Senior Salesforce Operations Specialist

Position Summary

The Senior Salesforce Operations Specialist coordinates cross-functional efforts between business stakeholders, Salesforce delivery teams, and compliance and audit partners to support a secure, scalable, and well-governed platform. The Senior Salesforce Operations Specialist oversees the intake and evaluation of enhancement requests and helps drive delivery coordination. For larger initiatives, this role will step in as a project manager to support planning, timelines, and execution. This position also helps ensure data integrity, platform standards, and regulatory requirements are consistently upheld. The ideal candidate is highly organized, communicates effectively across teams, and can balance governance, operational support, and project coordination to maintain a healthy Salesforce environment that scales with the business.

 

GREENSTATE CULTURE:

At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success—now and in the future—is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.  

 

Salary range for this position is $90,593.36 - $105,914.12 with a progressive benefit package. 

Essential Duties and Responsibilities

Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change.

Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.

Demonstrates a positive member service (internal and external) focus at all times.

Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.

Ensures confidentiality of member information.

Supports a diverse and inclusive work environment.

Coordinate Salesforce demand intake and assist with overseeing evaluation process, including facilitating meetings as needed, coordinating and organizing moving parts with teams impacted, and assessing each request for compliance implications.

Partner with VP Salesforce and business owners to ensure requests align to roadmap and strategy.

Ensure regulatory and audit compliance working with compliance and audit teams to keep Salesforce platform adhering to credit union policies and controls.

Ensure risk, compliance, and audit readiness.

Maintain documentation, controls, and policy adherence.

Organize timelines and ensure enhancements meet deadlines.

Act as Salesforce project coordinator for internal and external project implementations.

Measure success of Salesforce enhancements as it relates to ROI.

Assist with defining project scopes, goals, timelines, and deliverables in collaboration with stakeholders.

Coordinate internal and external resources, ensuring timely execution and delivery.

Monitor project risks, dependencies, and communication with stakeholders at all levels.

Communicate platform project status and delivery outcomes to leadership.

Facilitate cross-functional meetings, maintain documentation, and ensure consistent communication across all levels.

Monitor project milestones and deliverables, ensuring adherence to quality standards.

Maintain and enforce platform governance standards (naming conventions, data ownership, usage policies).

Monitor and report on data quality metrics, driving remediation initiatives.

Track platform KPIs (adoption, performance, data integrity).

Document and communicate decision rationales to stakeholders as needed.

Identify opportunities to enhance platform adoption and operational efficiency.

Maintain documentation, security roles, and compliance procedures.

Perform other duties and responsibilities as assigned.

Job Requirements/Expectations

Bachelor’s degree.

5+ years' experience in project management and operations.

Strong organization skills (planning and prioritizing) and communication skills (written, verbal, and listening) are critical in this position.

Strong cross-functional leadership, communication, attention to detail, and change management skills.

Experience leading cross-functional projects or programs.

Experience working with compliance, risk, or audit teams.

Strong interpersonal skills required for internal and external credit union communications.

Proficiency in a variety of PC software programs, including the Microsoft Office application suite.

Understanding of Salesforce.com products (Sales Cloud, Service Cloud, Financial Services Cloud, Marketing Cloud a plus).

Familiarity with Agile project delivery methodologies a plus.

Proficient with project tools like Jira, Confluence, or Smartsheet a plus.

Experience in financial services, banking, or credit unions a plus.

Ability, availability and willingness to work additional hours as needed by the workload and the credit union’s rapidly changing competitive environment.

Support diverse and inclusive work environment.

Must be bondable.

Reporting Relationship

Reports to the VP Salesforce.

Supervisory Responsibilities

This position is not responsible for the supervision of others.

Equal Opportunity Employment Statement

GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #ID