Salesforce Configuration Specialist

4 weeks ago

Old Toronto, Ontario, Canada Relayfi Full time

At Relayfi, our vision is to empower small businesses by transforming traditional banking into a growth facilitator. We are a comprehensive, collaborative financial management platform dedicated to supporting employer SMBs and their financial operations, both internally and externally, while prioritizing a customer-centric experience. Our goal is to ensure that SMBs are always 'on the money'.

We are in search of a Salesforce Administrator with a solid background in development to enhance our expanding Revenue Operations team. In this pivotal role, you will be instrumental in revolutionizing our banking services by configuring and optimizing Salesforce to drive our success. This position offers a unique chance to improve our operational effectiveness, guarantee data accuracy, and equip our teams with essential tools for excellence.

Being part of Relayfi means having the opportunity to significantly impact the development of solutions that can benefit millions of small businesses across North America. If you are passionate about making a difference and solving real customer challenges, Relayfi is the ideal environment for you.

Key Responsibilities:
  • Customize and configure Salesforce to align with organizational objectives.
  • Design and implement processes that enhance workflows, operational efficiency, and scalability.
  • Lead data integrity initiatives, managing data migration and integration projects to support our expanding user base.
  • Create and maintain insightful reports and dashboards to facilitate data-driven decision-making.
  • Collaborate with cross-functional teams, including Sales, Customer Success, Marketing, and Data, to understand their specific needs and tailor Salesforce solutions accordingly.
Qualifications:
  • 3-5 years of experience, with at least 2-4 years focused on Salesforce.
  • Possession of Salesforce certifications (e.g., Salesforce Certified Administrator, Salesforce Advanced Administrator, Platform App Builder, and/or Platform Developer I).
  • Proficiency in Salesforce configuration, customization, and maintenance, including Apex, Visualforce, and Lightning components.
  • Experience with Salesforce integrations and familiarity with other sales enablement SaaS applications (e.g., Salesloft, Gong, and ZoomInfo) is a plus.
  • Strong business acumen and problem-solving abilities to comprehend business processes and devise effective Salesforce solutions.
  • Analytical mindset with robust data analysis skills.
  • Experience in Agile development methodologies.
  • Attention to detail with a knack for identifying opportunities for process and system enhancements.
  • A growth-oriented mindset, eager to learn and stay updated with the latest Salesforce features and industry best practices.
Preferred Qualifications:
  • Prior experience in B2B SaaS, fintech, or neobanking.
  • A diverse background that includes experience in both fast-growing startups and established organizations.

Our Commitment:

  • Competitive compensation and equity: Employees at Relayfi are also owners, enjoying equity along with a competitive salary.
  • Comprehensive health benefits: Full health benefits from day one, including flexible Health or Wellness Spending Accounts and medical, dental, and vision coverage for you and your dependents.
  • Flexible vacation policy: Every team member starts with 15 vacation days and 5 flexible days, plus an additional week of office closure during the end-of-year holidays.
  • Parental leave with salary top-up: We provide 12 weeks off with a 100% salary top-up for all full-time employees, accessible for all parents.
  • Hybrid work model: We value collaboration and connection, encouraging in-office work twice a week.
  • Dog-friendly workplace: Our office is welcoming to dogs, promoting a positive and healthy environment.
  • Opportunities for growth: Through ongoing feedback, mentorship, and coaching, you will work with peers and leaders dedicated to your success.
  • Top-tier equipment: As a Mac-first company, our offices are equipped with everything you need to perform at your best.
  • Social engagement: We celebrate our achievements with company-wide events, team gatherings, and networking opportunities.

At Relayfi, we are committed to driving meaningful change for small business owners, powered by exceptional talent. We foster an environment where every team member feels empowered to make impactful decisions, encouraged to ask challenging questions, and motivated to take calculated risks that lead to work we can all be proud of.

Interview Process:

  • Stage 1: A 30-minute video call with a member of the Talent team.
  • Stage 2: A 45-minute video call with the Director of Sales and Senior Manager, Technical Programs.
  • Stage 3: A take-home case study.
  • Stage 4: A 30-minute video call with the Revenue Operations Manager.
  • Stage 5: A 30-minute video call with a member of the Leadership team.

Our Values:

At Relayfi, we believe that diversity is essential for building high-performing teams, and creating an inclusive work environment is our priority. We are an equal-opportunity employer and welcome individuals from diverse backgrounds, perspectives, and skill sets.

We are committed to providing accommodations during the hiring process. If you require assistance, please inform us, and we will work to meet your needs.

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