Salesforce Administrator (Nordea Asset Management, Lisbon)

Job ID: 27106 

Would you like to be part of dedicated and fast-paced CRM Operations team?  We are now looking for a Salesforce Administrator to provide user support to our growing distribution team. Part of the role is also business oriented participating in fund data administration tasks in Salesforce and changes initiatives related to our products.

At Nordea, we are deeply committed to providing the financial solutions of tomorrow to our customers. We’re creating an agile environment where we experiment and grow together – and we need your ideas and unique background. With us, you’ll be in good company with a chance to make your mark on something bigger.

About this opportunity

Welcome to the CRM Operations team, part of the Business Development and Support unit in Nordea Asset Management Institutional and Wholesales 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 Salesforce Administrator you’ll play a valuable role providing first class support to the users, whilst ensuring that fund data management tasks are executed timely and effectively in Salesforce. You will also participate in change initiatives of different sizes, actively contributing to the design and customization of our Salesforce.

What you’ll be doing:

• Salesforce and Marketing Cloud End user support 
  • Answer to requests (both technical and business process related)
  • Produce reports and dashboards for key stakeholders and management
  • Deliver trainings
• Salesforce and Marketing Cloud administration
  • System administration
  • User/Permission management and controls
  • Manage fields, objects, rules, workflows and other configurations
  • Changeset management
• Monitoring of external system integrations
• Process improvements and analysis 
  • Monitor, analyse and quality control processes and data
  •  Identify opportunities for improvement
• Change initiatives
  • Collection and documentation of requirements
  • Solution design (in collaboration with developers)
  • Testing, implementation, documentation and training
• Fund data deliveries
  • Fund data input, maintenance and quality control in Salesforce
  • Oversee regular delivery of static fund data to data vendors and other external parties
  • Liaise with data vendors on static fund data delivery related changes and issues
• Maintaing high quality process documentation for Salesforce related tasks

You’ll join a small, dedicated team that lives and breathes change.

 
The role is based in our office in Oeiras (Portugal), with occasional travel to the office in Luxembourg.  

You will work closely with our Luxembourg Salesforce team.

Who 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 good understanding of the Salesforce.com platform and best practices including:
  • Good knowledge of Reports and Analytics
  • At least basic knowledge of Declarative Salesforce Methodology; Workflow, Process Builder, Flows etc.
• Are service-minded and possess good interpersonal and communication skills
• Have good trouble shooting skills
• Enjoy working in the intersection of technology and business, and are able to effortlessly navigate both worlds
• Are a creative and self-motivated, able to collaborate remotely and independently organise and perform your work ensuring priorities and deadlines
• Are very attentive to detail and a focused person
• Have a proven analytical mindset and are eager to contribute to continuous improvements of data quality and process efficiency
• You are interested in Asset Management
• You have a good understanding of IT main principles and are willing to improve your technical skills

Your experience and background: 

• You are a Salesforce Certified Administrator or working towards the certification. Other certifications, especially Marketing Cloud Administrator, are an asset
• You have a first experience working with Salesforce Administration in the Financial sector, ideally Asset Management. Exceptions from this requirement can be considered for candidates with a very solid Salesforce background and an interest about Asset Management
• Previous experience working with Marketing Cloud and (static) fund data is an asset
• Master’s degree in IT, economics, finance or similar
• Proficiency with Microsoft office applications (especially Excel and Visio)
• Fluent in English (mandatory)

If this sounds like you, get in touch!

Next steps

Submit your application no later than 31/12/2024. 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