Would you like to be part of dedicated and fast-paced CRM Operations team? We are now looking for a Salesforce Administrator to provide user support to our growing distribution team. Part of the role is also business oriented participating in fund data administration tasks in Salesforce and changes initiatives related to our products.
At Nordea, we are deeply committed to providing the financial solutions of tomorrow to our customers. We're creating an agile environment where we experiment and grow together – and we need your ideas and unique background. With us, you'll be in good company with a chance to make your mark on something bigger.
About this opportunity
Welcome to the CRM Operations team, part of the Business Development and Support unit in Nordea Asset Management Institutional and Wholesales Distribution. We add value by supporting our 200+ internal Salesforce users, ensuring that they have continuous access to the information and data they need to effectively distribute our funds. As Salesforce Administrator you'll play a valuable role providing first class support to the users, whilst ensuring that fund data management tasks are executed timely and effectively in Salesforce. You will also participate in change initiatives of different sizes, actively contributing to the design and customization of our Salesforce.
What you'll be doing:
Salesforce and Marketing Cloud End user support Answer to requests (both technical and business process related)
Produce reports and dashboards for key stakeholders and management
Deliver trainings
Salesforce and Marketing Cloud administration System administration
User/Permission management and controls
Manage fields, objects, rules, workflows and other configurations
Changeset management
Monitoring of external system integrations
Process improvements and analysis Monitor, analyse and quality control processes and data
Identify opportunities for improvement
Change initiatives Collection and documentation of requirements
Solution design (in collaboration with developers)
Testing, implementation, documentation and training
Fund data input, maintenance and quality control in Salesforce
Oversee regular delivery of static fund data to data vendors and other external parties
Liaise with data vendors on static fund data delivery related changes and issues
Maintaining high quality process documentation for Salesforce related tasks
You'll join a small, dedicated team that lives and breathes change.
The role is based in our office in Oeiras (Portugal), with occasional travel to the office in Luxembourg.
You will work closely with our Luxembourg Salesforce team.
Who you are
Collaboration. Ownership. Passion. Courage. These are the values that guide us in being at our best – and that we imagine you share with us.
To succeed in this role, we believe that you:
Have a good understanding of the Salesforce.com platform and best practices including: Good knowledge of Reports and Analytics
At least basic knowledge of Declarative Salesforce Methodology; Workflow, Process Builder, Flows etc.
Are service-minded and possess good interpersonal and communication skills
Have good troubleshooting skills
Enjoy working in the intersection of technology and business, and are able to effortlessly navigate both worlds
Are a creative and self-motivated, able to collaborate remotely and independently organise and perform your work ensuring priorities and deadlines
Are very attentive to detail and a focused person
Have a proven analytical mindset and are eager to contribute to continuous improvements of data quality and process efficiency
You are interested in Asset Management
You have a good understanding of IT main principles and are willing to improve your technical skills
Your experience and background:
You are a Salesforce Certified Administrator or working towards the certification. Other certifications, especially Marketing Cloud Administrator, are an asset
You have a first experience working with Salesforce Administration in the Financial sector, ideally Asset Management. Exceptions from this requirement can be considered for candidates with a very solid Salesforce background and an interest about Asset Management
Previous experience working with Marketing Cloud and (static) fund data is an asset
Master's degree in IT, economics, finance or similar
Proficiency with Microsoft office applications (especially Excel and Visio)
If this sounds like you, get in touch!
Next steps
Submit your application no later than 31/12/2024. Please note the position might be filled before the application deadline.
At Nordea, we know that an inclusive workplace is a sustainable workplace. We deeply believe that our diverse backgrounds, experiences, characteristics and traits make us better at serving customers and communities. So please come as you are.
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