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Location Dorchester, United States Category Information Technology Date posted 27/04/2021 Job ID 2101665
Salesforce/nCino Administrator-2101665


As a Salesforce Administrator, work to ensure that we are maximizing efficiency and capitalizing on the full features and benefits of the system based on the various user group needs. Work closely with internal stakeholders to understand their needs in order to administer and enhance the system accordingly.


Create and Manage Changes to the System:

  • Proactively seek out and identify needed system changes
  • Proactively gather feedback from users
  • Manage system changes without interruption to the user
  • Communicate system changes to the users in advance so they understand the change and how to use it prior to implementation
  • Gather requirements from end users
  • Modify the system to increase benefits and usability
  • Manage the change control process and “Change Management” Committee when appropriate
  • Manage all processes that impact / relate to
  • Manage new releases of SFDC and efficiently roll out new features
  • Create and maintain fields, views, reports, dashboards and other objects and functions
  • Create custom objects when necessary
  • Handle on-going configuration/ alteration of
  • Maintain, enhance and create workflows, functions and configurations within the environment
  • Create new reporting capabilities and respond to ad hoc reporting requests as needed
  • Provide support functions as needed
  • Provide sales and financial data to company executives

Maintain System, Security and Integrity:

  • Map hierarchy 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 – attend planning meetings, assist with determining if /how can be used in new ways as opposed to purchasing a new internal system
  • Assist sales management to create processes in to help monitor activities, trends, sales and leads
  • Communicate regularly with user base regarding new features, enhancements and changes to the system
  • Monitor usage and mentor users/groups needing assistance
  • Continually seek ways to further enhance the end-user experience
  • Be the company SME on

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:

  • Assist with migration from older systems/processes into
  • Monitor neglected Leads, Opportunities, Accounts, and Contacts as appropriate
  • Import data as appropriate
  • Monitor and manage exception logs for back end system integration with SFDC
  • Manage duplicate records
  • 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

Report and Dashboard Creation and Maintenance:

 •    Create and maintain dashboards

  • Create and maintain reports including folder maintenance
  • Develop complex, macro driven reports to summarize system information for Senior Management
  • Build and manage report folders for reps to improve sales efficiency

Strategies of the success:

  • Be proactively involved in the salesforce success community
  • Create issues and Enhancement log (RAIID)
  • Proactively monitoring audit and trial
  • Go through release note regularly
  • Extend Salesforce with App Exchange (Free Apps)
  • Be bilingual (Salesforce and Business)
  • Manage timely Sandbox refresh
  • Utilize Salesforce Help/ support
  • Following Salesforce best practices
  • Keeping an eye on overall health of the org

In-Scope Activities:

  • Functional Support: SupportSantanderwithSalesforce and nCino relatedconfiguration,requirementsgatheringandassociatedSalesforcesetup
  • Integration Support: SupportSantanderinthe development / maintenanceof Salesforce and nCino integrations
  • Release Support: SupportSantanderwithSalesforce and nCino releaseplanningandregressiontestexecution
  • Incident, Request and Problem Management Support:
    • Respond to tickets assigned to Support Team that are related to the Services as defined in this Schedule
    • Record tickets in the service management system
    • Contact Santander Salesforce/nCino lead and/or Key Contacts for further clarification of the ticket, and/or assign to the appropriate support team resource
    • Maintain status on tickets assigned to Support Team in the service management system and their progress towards resolution
    • Correct and test the resolution of each ticket and work with other Santander members or the software vendor support specialists to implement the resolution and achieve closure using specific procedures (for example, moving objects/fixes from Development to QA and to Production tenants, notifications, testing of the resolution, closing the ticket request)
    • Document changes made in accordance with the process using agreed upon standards
  • Release Management Support:
    • Attend system enhancement prioritization calls
    • Review Santander requirement documentation and attending appropriate review sessions
    • Provide estimated delivery date based on work priorities
    • Update requirement documents
    • Make appropriate Salesforce and nCino configuration, security, report or enhancement changes and perform appropriate unit and system testing of the solution
    • Work with Santander support contact for user acceptance testing and appropriate migration to Development, QA and Production tenants upon Santander approval
  • Vendor Release Management Support:
    • Review of new and enhanced functionality – Support Team may work with the Santander to review and assess the release notes (both the early and final notes) and may provide recommendations on how the new release features will impact existing production functionality to Santander’s release manager
    • Evaluate opportunities and impact –Support Team may assist Santander’s release manager to evaluate changes, investigate impacts to current setup, and recommend solutions in in-scope support areas
    • Release Planning - The Support Team lead may assist Santander’s release manager in developing release plans
    • Release Regression Testing – Support Team may provide regression testing support at the direction of the Santander’s release manager for Support Team in-scope activities
    • Scheduled Release –Support Team may assist the Santander’s release manager in reviewing the scheduled release notes from Salesforce/nCino
  • Project Management Office
    • Participate in defined Project Governance meetings as mutually agreed upon and directed by the Santander, such as weekly status
    • Meetings, monthly steering committee meetings and meetings with Business admins and stakeholders


  • Bachelor's Degree; in Computer Science or equivalent technical discipline or equivalent work experience
  • 5-9 years relevant work experience
  • Experience managing systems architecture and software design and development
  • Experience managing an application development team
  • Able to analyze and resolve complex issues and problems in a sound and timely fashion
  • Able to assimilate research data from a variety of sources, analyze, and recommend appropriate courses of action to take
  • Able to build solid, effective working relationships with others
  • Able to coach others in the development of their skills
  • Able to constructively work under stress and pressure when faced with high workloads and deadlines
  • Able to design applications using new or existing methodologies
  • Able to adjust readily to change and adapt as needed
  • Able to express ideas clearly and convey necessary information
  • Able to identify areas of risk/concern in area of responsibility
  • Able to identify needs and opportunities and develop action plans to address
  • Able to interact effectively with all levels of management
  • Able to prepare/analyze appropriate reports and other business correspondence
  • Able to think strategically and tactically
  • Able to work independently with minimum supervision
  • Possesses strong organizational and time management skills, driving tasks to completion
  • Minimal physical effort such as sitting, standing, and walking

At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.


:Software Engineering

Primary Location

:Massachusetts-Dorchester-2 Morrissey Boulevard - 06367 - Columbia Park-Corp


:Technology (5900)



Job Posting

:Apr 27, 2021, 1:48:58 PM

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  • Information Technology, Dorchester, Massachusetts, United StatesRemove