Junior Salesforce Administrator - CrossCountry Mortgage



Description Position Overview:

The Junior Salesforce Administrator is responsible for ensuring CrossCountry Mortgage’s (“CCM”) enterprise Salesforce platform maximizes efficiency and capitalizes on full features and benefits across the entire user base. Excellent technical and communication skills will be leveraged to interface directly with internal and external stakeholders to understand their needs to administer and enhance systems accordingly.


  • Data Quality and Migration
  • Service ticket responses
  • Stay up to date on new features, integrations and all things Salesforce.
  • Maintain a solid understanding of CCM’s business.
  • Build Strong relationships with colleagues across departments.

Maintain System, Security and Integrity

  • Reassign Accounts, Contacts, and Opportunities in response to personnel changes.
  • Grant/ remove and maintain user licenses.
  • Maintain security including sharing rules and security levels.

Data Quality, Migration and Maintenance

  • Assist with migration from older systems/processes into Salesforce.
  • Import data as appropriate, manage duplicate records, monitor and improve data quality.
  • Monitor and manage exception logs for back end system integration with SFDC.
  • Ensure data integrity by merging duplicate Leads, Contacts, and Accounts; performing mass uploads and updates of data as required; Auditing and remove unnecessary fields and data; ensuring screens, fields and workflow have accurate names and reflect current workflow.

Report and Dashboard Creation and Maintenance

  • Create and maintain dashboards and reports including folder maintenance.
  • Build and manage report folders for reps to improve sales efficiency.

Service Ticket Responsibilities

  • Complete and attend to service tickets through the Salesforce Service Console
  • Maintain CCM standard response rates to outstanding issues

Required Qualifications:

  • Bachelor degree in a Technology or Business related field
  • Exceptional communication skills with both technical and non-technical team members
  • Designing solutions and maintaining systems that adhere to security best practices
  • Moderately to highly complex analytical and problem solving skills with strong attention to detail
  • Ability to work independently as well as part of a team on multiple projects at one time
  • One or more current Administrator Salesforce.com certifications preferred

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.

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