Senior Salesforce.com Administrator - Macquarie Investment Management (Philadelphia)

  • Competitive
  • Philadelphia, PA, USA
  • Permanent, Full time
  • Delaware Investments
  • 29 Sep 16

Senior Salesforce.com Administrator - Macquarie Investment Management (Philadelphia)

Senior Salesforce.com Administrator - Delaware Investments

Delaware Investments, a member of Macquarie Group, provides world-class asset management for institutions and individuals. The firm's structure, with distinct and highly focused investment teams, allows for a style-specific research effort tailored for each asset class and a deep understanding of researched companies.

Macquarie Investment Management currently operates 2 instances of Salesforce.com. The retail instance provides a CRM platform for our third party broker-dealer distribution as well as for our RIA and DCIO sales and client groups. The institutional instance provides a global platform for MIM-North America and MIM-EMEA sales and client services. The Sr. Salesforce.com Administrator would oversee all the day-to-day administration of both instances.

Key Responsibilities:

Administration

  • Manage Delaware Investments' contact management system which is on the Salesforce.com platform. The individual would be responsible for all users accessing the MIM-Insto (North America and EMEA) and the retail instances with roughly 200 users.
  • Manage a Salesforce.com Associate
  • Actively manage the integrity of the data by implementing data scrubbing and consolidation procedures.
  • Liaise with marketing on campaign management and advisor segmentation efforts.
  • Work with sales managers, sales professionals and consultants in developing appropriate capabilities, reports and dashboards in support of Delaware's client and management initiatives.
  • Proactively identify opportunities for system upgrades by gathering user feedback and requirements to meet business needs
  • Organize and lead projects of varying scope and complexity. Projects may relate to new functionality, process improvement, problem resolution, new business requirements, etc.

Training
  • Develop and conduct salesforce.com training for all users. Training will be conducted in both group settings and on a one-on-one basis for basis as needed. The administrator will maintain and update training materials. Additionally, there will be some travel required in support of various sales meetings and conferences.
  • Provide critical communication on all Salesforce.com matters, such as providing information on new releases and enhancements to the tool.
  • Assist users with report design and management.

Critical Skills
  • The ability to identify process improvements and enhancements through SFDC utilization.
  • The ability to manage multiple data sources which populate SFDC.
  • The ability to work with multiple SFDC plug-ins.
  • Data manipulation and cleaning
  • Strong interpersonal skills and the ability to work in a fast-paced environment.

Key Attributes:
  • Bachelor's degree required
  • Certified Salesforce.com Administrator (201)
  • 4-6 years Salesforce.com administration experience
  • Experience with LiveOps and Pardot a plus.
  • Proficient with data management (Excel, Access, etc…)
  • Financial services industry experience a plus.

Delaware Investments, a member of Macquarie Group, refers to Delaware Management Holdings, Inc. and its subsidiaries. Macquarie Group refers to Macquarie Group Limited and its subsidiaries and affiliates worldwide.

All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other impermissible criterion or circumstance. Macquarie also takes affirmative action in support of its policy to hire and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.

Advertised: 20 Sep 2016 Eastern Standard Time
Applications close: