Senior Salesforce Administrator (Hybrid)

at  Morgan Stanley

Senior Salesforce Administrator (Hybrid)
Job Number:

3255977
POSTING DATE: Jul 25, 2024
PRIMARY LOCATION: Americas-Canada-Quebec-Montreal
EDUCATION LEVEL: Bachelor’s Degree
JOB: Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Vice President

DESCRIPTION

We offer:

• To work with some of the best professionals in the business - for a firm that values individual intellect as much as teamwork
• State-of-the-art offices that are designed to maximize collaboration
• Flexible working arrangements
• Enriching challenges that provide opportunity for constant learning and advancement
• An environment which is leveraging technology to its highest potential

Team Profile:
Transformation builds the technological capabilities and connections that keep Morgan Stanley thriving, giving the Firm the agility and stability to perform in all market conditions. The division is comprised of Centers of Excellence across Agile / Front-to-Back platform operations, Artificial Intelligence / Machine Learning, Cloud, and Automation; Technology Business Development, which manages Morgan Stanley’s strategic relationships with external technology companies; and the Innovation Office, which focuses on removing barriers to innovation and accelerating time to value.
The Morgan Stanley Firmwide Innovation Group was formed in 2022 as a partnership between Firm Strategy & Execution and Innovation aligning our deep expertise and strong relationships in technology and financial services sectors to identify and assess industry trends and disruptors, explore partnerships, investment and acquisition opportunities; enhance client engagement; and strengthen our infrastructure and capabilities. Firmwide Innovation is a global organization with resources in London, Budapest, Bangalore, New York, and Montreal.
If you are a proactive and results-oriented Salesforce Administrator with a passion for leveraging technology to drive business impact, we invite you to apply and be part of our Firmwide Innovation team.
Position Description:
Responsibilities
As a Senior Salesforce Administrator within the Operations and Insights team in Firmwide Innovation, you will play a pivotal role in optimizing and maintaining our Salesforce ecosystem.

In this role, you will :

• Collaborate closely with stakeholders across the team and Firm to ensure that Salesforce is effectively used to support business processes, enhance operational efficiency, and provide valuable insights through data analytics.
• Be responsible for managing all aspects of Salesforce configuration, customization, and implementation of new features and functionality.
• Ensure data integrity, security, and system stability through regular audits, troubleshooting, and maintenance.
• Maintain the sales cloud, as well as building custom reports and dashboards.
• Perform database maintenance tasks, including diagnostic tests and duplicate entry cleansing.
• Evaluate and install new Salesforce releases, as well as providing training and support.
• Preparing reports, dashboards, analytics, and formulas.
• Use Custom & Standard Objects and Create Object Relationships.
• Create and customize custom Lightning apps.
• Manage and standardize team’s usage of Salesforce.

The Senior Salesforce Administrator reports to the Head of Operations & Insights, based in New York.

QUALIFICATIONS

Required skills

• 5-7 years of experience as a Salesforce administrator in a similar environment
• Bachelor’s degree in Information Technology, Computer Science, Business Administration, or a related field
• Proven experience as a Salesforce Administrator, including customization, configuration, and implementation
• Strong understanding of Salesforce best practices and data management principles
• Excellent analytical and problem-solving skills with the ability to translate business requirements into technical solutions
• Effective communication and stakeholder management skills, with the ability to work collaboratively in a team environment

Nice to have

• Salesforce certified administrator or Salesforce advanced administrator certification.

About us:
Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services. At Morgan Stanley Montreal, we are shaping the future of our global business and contributing to our local community. Our team works across numerous areas.
Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
All our positions are located in Montreal, Quebec. We offer a hybrid work environment, combining remote work and attendance in the office.
Knowledge of French and English is required.
Build a career with impact. Visit morganstanley.com for more information.

• Collaborate closely with stakeholders across the team and Firm to ensure that Salesforce is effectively used to support business processes, enhance operational efficiency, and provide valuable insights through data analytics.
• Be responsible for managing all aspects of Salesforce configuration, customization, and implementation of new features and functionality.
• Ensure data integrity, security, and system stability through regular audits, troubleshooting, and maintenance.
• Maintain the sales cloud, as well as building custom reports and dashboards.
• Perform database maintenance tasks, including diagnostic tests and duplicate entry cleansing.
• Evaluate and install new Salesforce releases, as well as providing training and support.
• Preparing reports, dashboards, analytics, and formulas.
• Use Custom & Standard Objects and Create Object Relationships.
• Create and customize custom Lightning apps.
• Manage and standardize team’s usage of Salesforce