Senior Associate, Salesforce Administrator

Published December 8, 2023
Location Dallas, TX
Category Default  
Job Type Full-time  


Purpose and Job Summary

Working in a small team environment, the Salesforce Business Administrator, reporting to the Director-CRM, will be responsible for the support of Salesforce to various ORIX business lines within ORIX USA. This is a fast paced, hands-on role requiring a high level of organization, responsibility and follow through.

This position has frequent contact with all levels of employees and management. In addition, this role may interact with outside business partners, vendors, consultants, and other office visitors.

The ideal candidate will have:

  • Experience as a Salesforce Administrator
  • Strong organization skills and a proven history of responsibility and follow through in resolving issues
  • An aptitude for using Salesforce to provide creative solutions to business challenges and opportunities
  • A talent and desire to create efficiency and opportunity through business process improvement
  • Experience leading small/medium sized projects
  • The ability and confidence to work in a cooperative environment across different departments and business units

Essential Duties & Responsibilities

  • Become a subject matter expert of ORIX USA Salesforce environment
  • Provide day-to-day support of Salesforce, including user administration, system configuration, report and dashboard design and creation
  • Provide upgrade and implementation planning and execution
  • Develop and/or enhance Salesforce by selecting and implementing third-party packages, tools, or components
  • Support internal and external customers as a business partner and analytical problem solver by collaborating with business and technology partners to execute projects and create solutions to business challenges
  • Manage customer relationships and expectations by participating in an appropriate communication strategy to keep them informed of current projects and roadmaps
  • Develop and execute change management programs for new business processes
  • Execute project management steps to ensure the risk mitigation, scope management, appropriate communication, and milestone achievement
  • Participate in or lead projects through the full project lifecycle: write requirements, write and execute test plans and scripts, facilitate UAT, write training materials and execute trainings, organize implementation and go live steps and provide go live support
  • Additional projects and duties as assigned to support ORIX and other technology and business needs

Education, Skills & Experience Required

  • Bachelor's degree in Computer Information Systems, Computer Science, Information Technology, Finance, or equivalent experience
  • 3+ years of experience in the information technology space
  • Extensive experience with the Salesforce CRM platform as a Salesforce Admin
  • Experience in the Financial Services industry, commercial lending and/or asset management experience a plus
  • Experience with business analysis, requirement documentation, solution design, testing, and implementation
  • Motivated, initiative-taker with a strong attention to detail
  • Innovative problem solving, analytical and execution skills
  • Excellent organization, communication, presentation, and people skills
  • Demonstrated ability to learn quickly, work independently and contribute as part of a high-performance team
  • Confidence to interface with all levels of organization, including senior management
  • Ability to plan, organize, and prioritize assignments; ability to stay focused on critical priorities, but be resilient and adjust as priorities change

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.