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• Collaborate with stakeholders to document detailed business needs and translate them into actionable project plans.
• Lead or contribute to significant programs or projects, ensuring deliverables align with business goals.
• Conduct in-depth discovery sessions to identify and resolve complex challenges in workflows, system functionality, and operations.
• Develop creative solutions for process improvements by applying advanced technical and business knowledge.
• Prepare detailed user stories, acceptance criteria, and documentation to guide development teams.
• Evaluate multiple approaches to solve complex challenges and select the best solutions.
• Analyze project impacts and conduct feasibility studies for proposed initiatives.
• Ensure compliance with company policies, standards, and best practices.
• Create test plans and coordinate user acceptance testing (UAT) to validate system enhancements.
• Support pre-deployment validation, communication, and change management efforts to ensure seamless adoption of new processes and tools.
• Provide regular updates to leadership regarding project progress, scope, and timelines.

• Bachelor's degree in a related field or equivalent professional experience.
• 10+ years of experience in operations, business analysis, or process optimization roles.
• Proven ability to drive business transformation initiatives and build strong relationships across teams.
• Hands-on experience configuring and supporting CRM and ERP platforms.
• Analytical expertise in business process design with a focus on cross-functional interdependencies.
• Excellent verbal and written communication skills.
• Ability to prioritize and manage multiple projects in a dynamic environment.

• Familiarity with Agile methodologies and tools such as Jira or Confluence.
• 5+ years of experience in business analysis, including documentation and process improvement.
• Hands-on experience with CRM platforms, particularly in workflow configuration and system administration.
• Relevant certifications in CRM administration or related technologies are a plus.

• Serve as primary system Developer/Administrator for Applications not limited to Salesforce/nCino, fnformatica, Box, DocuSign, Own Backup, Foxtrot, SQL Server etc.
• Demonstrate an understanding of all types of nCino business rules, forms, tools, users, permission sets, groups, profiles, objects, fields, and roles.
• Design, document, and implement solutions by creating or modifying system workflows, dashboards, and reports to continuously improve data quality, process integrity and productivity.
• Manage nCino enhancements by testing new functionality, deploying to a production environment, and communicating to end-users; Monitor nCino updates and address system configuration updates where needed.
• Develop working relationships with nCino' s support department.
• Educate business units on new nCino features.
• Provide support for internal user requests while troubleshooting issues, escalating items to management, and nCino technical support as needed.
• Partner with Loan Coordinators and Business Units to remain aware of technology and process challenges and needs.
• Identify and communicate risks related to process and configuration changes while analyzing requirements and developing solutions across all applications.
• Handle all basic administrative functions including user account maintenance, reports and dashboards, workflows, validations, and other routine tasks.
• Assist in training of new users, preparing training material, and grow the applications skill set across the organization.
• Ability to learn, implement & support Foxtrot RPA (Robotic Process Automation) tool to help automate manual tasks via scripts.
• Work with loan operations to understand challenges and automate core business processes.
• Work with our institutional management team to establish suitable processes to support administrative, development, and change management activities.
• Manage Salesforce, Informatica, nCino data feeds and other integrations.
• Coordinate the evaluation, scope, and completion of new development requests.
• Effectively act as the liaison between our users, customers, and the application development teams.

• Previous experience working on multiple applications.
• Knowledge about nCino (Bank Operating System), Fiserv & Q2
• Ability to assess the impact of new requirements on Salesforce/nCino platform and all upstream and downstream applications, systems, and processes.
• Ability to critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs.
• Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upwards.
• Creative and analytical thinker with strong problem-solving skills
• Must demonstrate ability to communicate effectively at all levels of the organization.
• Advanced proficiency in Microsoft Office products.

• Minimum 3- 5 years of experience as Application Developer/Administrator.
• Strong front end/back-end development abilities.
• Experience using Apex, VBA, Macros, and other programming languages.
• Experience using Salesforce Inspector, ANT Migration tool, Access DB, SQL Server.
• Salesforce/nCino certifications preferred.
• Proven ability to design and implement new processes and facilitate user adoption.
• Strong understanding of the Salesforce/nCino platforms, with the ability to build custom apps and objects, formula fields, flows, validation rules, custom views, and other content of intermediate complexity.
• Strong understanding of Salesforce/nCino best practices and functionality
• A demonstrated ability to understand and articulate complex requirements.
• Previous experience working in a SCRUM or agile environment preferred.

• Serve as the system administrator for the Salesforce environment with ~100+ users across multiple use cases
• Work with the engineering team to help define and implement best use cases of Salesforce as we build platform functionality off of it
• Handle all basic administrative functions including user account maintenance, company reports and dashboards, workflows and other routine tasks
• Complete regular internal system audits and prepare for upgrades and new releases
• Manage integrations with our Salesforce instance
• Coordinate the evaluation, scope, and completion of new development requests
• Work with Operations and Finance to ensure all sales and pipeline data is accurate, complete, and easily accessible
• Coordinate and conduct training of new users, and grow the Salesforce skill set across the organization

Qualifications

• 3+ years of experience as a Salesforce Administrator
• Proven ability to implement new processes and facilitate user adoption, training and support
• A demonstrated ability to understand, break down and articulate complex Salesforce concepts with technical and non-technical stakeholders
• Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, set clear expectations and work well cross functionally with peers and leadership.
• You are comfortable building prototypes and communicating directly with engineers and business stakeholders on the technical constraints of various approaches.
• Understanding of agile development and iteration
• Strong experience with the Lightning Platform

• Serve as the system administrator for the Salesforce environment with ~100+ users across multiple use cases
• Work with the engineering team to help define and implement best use cases of Salesforce as we build platform functionality off of it
• Handle all basic administrative functions including user account maintenance, company reports and dashboards, workflows and other routine tasks
• Complete regular internal system audits and prepare for upgrades and new releases
• Manage integrations with our Salesforce instance
• Coordinate the evaluation, scope, and completion of new development requests
• Work with Operations and Finance to ensure all sales and pipeline data is accurate, complete, and easily accessible
• Coordinate and conduct training of new users, and grow the Salesforce skill set across the organization

Qualifications

• 3+ years of experience as a Salesforce Administrator
• Proven ability to implement new processes and facilitate user adoption, training and support
• A demonstrated ability to understand, break down and articulate complex Salesforce concepts with technical and non-technical stakeholders
• Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, set clear expectations and work well cross functionally with peers and leadership.
• You are comfortable building prototypes and communicating directly with engineers and business stakeholders on the technical constraints of various approaches.
• Understanding of agile development and iteration
• Strong experience with the Lightning Platform

• Design and develop MuleSoft integrations to meet client requirements
• Collaborate with clients to gather requirements and provide technical expertise.
• Implement and maintain APIs, ensuring seamless integration with Salesforce and other systems.
• Troubleshoot and resolve integration issues, ensuring optimal performance.
• Stay updated with the latest MuleSoft and Salesforce developments to provide innovative solutions.

• Proven experience as a MuleSoft/ Integration Consultant ideally gained in a Consulting environment
• MuleSoft Certified Developer highly desirable
• Blended skill set of both MuleSoft technical expertise and functional consulting
• Strong knowledge of API's & integrations including Anypoint platform
• Excellent Communication style, comfortable working in a client facing role
• Experience with Salesforce integration is highly desirable.
• Excellent problem-solving skills and attention to detail.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.

Key Responsibilities:

• Build and manage marketing journeys and automation workflows in Journey Builder to enhance customer engagement.
• Develop multi-channel campaigns using MobileConnect (SMS, MMS, push notifications) to reach audiences effectively.
• Use AMPscript for personalized content and dynamic messaging.
• Configure Data Extensions, Automation Studio, and Content Builder to ensure accurate segmentation and campaign execution.
• Implement and manage MobileConnect keywords, shortcodes, and subscription processes for compliance and user preferences.
• Analyze campaign performance through A/B testing and reporting, optimizing strategies for better engagement and ROI.
• Collaborate with internal teams to integrate Marketing Cloud with other platforms and data sources.
• Provide training and guidance to marketing teams on best practices for Journey Builder and MobileConnect.
• Stay up to date on industry trends, platform enhancements, and data privacy regulations to ensure compliance.

Required Qualifications:

• Salesforce Marketing Cloud Administrator Certification.
• 3 to 5 years of experience in marketing operations, campaign management, or a related field, with a strong focus on Salesforce Marketing Cloud.

Preferred Qualifications:

• Bachelor's degree in Marketing, Communications, Business, or a related field.
• Additional certifications such as Marketing Cloud Developer, Marketing Cloud Email Specialist, or Marketing Cloud Account Engagement Specialist.

Required Skills:

• Strong proficiency in Journey Builder and MobileConnect within Salesforce Marketing Cloud.
• Experience with Data Extensions, Automation Studio, Content Builder, and Email Studio.

• Collaborate with stakeholders, integration developers, and system owners to design, test, and deploy solutions within the Salesforce ecosystem.
• Update technical documentation based on assigned requirements.
• Develop and update Apex code to support business needs.
• Address complex issues escalated by junior team members.
• Lead Custom User Interface development, including Visualforce pages, Aura Components, and Lightning Web Components.
• Work with other IT/Developers to design and integrate APIs across the organization.
• Lead projects related to DevSecOps planning and implementation.
• Gain a deep understanding of the AAA brand and its impact on people, culture, business, customers, and communities to apply this knowledge to the role.

• Bachelor's degree in Computer Science, Business Administration, or equivalent experience.
• Minimum 5 years of Salesforce development experience, including exposure to complex development, data dashboards, interfaces, and integrations.
• Certified Salesforce Platform Developer II.
• Proficiency in languages such as JSON, XML, JavaScript, SQL, Java, C#, C++, SOAP-based web services, AWS, Azure.
• Additional Salesforce certifications are a plus.
• Experience with multi-system architectures and redundancy design is advantageous.

• Ability to build effective relationships at all organizational levels.
• Strong collaboration skills and ability to work independently and as part of a team.
• Proficient in Apex, LWC, and Visualforce development.
• Ability to gather and consolidate requirements from various groups.
• Familiarity with RDBMS solutions and cloud platforms.
• Strong project management, analytical, and Agile/Scrum skills.
• Experience with CI/CD tools like GearSet is preferred.

About the Role

Key Responsibilities

• Administer, configure, and maintain Salesforce Sales & Service Cloud, ensuring smooth operation and user experience.
• Optimize sales processes, lead management, opportunity tracking, and forecasting to enhance team productivity.
• Manage case management, knowledge base, and automation workflows within Service Cloud to improve customer support.
• Customize Salesforce using Flows, Process Builder, Validation Rules, and Lightning App Builder to meet business needs.
• Maintain user roles, profiles, permission sets, and security settings to ensure data integrity and compliance.
• Collaborate with sales, service, and IT teams to gather requirements and implement system enhancements.
• Provide user training, support, and documentation to ensure adoption and best practices.
• Monitor system performance, troubleshoot issues, and implement Salesforce best practices.
• Stay updated on Salesforce releases and recommend new features to improve efficiency.

Qualifications & Skills

• 4+ years of experience as a Salesforce Administrator, with a focus on Sales & Service Cloud.
• Salesforce Administrator (ADM-201) certification required; Sales Cloud or Service Cloud Consultant certifications are a plus.
• Strong understanding of lead management, opportunity tracking, pipeline forecasting, and case management.
• Experience with automation tools like Flows, Process Builder, and Workflow Rules.
• Ability to work collaboratively with sales, customer service, and IT teams.
• Strong analytical and problem-solving skills, with attention to detail.

Salesforce Consultant - Higher Education

• Partner with colleges and universities to assess their needs and design tailored Salesforce Education Cloud solutions.
• Lead requirements gathering, solution design, and system configuration to optimize student lifecycle management.
• Implement and customize Salesforce Education Data Architecture (EDA) and related products to improve recruitment, admissions, student success, and alumni engagement.
• Develop and deliver training to higher ed staff on Salesforce best practices.
• Collaborate with internal teams and stakeholders to ensure seamless system integration with student information systems (SIS), learning management systems (LMS), and other higher ed tools.
• Provide ongoing support, troubleshooting, and enhancements for Salesforce solutions.
• Stay updated on Salesforce innovations in the education sector and recommend improvements.

• 5+ years of experience in higher education operations, technology, or student services.
• 3+ years of Salesforce consulting, administration, or development experience.
• Hands-on expertise with Salesforce Education Cloud, EDA, and CRM Analytics.
• Strong understanding of higher education processes (e.g., recruitment, admissions, student success, advancement).
• Experience with SIS and LMS integrations (e.g., Banner, PeopleSoft, Workday, Canvas, Blackboard).
• Salesforce certifications such as Salesforce Certified Administrator, Education Cloud Consultant, or Platform App Builder are a plus.
• Excellent communication, stakeholder management, and problem-solving skills.