Salesforce Administrator, Data Specialist

Summary

Join BHG Financial, a growing company with an award-winning culture focused on developing employees into business leaders. We are seeking a detail-oriented Salesforce Administrator specializing in data cleaning, archiving, and analytics to ensure our CRM data is accurate and actionable. This role involves managing data integrity, implementing data validation rules, collaborating with departments, and developing reports and dashboards. You will play a critical role in maintaining the accuracy and usability of our Salesforce data to drive productivity and business intelligence. The ideal candidate will have 2+ years of experience as a Salesforce Administrator or Data Analyst and proficiency in Salesforce tools. BHG Financial offers a comprehensive benefits package, including medical, dental, vision, PTO, wellness weekends, a 401k plan, training opportunities, and quarterly award ceremonies.

Requirements

• 2+ years of experience as a Salesforce Administrator or Data Analyst, with a focus on data cleaning and analytics
• Proficiency in Salesforce Reports, Dashboards, Data Loader, and Excel for data manipulation
• Experience with Salesforce data archiving strategies and tools, including Grax
• Experience working with data governance frameworks and policies
• Strong analytical and problem-solving skills with the ability to interpret data and provide actionable insights
• Attention to detail and a proactive approach to identifying and correcting data inconsistencies
• Excellent communication and collaboration skills, with the ability to interact with stakeholders at all levels

Responsibilities

• Perform regular audits of Salesforce data to identify and correct errors, duplicates, incomplete entries, and inconsistencies
• Implement and monitor automated data validation rules, workflows, and triggers to maintain data accuracy
• Collaborate with various departments to ensure the data they input adheres to Salesforce data standards
• Develop and execute strategies to archive outdated or unused data while ensuring compliance with data retention policies
• Manage data storage limits and ensure efficient use of Salesforce storage
• Implement archiving tools and integrations for long-term data storage, such as Grax
• Design, develop, and maintain customized reports, dashboards, and KPIs to provide business insights
• Work with stakeholders to identify data analysis needs, translating them into actionable reports and metrics
• Support business units with data extraction and preparation for deeper analysis or business presentations
• Enforce data governance policies, ensuring proper data entry, usage, and quality control measures
• Act as the point person for Salesforce data management and establish best practices for maintaining a clean, reliable dataset
• Provide user support on Salesforce functionalities related to data cleaning and reporting
• Train users on data management best practices and data entry processes to minimize errors
• Collaborate with Salesforce developers and consultants to implement necessary system changes or enhancements
• Document data object hierarchy and use cases
• Assist in integrating third-party data tools with Salesforce to streamline data cleaning and analysis efforts
• Automate data management tasks where possible to optimize efficiency and data integrity

Preferred Qualifications

• Salesforce Admin certification (e.g., Salesforce Administrator, Advanced Administrator) is highly desirable
• Knowledge of tools like Workbench, Field Trip, and data visualization platforms (e.g., Tableau, Power BI) is a plus

Benefits

• Medical/Rx/Dental/Vision coverage for employees and their eligible family members
• Competitive PTO and vacation policies
• 1 Friday off each month for Wellness Weekends
• Company 401(k) plan with employer contributions after one year
• Company-sponsored training and certification opportunities
• Quarterly award ceremonies where top achievers are celebrated and receive additional bonuses
• Ongoing volunteer opportunities to give back to the community through our BHG Cares program