Summary of the Position:
The Senior Salesforce Administrator ensures that we are maximizing efficiency and capitalizing on the full features and benefits of our Salesforce platform. The Senior Salesforce Administrator will report to the VP of Sales Operations, and will collaborate closely with functional leaders to support, configure, maintain, and improve TSC’s Salesforce ecosystem in support of daily operations and strategic initiatives. The position will provide Salesforce support to internal and external end-users and serve as a mentor for other Salesforce Administrators on the team.
Primary Functions of the Position:
- Serves as a system administrator for the entire Salesforce platform including Sales Cloud, Service Cloud, Experience Cloud, Pardot, and Salesforce Shield
- Handles administrative functions including user account maintenance, reports and dashboards, workflows, process builders, flows, triggers, validation rules, campaigns, custom objects, change management, and sandbox deployments
- Key contributor to our ongoing development efforts for our customer-facing Salesforce Experience Community; including QA testing, UAT testing, and vendor management
- Helps prioritize and triage all Salesforce issues and enhancement requests directly with the Sales Operations team
- Organizes and performs system training and demonstrations to internal and external users
- Creates documentation of new system processes
- Gathers business requirements to create process improvements using Salesforce technology
- Maintains Salesforce database for integrity and accuracy including cleansing and duplicate record management
Education and Experience Requirements:
- Bachelor’s Degree
- Salesforce Administrator certification
- 3+ years of Salesforce Administration experience
- Strong communication skills and experience working with functional leadership
- Creative and analytical thinker with strong problem-solving skills
- Demonstrated ability to meet deadlines and prioritize simultaneous requests
Preferred Experience:
- Ability to write APEX triggers
- Experience in banking and/or financial services
Essential Skills and Abilities:
- Strong presentation, collaboration, and communication skills
- Intellectually curious to gain deeper understanding of processes and requirements
- Self-starter and a team player capable of driving projects to fruition
- Familiarity with technical project methodologies and the software development lifecycle
- Exceptionally strong skills and knowledge of Microsoft Excel and PowerPoint
- Exemplify understanding of Salesforce integrations such as DocuSign, Jitterbit, SF Shield
Summary of the Position
The Treasury Management Specialty Sales Officer (“TMO”) will execute the Treasury Management Specialty Sales Strategy. The TMO is responsible for managing the specialty sales portfolio, generating new business and providing representation of the bank in the market. The TMO is responsible for developing new/enhanced business relationships with select clients nationally and within the Bank’s footprint. This position requires consultative selling to targeted niches within Treasury Management is responsible for meeting individual annual sales goals. Responsibility includes strategizing to target and develop the deposit/treasury niches, developing and executing sales strategies to retain and fully penetrate new treasury management relationships. This position reports directly to the Head of Treasury Management Sales and Strategy.
Primary Functions of the Position:
- Demonstrates mastery level proficiency in all Depository Services and Treasury Management products
- Responsible for independent, consultative sales calling efforts focusing on treasury management opportunities primarily related to targeted industry verticals (mostly comprehensive payments and related services).
- Consults with existing and prospective deposit centric clients, by phone and in person, to learn their business & industry trends.
- Develops individual sales prospecting regimen, plans to achieve production goals and initiating strategies that will improve efforts and subsequent results.
- Drives visibility through industry engagement, conference participation and other activities to develop prospective client relationships and generate treasury management fee revenue and operating
- Provides education and knowledge of products to internal partners and to existing and prospective clients
- Become an industry expert as it relates to targeted industries and share knowledge within the bank and among prospect/client base.
- Effectively manages operational risk and compliance associated with
Education and Experience Requirements:
- Bachelor’s Degree or equivalent
- Certified treasury Professional (CTP) preferred but not required
- 5+ years of experience in one or a combination of the following: sales, business development, payment centric industries sales or treasury management sales experience
- Proven experience in complex, comprehensive payments/technological solutions and a strong understanding of related business applications, risk management protocols and
- Ability to generate calling activity and corresponding business by being a self-starter and leading opportunities independent of lending/credit.
Essential Skills and Abilities:
- Exceptional interpersonal, communication, and presentation skills
- Exceptional planning, time management, and organization skills
- Demonstrated analytical and problem-solving capabilities
- Demonstrated ability to work independently and build relationships
- Ability to work in a high-energy, fast-paced work environment and adapt quickly to changing circumstances
