• Develop, test and model campaigns and projects including business case documentation, analysis and execution of end-to-end processes for sales and marketing initiatives.
• Manage daily administration and support of NYBC’s Salesforce CRM database, including but not limited to: managing user profiles, customization of objects, fields, record types, page layouts and validations in SandBox function.
• Train new and existing users on optimal use of CRM database applications; keep application users informed about system functionality and enhancements.
• Work with sales and marketing management (and end-users) to create and manage complex workflow rules, data validation, and work flow triggers.   
• Coordinate a range of Salesforce related activities including assessing customer needs, setup of business processes/workflows, developing functional    requirements, application configuration/administration, test plan management,and post deployment support activities.
• Evaluates approaches for integration of Salesforce applications and other enterprise systems and applications and acts as a liaison with management and staff to resolve problems and improve processes.
• Designs, implements, and monitors the progress of initiatives and milestones to ensure timeliness and deliverables are met.

Sharing Project Results, Tracking and Control

• Develop, create and execute customized reports and dashboards to accurately track sales activity and performance. Analyze trends to assess, refine and modify business process flows to optimize information and map successes.
• Create and maintain documentation on processes, policies, application configuration and help related materials for users as database applications are modeled, tested and developed into SOPs (standard operating procedures).

Coordination of Resources and Direct Support 

• Coordinate, across departments, to integrate sales and marketing platforms. (Examples: Salesforce with Novatus (contract management program) or Salesforce with Definitive Healthcare or Salesforce with Timba Surveys)
• Works with vendors to automate methods of delivering data. Manages annual software maintenance agreements, tracks end-user and server software licenses, and performs server and end-user application installations and configuration.
• Leads change management planning and communication during transitions and upgrades that impact application users and visitors. Manages collaborations with colleagues to integrate business systems with web applications, gallery technologies, and websites.
• Any related special project duties as assigned

Understanding of Salesforce Licensing and ability to optimize licensing for the Enterprise.

Knowledge and familiarity with Salesforce 3rd party applications (OwnBackup, Imprivata (FairWarning), FormAssembly, Validity (DemandTools), Conga Contracts for Salesforce, RevCult, etc.).

Expert Knowledge of Microsoft Suite (Word, Excel, PowerPoint, MS Project Visio).

Skills & Abilities:
Ability to build relationships and to work effectively with diverse groups.

Ability to manage many complex projects simultaneously in team environment. Maintaining effectiveness when experiencing major changes in work tasks or the work environment; adjusting effectively to work within new work structures, processes, requirements, or cultures.

Ability to work in fast-paced environment.

Ability to deal effectively with others by using appropriate interpersonal styles and methods to reduce tension or conflict between two or more people.

Ability to maintain stable performance under pressure or opposition; handling stress in a manner that is acceptable to others and the organization.

Proactively prioritize initiatives and have keen ability to multi-task

Project management - Apply defined project controls to identify, communicate, and manage project scope, goals, project plan, and project progress/performance.

Ability to communicate clearly, proactively, and concisely with all key stakeholders, customers, and staff.

Effectively manage the project controls of complex processes.

Skills necessary to plan and track projects; operational metrics and performance for multiple projects.

Ability to facilitate small to large groups of people at various organizational levels for purposes of planning, problem solving.
Ability to engage with sales and marketing leaders to bring new concepts and leading-edge tools to the attention of management.

For applicants who will perform this position in New York City or Westchester County, the proposed annual salary is $104,000.00year to $140,000.00/year.  For applicants who will perform this position outside of New York City or Westchester County, salary will reflect local market rates and be commensurate with the applicant’s skills, job-related knowledge, and experience.