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Salesforce administrator (nam portugal)

Oeiras
Nordea Asset Management Portugal
Anunciada dia 1 abril
Descrição

Would you like to be part of a dedicated and fast‐paced CRM Operations team? We are now looking for a Certified Salesforce Administrator to provide effective user support to our growing distribution team. Part of the role is also business oriented, participating in fund data administration tasks in Salesforce and change initiatives related to our products.About This Opportunity Welcome to the CRM Operations team, part of the Business Development and Support unit in Nordea Asset Management Institutional and Wholesale 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 a Salesforce Administrator you'll play a valuable role providing efficient support to the users, whilst ensuring that fund data management tasks are executed effectively and efficiently in Salesforce. You will also take part in change initiatives and projects of varying scope, contributing to the design and customization of our Salesforce instance.What You'll Be Doing Salesforce, Tableau and Marketing Cloud End user supportAnswer to requests (both technical and business process related)Produce reports and dashboards for key stakeholders and managementDeliver training sessions (new joiners, ongoing, ad hoc) both remotely and face‐to‐faceSalesforce, Tableau and Marketing Cloud administrationSystem administrationUser/Permission management and controlsManage fields, objects, rules, workflows and other configurationsChange Set managementMonitoring of existing external system integrations and assisting in building new integrationsProcess improvements and analysisMonitor, analyse and quality control processes and dataIdentify opportunities for improvementChange initiativesCollection and documentation of requirementsSolution design (in collaboration with developers)Testing, implementation, documentation and trainingFund data deliveriesFund data input, maintenance and quality control in SalesforceOversee regular delivery of static fund data to data vendors and other external partiesLiaise with data vendors on static fund data delivery related changes and issuesMaintaining high quality process documentation for Salesforce related tasksWho 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 strong understanding of the Salesforce.com platform and best practices including:Good knowledge of Reports and AnalyticsGood knowledge of Declarative Salesforce Methodology; Workflow, Process Builder, Flows etc.Are service‐minded and possess effective interpersonal and communication skillsHave good troubleshooting skillsEnjoy working in the intersection of technology and business, and are able to effortlessly navigate both worldsAre creative, self‐motivated, able to collaborate remotely and independently organise and perform your work ensuring that given priorities and deadlines are adhered toAre very attentive to detail and willing to learnHave a structured approach and are willing to contribute to continuous improvements of data quality and process efficiencyYou are interested in learning more about Asset ManagementYou have a good understanding of IT main principles and are willing to improve your technical skillsYour experience and backgroundYou must hold a valid and current Salesforce Certified Platform Administrator certification. Other certifications, especially Marketing Cloud Administrator, are a plus.Your background includes Salesforce Administrator experience in the financial sector, with exposure to asset management. Exceptions from this requirement can be considered for candidates with a very strong Salesforce background and a pronounced interest to learn about Asset Management.Previous experience working with any of Marketing Cloud, Tableau and/or Data 360 is a plus.Knowledge of Python and/or C++ is a plus.Previous experience working with (static) fund data is a plus.Master's degree in IT, economics, finance or similar.Excellent command of Microsoft office applications (especially Outlook, Excel and Visio).Proficiency in English is mandatory.If this sounds like you, get in touch!Next steps Submit your application no later than 30/04/2026. 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.#NAM#NAM‐Portugal#J-18808-Ljbffr

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