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Reporting to the Head, Relationship Management & Solutions, this role is accountable for being a key contributing member of RBC WMC. This role acts as the Senior Administrator for our Financial Services Cloud (FSC) implementation as we drive towards the cutting edge of Salesforce innovation and continue to enhance the platform for all of WMC.
Job Description
What is the opportunity?
The Salesforce Senior Administrator, is responsible for assisting with org configuration, support, and integrations for RBC Wealth Management Canada (WMC).
Reporting to the Head, Relationship Management & Solutions, this role is accountable for being a key contributing member of RBC WMC. This role acts as the Senior Administrator for our Financial Services Cloud (FSC) implementation as we drive towards the cutting edge of Salesforce innovation and continue to enhance the platform for all of WMC.
What will you do?
Develop customized solutions within the Salesforce platform to support critical business functions and meet project objectives, client requirements and company goals
Consult with all company stakeholders on new requirements and optimization of existing capabilities on the Salesforce platform.
Utilize your knowledge of Salesforce Lightning and Flow Builder to improve page layout and user UI issues. (work flows, reports, dashboards)
Develop priority Reports and Analytics to drive business decision making and operational processes.
Coordinate with the broader WMC CRM Product Team (Technology) to ensure configuration and development are conducted with no code conflicts
Support the business with ongoing product enhancements and feature development (configuration based) for major releases
Work closely with the IT Team on the implementation of change management best practices.
Support the business with overall change management initiatives to ensure proper adoption of the Salesforce platform
Communicate operational procedures and best practices with useful documentation and training for new and existing users.
Proactively identify and convey timely Salesforce-related information to our employees.
Effectively communicates and builds rapport with team members, stakeholders and business partners using a variety of techniques and collaboration from initiation to close. Resolves conflicts/issues of medium complexity and escalates others as appropriate.
Actively participate in weekly project status meetings and ensure assigned tasks are completed on time to support project deliverables.
Must-have
3+ years Salesforce Admin experience (org size over 500 users)
Strong knowledge of Sales and Service Cloud
Experience with different deployment techniques such as VCS/CI/CD (e.g., GIT, BitBucket, Urban Code)
Hands on experience with Salesforce Automation tools as, Flow Builder, Approval Processes
Certifications - Salesforce Certified Admin, Salesforce Platform App Builder
Nice-to-have
Development of Lightning Web Components is an asset
Financial Services Cloud experience is an asset
Prior Financial Services work experience
Einstein Analytics/Discovery experience (tableau)
What's in it for you
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
Gain a breadth of experience and exposure to the global WM platform
Opportunities to take on progressively greater accountabilities
Opportunities to building close relationships with colleagues and clients
Job Skills
Agile Methodology, Business Acumen, Business Data Analysis, Business Process Modeling, Communication, Critical Thinking, Decision Making, Interpersonal Relationship Management, Problem Solving, Requirements AnalysisAdditional Job Details
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Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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