Mutual of Omaha is a Fortune 300 Company. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees.
We offer an extensive compensation package. Benefits include Medical, Dental, and Vision insurance, company paid life insurance, 401K with a generous employer match and additional benefits such as Free Legal Services and an Employee Loan Program.
Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs, please review and apply for our opening below!
Job Title: Salesforce Administrator
Job Description:
Are you interested in joining a company culture where accountability, top performance, and teamwork are valued and rewarded? A company that is dedicated to insightful design and superior craftsmanship, the company is setting a new standard in homebuilding and customer experience.
Mutual of Omaha Mortgage is looking for an experienced Salesforce Administrator to manage our current Salesforce.com platform as well as be part of a significant modernization of Salesforce-related tooling. The position will be involved in the planning, design, implementation, and oversight of Salesforce initiatives and business processes that will drive sales, client management, and organizational effectiveness. This role will have a specialized focus on new Salesforce feature sets and will involve collaborating with sales and cross-functional leadership to ensure our Salesforce instance and its use aligns with company goals and strategies. This person will also support and participate in a wide range of activities and must be a self-starter. This role will be critical in maintaining and enhancing the Salesforce platform architecture and providing thought leadership in the latest best practices as the company continues to grow.
Role & Responsibilities:
- Manage ongoing Salesforce enhancements and business requirements in partnership with IT and business leaders.
- Creating a product roadmap for optimizing our Salesforce implementation including Security Reviews, Release Updates, and Optimizer.
- Work on a variety of business-critical projects to grow Salesforce user base and adoption.
- Create standard operating procedures around Salesforce user lifecycle.
- Monitor and implement change requests and coordinate weekly, monthly, and quarterly system enhancements. Drive process improvement in support of business roadmap with system changes.
- Support and enhance Salesforce configuration including advanced data manipulation and integrations.
- Perform testing and customization of objects, fields, record types, page layouts, workflow, and validation rules in Salesforce with input from business leaders.
- Optimize end to end workflow efficiency related to Sales transactions to/from Salesforce and integrated business applications.
- Troubleshoot production issues in a timely manner and provide support when needed.
- Maintain data governance with roles, profiles, sharing rules, permissions, and groups.
- Maintain database integrity and accuracy via auditing, analysis, and clean up.
- Create and maintain documentation for administrative support and configuration maintenance.
- Develop and maintain a deep understanding of business processes to make recommendations for improvements to ensure efficient flow of critical business transactions.
- Other duties as assigned.
Qualifications:
- Minimum 3-5 years of relevant Salesforce CRM & database administration experience.
- Uses skills as a seasoned, experienced professional in Salesforce administration, data management, and reporting.
- Excellent project management skills and a positive attitude.
- Has a full understanding of industry practices and/or company policies and procedures.
- Able to work on problems of diverse scope where analysis of data or situations requires evaluation of identifiable factors.
- Demonstrates good judgment in selecting methods and techniques for obtaining solutions for difficult assignments and of diverse scope.
- Strong understanding of partner communities.
- Knowledge of SQL for data extracts and updates is a plus.
- Ability to work in Irvine office at least twice a week.
Top Skills
What We Do
Founded in 1909, Mutual of Omaha is a highly-rated, Fortune 300 organization offering a variety of insurance and financial products for individuals, businesses and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. For more information about Mutual of Omaha, visit www.mutualofomaha.com.
Mission:
Our mission we help our customers protect what they care about and achieve their financial goals.
Vision:
For every customer a financial future imagined, planned, and secured.
Values:
1. We exist for our customers
2. We act with integrity
3. We are innovative
4. We are accountable for results
5. Together we achieve greatness.
Registered Representatives offer securities through Mutual of Omaha Investor Services, Inc., FINRA (www.finra.org)/ SIPC (www.sipc.org). Investment Advisor Representatives offer advisory services through Mutual of Omaha Investor Services, Inc. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.
Home Office Address: 3300 Mutual of Omaha Plaza, Omaha, NE 68175. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. Any links to third-party websites and resources are provided solely as a convenience to you and not as an endorsement of the content. We make no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party. Insurance products and services are offered by Mutual of Omaha Insurance Company or one of its affiliates. Mutual of Omaha Insurance Company is licensed nationwide. Each underwriting company is responsible for its own contractual and financial obligations.
