CCIM Institute is a 501(c)(6) trade association that educates and equips commercial real estate professionals who shape the built world. The Institute staff develops, manages, and promotes programs and services that foster a more collaborative, ethical, and effective industry.
Fifty years ago, CCIM Institute invented the language of global real estate investment. Our courses and worldwide community deploy commercial real estate investment methodologies and tools that speed the pathway between opportunity, a go/no-go decision, and success for an asset, taught by instructors who are themselves industry leaders.
In addition, membership in CCIM includes the industry’s best technology and operational platform, allowing entrepreneurial and mid-sized businesses to compete with the largest multinational providers. Today, almost 70 percent of designees hold the title of owner, partner, principal, or president, representing an exclusive worldwide referral network of 13,000 members, more than 50 chapters, and 30 countries.
Learn more at www.ccim.com.
CCIM Institute is in the process of migrating from Personify, our current Association Management System (AMS), to Fonteva a Salesforce-based AMS. We are seeking an experienced Salesforce Administrator to serve as internal project manager for the implementation and support Personify throughout the transition.
Once Fonteva has been implemented, the IT Application Administrator will primarily be responsible for administering, supporting, and maintaining the platform. This individual will oversee all operations related to the Fonteva AMS, identify opportunities to improve business processes by maximizing system functionality, and adapt the system to meet future needs.
The IT Application Administrator role requires strong Salesforce CRM technical skills and an ability to understand the organization's associated business processes in-depth in order to optimally configure the system to meet stakeholders' needs. It is an excellent opportunity for an individual seeking to leverage their technical skills to contribute to the organization's overall success in serving the current and future needs of its members and staff.
Essential Job Functions
The essential job functions listed below represent the primary duties and responsibilities of this job and in no way states or implies that these are the only duties to be performed by the employee occupying the position. Other duties and responsibilities within the scope of this job may be assigned to the employee. Employees will be required to follow all instructions and to perform all duties requested by their supervisor; subject to reasonable accommodations and within the scope of the position.
Serve as the internal expert of the AMS. Create and maintain detailed documentation of the organization's associated business processes, data models, configurations, and integrations.
Serve as technical lead or project manager for AMS related IT projects.
Gather requirements from business stakeholders and liaise with vendors and consultants as necessary for solution implementation.
Research and implement new functionality, features, and customizations as required by the organization.
Serve as technical support contact for AMS support requests and third-party integrations.
Manage change control process ensuring data quality is monitored and maintained.
Oversee and conduct thorough quality assurance and user acceptance testing processes .
Perform various Salesforce administrative functions related to, but not limited to: user setup, security and access, workflow and process automation, and mobile administration.
Create and maintain custom reports, dashboards, fields, views, campaigns, and other salesforce.com objects and functions.
Experience with Salesforce Lightning and Lightning Process builder.
Install, configure, and customize Salesforce applications.
Monitor AMS storage usage and archive data as necessary. Monitor SFDC and AMS instance and open support requests as necessary to resolve infrastructure issues.
Provide guidance to internal and external customers on securely retrieving data from and writing data to the AMS using APIs and integration tools.
Responsible for overseeing AMS related disaster recovery procedures and documentation.
Proactively evaluate AMS for security compliance and participate in routine audits conducted by third-party auditors.
Oversee periodic system upgrades. Coordinate with internal stakeholders and AMS vendors to ensure upgrades proceed smoothly and efficiently.
Provide technical guidance and support to other IT team members. Periodically provide backup IT support as needed.
Provide end user training to assist staff members with their AMS tasks and lower the volume of support requests.
Bachelor's degree in information systems or computer science, or equivalent experience
3 to 5 years of experience working with Salesforce CRM, Certified Salesforce Administrator certification desired
Detail oriented with strong analytical and troubleshooting skills
Experience managing projects spanning multiple functional areas
Ability to translate business requirements into technical specifications
Salesforce development experience and general programming experience a plus
Proficient with Microsoft Excel and the Microsoft Office suite
Excellent written and verbal communication skills
Ability to perform job requirements with minimal oversight once up-to-speed
Willingness to learn and experiment with new and emerging technologies
About CCIM Institute
A Certified Commercial Investment Member (CCIM) is a recognized expert in the disciplines of commercial and investment real estate. A CCIM is an invaluable resource to the commercial real estate owner, investor, and user, and is among an elite corps of about 9,000 professionals who hold the CCIM designation across North America and more than 30 countries. Nearly 8,000 additional professionals are pursuing the CCIM designation. The CCIM curriculum represents the core knowledge expected of commercial investment practitioners, regardless of the diversity of specializations within the industry. Following the course work, candidates must submit a portfolio of closed transactions and/or consultations showing a depth of experience in the commercial investment field. After fulfilling these requirements, candidates must successfully complete a comprehensive examination to earn the CCIM designation. This designation process ensures that CCIMs are proficient not only in theory, but also in practice. Certified Commercial Investment Members are in more marketplaces in North America -- 1,000 cities -- than all major real estate companies combined. Regions and chapters provide designees and candi...dates the opportunities to promote business and educational goals through local and regional forums and meetings. Conferred by the CCIM Institute, the CCIM designation was established in 1969. Courses leading to the designation are now offered throughout the world.