Sr Salesforce Solution Specialist



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·        Work with business partners to realize full capabilities of CRM to meet business requirements and implement efficient workflows

·        Participates in the development and document of functional, technical requirements as well design reviews

·        Responsible for creating standard and ad-hoc reports and dashboards

·        Design, build and support configurations within CRM applications

·        Develop user stories for the development of additional CRM system functionality

·        Facilitate continued enhancements of, aligning with business processes and business reporting requirements

·        Create and manage work flows, approval processes, and campaigns within

·        Engage & utilize premiere support for maintenance & configuration support

·        Create and administer profiles, permission sets, users, groups

Responsible for data management within applications

·        Participate in project planning activities to provide input on work effort and cost estimates

·        Responsible for leading User Acceptance Testing (UAT) and managing go-live activities with IT and business units

·        Develop and deliver innovative solutions while utilizing best practices and governance

·        Provide support for production environment including incident management and resolution


·        Bachelor’s Degree

·        7+ years of CRM experience and at least 4+ years of experience working with as an administrator

·        Certified Administrator (ADM-201)

·        Certification in Developer

·        Expertise of best practices and governance standards

·        Working knowledge of APEX (classes and web services), Visual Force, Salesforce APIs, SOQL, platform

·        Strong understanding of release management and change control processes

·        Strong technical understanding of functional and technical system architecture

·        Strong working knowledge of platform out-of-the-box functionality and configuration

·        Relevant project work experience across multiple operational and/or technology areas and services

·        Strong organizational skills

·        Strong communication skills including written and verbal

·        Highly motived, excels in a team environment, innovative individual able to work independently with minimal supervision

·        Results-oriented, timeliness, attention to detail and accuracy

·        Experience with software development delivery methods (Waterfall, Iterative, Agile, Lean, etc.) and tools preferred

·        Excellent interpersonal skills, positive attitude, negotiation, conflict resolution, risk management skills required

·        Experienced in Microsoft Office tools

·        Proven experience working in a matrix environment, working with multiple stakeholders, as well as possess leadership presence

·        Strong definition, planning, scheduling, prioritization and organization skills

·        Possesses excellent people management skills with the ability to influence a range of audiences

·        Excellent analytical, diagnostic and problem solving skills


Desired Certifications & Experience

·        Certification in Advanced Developer and Advanced Administrator

·        Direct work experience in financial services and/or insurance industry

Brooksource provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, national origin, age, sex, citizenship, disability, genetic information, gender, sexual orientation, gender identity, marital status, amnesty or status as a covered veteran in accordance with applicable federal, state, and local laws.


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