Location: New York,NY, USA
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join the Broadridge team.
Broadridge is hiring! This roles primary responsibility is to oversee adoption of key features for Salesforce.com at Broadridge. This role will be the primary feature owner and work with the Platform Owner and Delivery Manager to document, test, and roll-out new modules. Responsibilities include engagement with business users, case management, data management, troubleshooting issues, finding areas of platform optimization, training, and driving adoption.
This is a front facing role to our customers (internal sales & service teams, cross-functional partners). Daily responsibilities include managing the case queue to ensure SLAs are met with our userbase, stakeholder management, user access and permissions, data and duplicate management, and compliance activities.
We are seeking candidates who are looking to join a fast-growing CRM program and are seeking to take ownership of various aspects of the Salesforce platform. Our teams goal is to create scalable and innovative solutions, deliver best-in-class technology, and enable intuitive apps for business users. Success in this role will be based on your ability to channel your observations from working sessions or self-driven analysis into actionable tasks.
Candidate should possess a combination of strong business acumen and technical skill and have strong oral and written communication skills.This role is considered a remote position; however, we are seeking candidates located on the East Coast.
Key Role Responsibilities
+ Develop a deep understanding of the value proposition of Salesforce.com in context of business needs and relay consistent messaging to business audiences to encourage and reinforce best practices
+ Support training and onboarding of business users to the system, drive adoption on existing apps and features
+ Configure Salesforce according to approved solutions including but not limited to, Page Layouts, Lightning Pages, Profiles, Permission Sets, Roles, Quick Actions, Fields, Feature Settings, Lightning Apps, Reports, Dashboards, Custom Permissions, Custom Metadata Tables, Custom Objects, Groups, Queues, Record Types
+ Conduct analysis and evaluation of materials and artifacts provided by the business
+ Capture comprehensive meeting notes; author requirements based on workshops and conversations with stakeholders, business users; author and track user stories
+ Author and maintain clear, complete, and well versioned documentation under guidance from senior architect and project leads
+ Groom and prioritize backlog based on business requests and/or recurring observed issues
+ Research Salesforce features, manage platform readiness for new SFDC releases
+ Maintain Project Tracking tools to ensure real-time visibility into progress of project tasks and overall workstreams
+ Maintain Configuration Workbooks and execute system audits and spot-checks
+ Create and maintain user-facing documentation for training admins and business users
+ Additional responsibilities and areas of coverage include:
+ Manage case queue
+ User support and error troubleshooting
+ User Login & Access Support
+ Tracking user issues to inform new features and business user engagement opportunities
+ Research and document current state functionality
+ Host live new feature demos and Q&As
+ Author and distribute release notes and feature announcements
+ Maintain training-resources for business users
+ Maintain training-resources for admins, including but not limited to administrative policies and frameworks, internal training documentation
+ Execute QA testing for new features and platform changes
+ Support Bulk Data Updates, recurring and one-off
Experience/Qualifications
+ Salesforce.com Certification, preferably Platform App Builder and Salesforce Administrator, required
+ Ability to contribute and support projects through the full lifecycle from inception through delivery and post-launch adoption
+ Delivery of Salesforce.com automation and custom features that directly served a business need, experience leading 3+ transformative initiatives preferred
+ Experience in Salesforce.com Sales Cloud core configuration, Flow Configuration, Data Loader, Excel required
+ Experience with Sandbox Management, DevOps, Snapshots, SFDC Analytics, Marketing Cloud, JIRA, Project Management, Mobile, OwnBackup, Outlook Integration, Service Cloud, preferred
+ Know when to apply Platform Events , SOQL, Talend, HTML, Apex, Javascript, LX web components and exposure or experience with the latest tooling for Salesforce.com optimization
+ Experience with implementations supporting a SaaS/subscription-based business preferred
Compensation & Benefits:
+ Salary: $105,000-$125,000 annually depending on experience
+ Bonus Eligibility: Annual bonus
+ FlexPTO
+ Benefits: Medical, dental, life, and vision insurance. 401k w/ match, parental leave, and more. Medical insurance starts immediately upon hire. For more information please visit www.broadridgebenefits.com
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Broadridge associates helped us envision our Connected Workplace - a work model that allows associates around the globe, dependent upon their role responsibilities, to take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates can only do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a companyand ultimately a communitythat recognizes and celebrates diversity in all its dimensions.
Disability Assistance
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.US applicants: Clickhere ( to view the EEO is the Law poster.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-###-#### or by sending an email to ...@broadridge.com .
Broadridge Financial Solutions, Inc. (NYSE: BR) , is a global Fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference ( . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications . A certified Great Place to Work, Broadridge is part of the S&P 500 Index, employing over 14,000 associates in 21 countries.
Hear from our associates how Broadridge has maintained its culture since the shift to a remote and hybrid working model.
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Broadridge is committed to creating an engaging workplace for the most talented associates in our industry. On and off-site working provides flexibility by balancing the needs of our clients, teams, and associates. Our Connected Workplace is grounded in the following concepts: Flexible, Accountable, Connected, and Supported. This approach allows us to achieve business goals while supporting meaningful work-life integration for our associates. Broadridges high-performance teams thrive in a culture based on trust and mutual respect that emphasizes outcomesrather than how, when, and where work is done.
We are dedicated to fostering a diverse, equitable, inclusive, and healthy environment. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success.
Our goal is to ensure our associates at every level of the organization represent the diversity of the clients we serve and the communities in which we work. We pursue both top-down and bottom-up approaches to advancing diversity, equity, and inclusion initiatives and values into our culture. This is reflected in the varying backgrounds of our over 14,000 associates working in 21 countries around the globe.
Learn about our DEI Program here ( .
We believe that our associates are among our most important assets. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our Connected Workplace where associates may be working on-site, off-site, or using a hybrid model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.