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The Salesforce Administrator is a key role focused on managing . This individual will identify and implement solutions that streamline operations, improve sales engagement, and support scalable growth, strategically advancing our sales capabilities and ensuring we remain at the forefront of innovation and efficiency in our sales practices.
ESSENTIAL JOB RESPONSIBILITIES Include But Are Not Limited To
Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
Owns and administers enterprise Salesforce application with some direction
Primary Business Liaison to proactively identify, analyze and document business requirements translating them into application solutions
Provides Tier 1 and 2 Salesforce Application Support including but not limited to: user set up, managing fields and layouts, automation, integration and troubleshooting
Provides Salesforce compliance and utilization improvement to ensure data accuracy and a streamlined sales process in conjunction with business partners
Provides direction to IT Support regarding Salesforce
REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
5+ years’ experience as a Salesforce Administrator
Required: Prior experience in defining and documenting business requirements
Experience with content management and sales tools
Ability to build internal relationships with producers and sales leaders
Excellent communication skills
Strong attention to detail
DESIRED EXPERIENCE AND SKILLS include but are not limited to:
Bachelor’s degree
Experience with content management and sales tools, preferably in a financial or insurance organization
Competencies & Traits
Problem Solving
Ability to view situations in an objective or critical manner and choose the best solution accordingly.
Uses brainstorming techniques to create a variety of solutions, thinking outside the box when necessary.
Manage Client Relationships
Identifies key professional working relationships and works to develop them over time.
Proactively engages in and promotes clear communication of information and needs within working relationships.
Communicating
Actively listens, shares information, and proposes suggestions and solutions.
Expresses oneself effectively both orally and in written form.
Technology
Learns and utilizes current and new technologies.
Embraces technology changes and improvements.
Business Acumen
Executes strategy through others to create alignment, a positive mindset and build capability in people and collaborate effectively with others.
Leads processes, understand the business, including its critical interdependencies, and the short and long-term trade-offs of decisions
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Salary Range
$80,000—$90,000 USD
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Why Join IMA?
We’ve built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
2020-2023 Business Insurance Magazine Best Places to Work in Insurance
2023 Inc. Magazine’s Best Workplaces
2023 Denver Business Journal’s Best Places to Work
2022-2023 Connecticut Top Work Places
2021-2023 Inc. 5000’s List of Fastest Growing Companies
2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
2022-2023 Kansas City Business Journal’s Best Places to Work
2021-2023 Charlotte Business Journal’s Best Places to Work
2021-2023 Los Angeles Business Journal’s Best Places to Work
2021-2023 The Salt Lake City Tribune Top Work Places
2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
2021 Dallas Business Journal’s Best Places to Work
2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Information Technology
Industries
Insurance
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