GreenState Credit Union seeks a Senior Salesforce Operations Specialist to optimize and support our Salesforce platform across lending, retail, and member service teams. You will lead configuration, automation, and data quality initiatives, translating business requirements into scalable solutions. Responsibilities include managing user roles, reports, and dashboards, driving adoption, and partnering with stakeholders to streamline workflows and ensure compliance. This member-focused role offers the chance to improve frontline efficiency, support strategic growth, mentor junior admins, and contribute directly to community-focused financial outcomes.
Responsibilities
- Configure and maintain Salesforce objects, fields, page layouts, and automation to support lending, retail, and member service processes
- Develop and maintain reports and dashboards to provide actionable insights to business leaders and frontline teams
- Ensure data quality, governance, and compliance with financial and regulatory standards
- Gather and translate business requirements into scalable Salesforce solutions and enhancements
- Lead testing, documentation, and change management for new features and releases
- Manage user roles, permissions, and security settings while supporting user issues and requests
- Drive Salesforce adoption through training, guidance, and best practices
- Collaborate with IT and vendors on integrations and technical troubleshooting
- Monitor system performance and proactively identify opportunities to optimize workflows
- Mentor junior Salesforce administrators or analysts and act as platform subject-matter expert
Required Skills
- Salesforce administration
- Salesforce configuration (objects, fields, page layouts)
- Salesforce automation (Flow, Process Builder, Validation Rules)
- Salesforce reporting and dashboards
- Data management and data quality
- User training and support
- Requirements gathering and documentation
- Systems integration basics (APIs, middleware)
- Testing and change management
- Regulatory and compliance awareness in financial services