationwide. Our vast technological ecosystem facilitates more than 6.5 billion transactions every year and equips credit unions of all sizes to deepen member engagement and prosper in the fast-paced world of fintech.

Fun, challenging and, collaborative work environment with passionate colleagues that care deeply about the intersection of technology and human-centered financial services.
Health benefits – medical, dental, & vision plus wellness programs and gym reimbursements.
401K with generous company match.
Tuition reimbursement.


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