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Systems Analyst
Commerce Bank
Kansas City, MO, United States
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Job Expectations:
Commerce Bank, based in Kansas City, MO, is looking for a dynamic, service focused and technically adept individual for our Wealth Management Trainer role. The Commerce Trust Company, a division of Commerce Bank, is ranked among the top 25 investment advisors in the U.S. with over $49 billion in client assets. The Commerce Trust Company concentrates on serving individuals, families, business owners and institutions investment management needs through a combination of world class capabilities and resources, objective advice, customized solutions and unparalleled service.
Will provide administrative and service-related data, project coordination and analytical support to all teams within Commerce Trust with a core focus on Salesforce CRM management. The primary emphasis of this position is to learn and anticipate the business needs, develop and maintain on-going configuration of Salesforce Org and provide best practices on managing Salesforce Org.
Create and Manage Changes to the System:
• Gather requirements from end users.
• Create and maintain fields, views, reports, dashboards and other Salesforce objects and functions.
• Create new reporting capabilities and work on ad hoc reporting requests as needed.
• Manage the change control process that impact / relate to Salesforce.
• Manage new releases of SFFSC and efficiently roll out new features.
• Proactively seek out and identify needed system changes.
Maintain System, Security and Integrity:
• 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.
• Manage and oversee user licenses.
Data Quality, Migration and Maintenance:
• Regularly perform database de-duping and cleanup procedures.
• Ensure data integrity by merging duplicate contacts, and accounts; removing unnecessary fields and data.
Report and Dashboard Creation and Maintenance:
• Develop and create customized reports and dashboards
Support:
• Keep application users informed about system functionality and enhancements;
• Provide application users with technical support; Logging and tracking identified system problems through resolution
• Compile, review and report on enhancement requests for Salesforce system. Work together with Wealth Salesforce Steering Committee to prioritize and implement enhancements, as necessary.
• Stay abreast of new Salesforce features and functionality and providing recommendations for process improvements
• Creating and maintaining documentation on processes, policies, application configuration and help related materials for users as database applications are developed
• Release management; manage the software testing process, which includes devising test plans, creating test cases, establishing protocols and appropriate testing environments and coordinating actual software testing;
Key Position Requirements:
• 5+ years Salesforce administration experience; Sales, Service and Marketing Cloud experience, Salesforce Financial Service Cloud experience, preferred.
• Salesforce.com Certified Administrator
• College degree or equivalent work/technical experience
• Understanding of relational databases and data integration tools
• Experience in financial services desired.
• Have supported users through a help desk, including talking to users to solve their needs
• Have written reports and dashboards to meet users’ needs
• Implementation and on-going management of API integrations
• Experience with setting up Lightning home pages to maximize users' use
• Must have data analysis experience and be comfortable with data validation, processing, and maintenance tasks
• Demonstrated ability to communicate effectively, both verbally and in writing, is required.
• Good interpersonal and client-handling skills with the ability to manage expectations and explain technical details.
• Demonstrated organizational and planning capabilities and ability to handle multiple tasks, projects, and priorities in a fast-paced environment.
Time Type:
Full time