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Salesforce Administrator

Company: Anchor Loans
Location: Thousand Oaks
Posted on: July 10, 2024

Job Description:

This is your ticket into the real estate industry! Anchor is a highly experienced lender, with 2024 our 26th year in business. This is an exciting position that will be integral in our growth nationally.

Anchor Loans is one of several operating companies owned by Pretium Partners (+$50B AUM Financial Services Entity) and is working diligently to expand and grow its lending footprint. Diversity matters to our organization, and we are proud to be an equal opportunity employer. All qualified candidates are welcome and will receive consideration for employment regardless of race, color, religion, gender, gender identity or expression, genetic information, marital status, sexual orientation, natural origin, disability, age, veteran status, or any other protected characteristic.

Position Summary

We are seeking a skilled and experienced Salesforce Analyst with Administrator/Developer skill set to join our team and support our Salesforce platform, (Financial Services Cloud), reporting, as well as assist with marketing campaigns in Pardot. The ideal candidate will have extensive experience with Salesforce administration, reporting, and optimization, as well as a strong background in marketing campaigns and sales support. As a Salesforce Analyst, you will play a critical role in maintaining and optimizing our Salesforce platform, analyzing data to drive business insights, and supporting our sales team with effective marketing campaigns and lead management.

Benefits

  • Medical, Dental, Vision, Life, AD&D insurance
  • Vacation and sick leave
  • 401k plan with employer match
  • Onsite gym (Thousand Oaks office)
  • 12 paid holidays annually

    Essential Duties & Responsibilities

    1. Maintain Salesforce platform configurations, including user management, security settings, workflows, and automation rules.

    2. Develop and maintain custom reports, dashboards, and analytics to track key sales and marketing metrics, provide insights, and support data-driven decision-making.

    3. Collaborate with cross-functional teams to understand business requirements and translate them into actionable Salesforce solutions and enhancements.

    4. Support marketing campaigns in Pardot by creating and managing email templates, landing pages,

    and automation workflows.

    5. Assist with the development and execution of marketing campaign cadences, including lead nurturing, segmentation, and targeted messaging. 6. Monitor and analyze the performance of marketing campaigns, providing recommendations for optimization and improvement based on key performance indicators (KPIs).

    7. Provide training and support to sales team members on Salesforce best practices, including lead management, opportunity tracking, and reporting.

    8. Serve as a subject matter expert on Salesforce functionality, staying up to date on new features, releases, and best practices.

    9. Troubleshoot and resolve Salesforce platform issues and user inquiries in a timely and efficient manner.

    10. Contribute to the development of Salesforce governance policies, data management standards, and documentation.

    11. Update Standard Configurations either via allowable Admin functionality or development, as necessary. This includes creating custom objects, workflows, validation rules, reports, user profiles, UI/UX interface, as examples.

    12. Employ SDLC methodology to development and releases.

    Essential Job Requirements and Required Skills/Qualifications
    --- Bachelor's degree in Business Administration, Information Systems, Marketing, or related field.
    --- Minimum of 2-3 years of experience in Salesforce administration and reporting, with Salesforce
    --- Administrator certifications required. SF Financial Services Cloud and Pardot, preferred.
    --- Proficiency in Salesforce reporting and dashboard creation, including experience with report types, filters, and formula fields.
    --- Experience with marketing campaigns in Pardot, including email template creation, automation rules, and campaign tracking.
    --- Strong understanding of sales and marketing processes, including lead management, pipeline management, and campaign optimization.
    --- Excellent analytical skills, with the ability to interpret data, identify trends, and provide actionable insights.
    --- Strong communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and stakeholders.
    --- Detail-oriented mindset with a focus on accuracy and quality of work.
    --- Ability to work independently and manage multiple tasks simultaneously in a fast-paced environment.

    Education

    Preferred bachelor's degree in Business Administration, Information Systems, Marketing, or related field.

    Anchor Loans, LP is subject to the California Consumer Privacy Act of 2018 ("CCPA"). A copy of Anchor's California Privacy Policy can be found at https://www.anchorloans.com/privacy-california-residents.

Keywords: Anchor Loans, Thousand Oaks , Salesforce Administrator, Other , Thousand Oaks, California

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