At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team.
Broadridge is hiring! Our Sales Automation team is looking for a Salesforce CRM Analyst. This role's primary responsibility is to support delivery and adoption of key features for Salesforce.com at Broadridge. This role will work with the Platform Owner, Lead Solutions Architect, and Support Lead to document, test, and roll-out new features. Responsibilities include engagement with business users, troubleshooting issues, platform improvements, and driving adoption.
We are seeking candidates who are looking to join a fast-growing CRM program and are seeking to take ownership of various aspects of the Salesforce platform. Our team's goal is to create scalable and innovative solutions, deliver best-in-class technology, and enable intuitive apps for business users. Success in this role will be based on your ability to channel your observations from working sessions or self-driven analysis into actionable tasks.
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Key Role Responsibilities
- Support training and onboarding of business users to the system, drive adoption on existing apps and features
- Develop a deep understanding of the value proposition of Salesforce.com in context of business needs and relay consistent messaging to business audiences to encourage and reinforce best practices
- Configure Salesforce according to approved solutions including but not limited to, Page Layouts, Lightning Pages, Profiles, Permission Sets, Roles, Quick Actions, Fields, Feature Settings, Lightning Apps, Reports, Dashboards, Custom Permissions, Custom Metadata Tables, Custom Objects, Groups, Queues, Record Types
- Conduct analysis and evaluation of materials and artifacts provided by the business
- Capture comprehensive meeting notes; author requirements based on workshops and conversations with stakeholders, business users; author and track user stories
- Author and maintain clear, complete, and well versioned documentation under guidance from senior architect and project leads
- Groom and prioritize backlog based on business requests and/or recurring observed issues
- Research Salesforce features, manage platform readiness for new SFDC releases
- Maintain Project Tracking tools to ensure real-time visibility into progress of project tasks and overall workstreams
- Maintain Configuration Workbooks and execute system audits and spot-checks
- Create and maintain user-facing documentation for training admins and business users
- Additional responsibilities and areas of coverage include:
- User support and error troubleshooting
- User Login & Access Support
- Tracking user issues to inform new features and business user engagement opportunities
- Research and document current state functionality
- Host live new feature demos and Q&As
- Author and distribute release notes and feature announcements
- Maintain training-resources for business users
- Maintain training-resources for admins, including but not limited to administrative policies and frameworks, internal training documentation
- Execute QA testing for new features and platform changes
- Support Bulk Data Updates
- Salesforce.com Certification, preferably Platform App Builder, Platform Developer, Sales & Service Cloud Consultant
- Delivery of Salesforce.com automation and custom features that directly served a business need, experience leading 3+ transformative initiatives preferred
- Experience in Salesforce.com Sales Cloud core configuration, Flow Configuration, Data Loader, Excel required
- Experience in Platform Events, Sandbox Management, DevOps, Snapshots, SFDC Analytics, Marketing Cloud, JIRA, Project Management, Mobile, Eloqua, OwnBackup, Outlook Integration, Service Cloud, preferred
- SOQL, Talend, HTML, Apex, Javascript, LX web components and exposure or experience with the latest tooling for Salesforce.com optimization all a plus
- Experience with implementations supporting a SaaS/subscription-based business preferred
- Ability to contribute and support projects through the full lifecycle from inception through delivery and post-launch adoption
- Salary: $85,000-$100,000 annually depending on experience
- Bonus Eligibility: Annual bonus
- FlexPTO
- Benefits: Medical, dental, life, and vision insurance. 401k w/ match, parental leave, and more. Medical insurance starts immediately upon hire. For more information please visit www.broadridgebenefits.com
Broadridge associates helped us envision our Connected Workplace - a work model that allows associates around the globe, dependent upon their role responsibilities, to take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.
We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates can only do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates diversity in all its dimensions.
Disability Assistance
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.US applicants: Clickhereto view the "EEO is the Law" poster.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email toBRcareers@broadridge.com.