Postado em: Outros em Cidade de Nova York | Última actualização: |
Job Description
The Specialist role will report into the Associate Director position and will be a part of the APEX Global team. The Specialist will have a dotted reporting line into the US based Salesforce administration team.
The Specialist will be supported by the APEX Global Operations & Insights team, and by the Salesforce administration team.
This is a hybrid role, requiring three days in-office each week. If you are contacted for an interview, your recruiter will discuss specifics with you, inclusive of any necessary reasonable accommodations.
The expectations for this role fall into 3 key categories:
1. Developing Teams & Talent
Train new users & be the initial contact to troubleshoot issues for all users including system access, errors, and general questions, escalating issues.
Create process guidelines for multiple teams to ensure data accuracy in reporting.
Lead quarterly office hour sessions.
Create User Guides for new features.
2. Delivering on Our Value Proposition
Maintain working relationships.
Understand portfolio offerings and can identify opportunities, participating by bringing solutions.
3. Managing Business & Operations
Manage relationships across all teams at APEX.
Hold primary responsibility for data integrity in the proprietary Salesforce global instance.
Admin level capabilities, editing and enhancing platform to meet needs of the global operations.
Work with the offshore development team for ticketing and trouble shooting.
Manage case submissions as point of escalation for Salesforce platform issues and requested edits; work in close collaboration with internal Salesforce development team.
Establish QA process weekly data hygiene.
Create automated process for inputting consistent nomenclature.
Create Salesforce dashboards; build and edit reports.
Ensure consistency and alignment on SFDC usage across teams for: pipeline management, deal maintenance, proper use of fields requirements.
Flag issues and outliers with respective teams to resolve.
Identify opportunities for process refinement and automation.
Prepare monthly billing reports for Finance.
Review and approve monthly Exchange Rates updates.