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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Salesforce administration, including configuration, user management, and data governance. Proficient in developing reports and dashboards to support strategic decision-making and enhance user experience.
Highest-signal resume keywords
Salesforce AdministrationSalesforce Administration Certification (ADM 201)Salesforce Integrations and APIsAgile Delivery MethodologiesData Governance Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Salesforce ConfigurationUser ManagementData Quality MonitoringReport DevelopmentAutomation Design
Soft Skills
Analytical AbilitiesProblem-SolvingContinuous Improvement MindsetMulti-Priority Management
Tools & Technologies
Power BIPower AutomateSQLExcel VBA
Certifications & Qualifications
Salesforce Administration Certification (ADM 201)
Industry Keywords
Insurance ServicesFinancial Services
Tech Stack
Tools & technologiesSQLVBA
About the role
Key responsibilities & impact- Configure and maintain Salesforce objects, fields, page layouts, record types, validation rules, flows, approval processes, and automation
- Manage user setup, roles, profiles, permission sets, and security settings
- Support system releases, testing, and deployment activities
- Monitor platform performance and identify optimization opportunities
- Collaborate with business stakeholders to understand operational requirements and identify automation opportunities
- Design scalable Salesforce solutions that improve productivity and user experience
- Develop and maintain reports, dashboards, and KPIs for operational and strategic decision-making
- Monitor and improve data quality through audits, validation controls, and cleansing activities
- Support data migrations, integrations, and data management initiatives
- Ensure compliance with data governance, privacy, and retention requirements
- Work closely with Product Owners, Business Analysts, and technical teams to enhance the CRM and underwriting workbench for five specialty business lines
Requirements
What you’ll need- 3–5+ years of Salesforce administration experience
- Salesforce Administration Certification (ADM 201)
- Experience with Agile delivery methodologies is an asset
- Experience with Salesforce integrations and APIs is an asset
- Strong analytical and problem-solving abilities
- Ability to manage multiple priorities in a fast-paced environment
- Continuous improvement mindset
- Experience supporting insurance or financial services is a differentiator
- Knowledge of Power BI, Power Automate, SQL, or Excel VBA is beneficial
Benefits
Comp & perks- Eligibility for annual bonus
- Retirement savings plan
- Share plan
- Health benefits
- Personal wellness benefits
- Volunteer opportunities
- Hybrid flexible work model
- Outstanding career development opportunities
- Professional development education support
- Competitive vacation package
- Option to purchase 5 extra days off per year
- Employee-driven programs focused on gender, LGBTQ+, origins, diversity, and inclusion
- Corporate wellness programs supporting physical and mental health
