Salesforce Administrator

Posted 18 Hours Ago
Be an Early Applicant
2 Locations
Mid level
Fintech • Insurance • Payments • Financial Services
The Role
As a Salesforce Administrator, you will manage user accounts, workflows, and reports to optimize CRM functions. You will document the Salesforce solution, coordinate ticket management with third-party providers, and build insightful reports. Your role also includes performance monitoring of CRM deployments and driving update management with stakeholders.
Summary Generated by Built In

Job Description

Sector: iA Clarington Location: Toronto

At iA Financial Group, we're spearheading the digital revolution, driving market-leading improvements in our customer experience through the rollout of CRM tools, such as Salesforce Financial Service Cloud. We welcome Innovators, Out-of-the-box thinkers, and challenge instigators to join our cutting-edge development team to pioneer the future of digital financial services.

Your Role as a Salesforce Administrator:

Your experience as a Salesforce Administrator within the CRM Program Center of Expertise will allow you to be part of a high-performing, creative, and agile team. You will be responsible for the strategic and tactical execution of CRM deployments, support, and the proper evolution of the solution.

Your focus:

  • Configuring and managing user accounts, workflows, custom settings, dashboards, and reports to optimize organizational functions.
  • Ensuring the accurate and up-to-date documentation of our Salesforce solution and its various facets.
  • Spearheading end-to-end ticket management through coordination with our third-party Salesforce provider.
  • Driving data management and user experience by building insightful reports, dashboards, and list views.
  • Orchestrating the Ownbackup solution from setup to execution.
  • Monitoring performance of CRM deployments in diverse business sectors while delivering simple to complex solutions.
  • Collaboratively driving update management with stakeholders for efficiency.
  • Installing various managed packages in Salesforce instances.
  • Contributing to content strategy to boost user engagement and performing integration tests.

Is this you?

  • University degree in administration, IT, or relevant fields.
  • 2+ years in a business analyst or salesforce administrator role.
  • Salesforce Administrator certification or other certifications are a plus.
  • Extensive knowledge of Salesforce Financial Service Cloud or Sales Cloud.
  • Proven track record of configuring Salesforce for deployment or operational support projects.
  • Project management experience in small to large-scale projects in high-pressure environments.
  • Prior history in operationalizing CRM solutions.

Skills:

  • Problem-solving prowess and a drive to propel projects forward.
  • Mastery in prioritizing tasks efficiently.
  • Exceptional communication skills, with experience in collaborating with cross-functional teams.
  • English required. French proficiency is a nice to have.

If you're ready to drive digital transformation at an industry-leading company, please apply!

Location(s)Toronto, Ontario

Other Possible Location(s)
CompanyIA Clarington Inc.

Posting End Date2025-02-24

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.

Top Skills

Salesforce
The Company
Québec, Québec
8,690 Employees
On-site Workplace
Year Founded: 1892

What We Do

iA Financial Group is one of the largest insurance and wealth management groups in Canada, with operations in the United States. Founded in 1892, it is an important Canadian public company and is listed on the Toronto Stock Exchange under the ticker symbols IAG (common shares) and IAF (preferred shares).

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