Salesforce Administrator

Additional Considerations (if any) :

At Midwest Heritage, the core of our culture is taking care of the customer and taking care of each other. Our employees appreciate that their contributions make a direct impact on the success of our business as well as their own personal and professional growth.

Midwest Heritage Bank

Job Title : Salesforce Administrator

Department : Operations and Technology

FLSA : Exempt

General Function

The Salesforce Administrator will lead the ongoing development of our Salesforce deployment. The successful candidate will have a record of improving processes and adoption using Salesforce or similar CRM platforms. The administrator will work closely with functional leaders, organizational units, and subject matter experts to identify, develop, and deploy new business processes including marketing, customer data management, and executive reports. This role is part technical Salesforce analyst, part administrator and part marketing. The Salesforce Administrator will be responsible for executing the day-to-day configuration, support, maintenance coordination and improvement of our CRM platform.

Core Competencies

• Leadership
• Task Management
• Data Management
• Communication
• Organization

Reporting Relations

Accountable and Reports to : Chief Operating Officer

Positions that Report to you : None

Primary Duties and Responsibilities :

Knowledge, Skills, Abilities, and Worker Characteristics :

Education and Experience :

Physical Requirements :

Working Conditions :

Equipment Used to Perform Job :

Computer (PC with Microsoft Office programs), telephone, calculator, telephone, copier, fax, and printer.

Contacts :

This position works with Midwest Heritage employees, customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage

Confidentiality :

This position has the responsibility to protect the privacy and confidentiality of customers, employees and bank / insurance / financial information at all times.

In the performance of their respective tasks and duties all employees are expected to :