COMPANY OVERVIEW 

Born out of a Google tech hub in Chicago, Figo is an InsureTech company that has reinvented how pet health insurance is delivered to the consumer.  Our Pet Cloud mobile app combined with easy to use insurance is delivering peace of mind to loving pet parents across America.  

We have a dynamic, fast-paced, team-oriented environment. We seek an energetic, self-motivated individual to join our team. The ideal candidate will have an entrepreneurial attitude, a strong work ethic, be enthusiastic, ability to execute within a team and the long-term aspiration to join a growing enterprise.

REPORTS TO

Jim Newman

Job Description 

RESPONSIBILITIES:

 Create and Manage Changes to the System -

·        Proactively seek out and identify needed system changes.

·        Proactively gather feedback from users.

·        Manage system changes without interruption to the user.

·        Communicate system changes to the users in advance so they understand the change and how to use it prior to   implementation.

·        Gather requirements from end users.

·        Modify the system to increase benefits and usability.

·        Manage the change control process.

·        Manage all processes that impact/relate to Salesforce.com.

·        Manage new releases of SFDC and efficiently roll out new features.

·        Create and maintain fields, views, reports, dashboards, campaigns and other salesforce.com objects and functions.

·        Create custom objects when necessary.

·        Handle on-going customization/ alteration of Salesforce.com.

·        Maintain, enhance and create workflows, functions, and configurations within the Salesforce.com environment.

·        Create new reporting capabilities and respond to ad-hoc reporting requests as needed.

·        Provide support functions as needed.

·        Provide sales and financial data to company executives.

 Maintain System, Security and Integrity -

·        Map salesforce.com hierarchy and territories in response to personnel changes.

·        Reassign Accounts, Contacts, and Opportunities in response to personnel changes.

·        Grant/ remove and maintain user licenses.

·        Maintain security including sharing rules and security levels.

·        Design, Create and maintain user roles, profiles and hierarchies.

·        Monitor application storage usage and archive data as needed.

User Assistance, Training, Adoption, and Satisfaction -

·        Create and administer training to existing or new users/groups.

·        Provide one to one training to end users on an on-going basis.

·        Expand use of Salesforce.com – attend planning meetings, assist with determining if /how salesforce.com can be used in new ways as opposed to purchasing a new internal system.

·        Assist sales management to create processes in salesforce.com to help monitor activities, trends, sales and leads.

·        Communicate regularly with user base regarding new features, enhancements, and changes to the system.

·        Monitor usage and mentor users/groups needing assistance.

·        Continually seek ways to further enhance the end-user experience.

·        Be the company SME on Salesforce.com.

Process Creation, Documentation, and Maintenance -

·        Document company processes and workflows.

·        Develop process documentation and field maps.

·        Create new processes and associated reporting.

Data Quality, Migration and Maintenance -

·        Assist with migration from older systems/processes into Salesforce.com.

·        Monitor neglected Leads, Opportunities, Accounts, and Contacts as appropriate.

·        Import data as appropriate.

·        Monitor and manage exception logs for back-end system integration with SFDC.

·        Manage duplicate records.

·        Monitor and improve data quality.

·        Ensure data integrity by merging duplicate Leads, Contacts, and Accounts; performing mass uploads and updates of data as required; Removing 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.

·        Create and maintain reports including folder maintenance.

·        Develop complex, macro-driven reports to summarize system information for Senior Management.

·        Build and manage report folders for reps to improve sales efficiency.

Qualifications / Education

·        The SalesForce Administrator needs a solid understanding of the organization’s business. They must have solid salesforce.com skills and ideally, understand the general concepts of Customer Relationship Management (CRM). Most importantly they should be proactive, organized and logical.

·        Degree in Computer Science, Information Technology, Business Administration or another relevant university discipline. 

·        Experience with enterprise software implementation, Software as a Service (SaaS), Web Applications implementation projects. 

·        Experienced in analyzing and documenting business processes.

·        Demonstrated ability to bring clarity to business processes that may not be well understood by other internal or external clients.

·        Ability to translate business requirements into technical specifications and solutions for implementation or development. 

·        Strong communications skills. Excellent verbal and written English skills are critical for success in this role. 

·        Thrives in a fast-paced environment. Demonstrated an ability to work calmly in a demanding work environment subject to a variety of pressures and constraints.

SUPERVISORY RESPONSIBILITY

This position manages vendor relationships and will be a project manager but does not have direct supervisory responsibilities at this time

OTHER NOTES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.