Senior Salesforce Operations Specialist
Core
Coordinate Salesforce demand intake, support evaluation processes, and ensure platform compliance with regulatory requirements and internal controls.
Role type
Senior Salesforce Operations Specialist
Builds
Secure, scalable, and well-governed Salesforce environment
Domain
Financial services (Credit Union)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Salesforce product proficiency (Sales Cloud, Service Cloud, Financial Services Cloud, Marketing Cloud), project management, cross-functional leadership, change management, compliance and audit coordination, risk management, documentation and policy adherence, data quality monitoring, stakeholder communication, timeline and milestone tracking, platform governance enforcement.
Preferred skills
Agile delivery methods, proficiency with project tools (Jira, Confluence, Smartsheet), experience in financial services/banking/credit unions.
Technologies
Salesforce, Jira, Confluence, Smartsheet, Microsoft Office
Responsibilities
Coordinate Salesforce demand intake and support the evaluation process including meetings and cross-team coordination. Partner with the VP of Salesforce and business owners to align requests with roadmap and strategy. Work with compliance and audit teams to ensure platform meets regulatory requirements and internal controls. Maintain risk, compliance, and audit readiness. Keep documentation, controls, and policy adherence up to date. Organize timelines and help ensure enhancements are delivered on schedule. Act as a project coordinator for internal and external Salesforce implementations. Help define project scope, goals, timelines, and deliverables with stakeholders. Coordinate internal and external resources to support timely delivery. Monitor project risks, dependencies, and stakeholder communications. Share project status and delivery results with leadership. Facilitate cross-functional meetings and maintain clear documentation and communication. Track milestones and deliverables while upholding quality standards. Maintain and enforce platform governance standards including naming conventions, data ownership, and usage policies. Monitor data quality metrics and drive remediation efforts. Track platform KPIs such as adoption, performance, and data integrity. Document and communicate decision rationales when needed. Identify opportunities to improve platform adoption and operational efficiency. Maintain documentation, security roles, and compliance procedures.
Seniority
Senior, hands-on IC