• Business Integration, Salesforce Administrator

    Job Location US-TX-Richardson Operations Center
    Location: Address
    2350 Lakeside Blvd
  • Overview

    At Texas Capital Bank, we are driven by a single-minded and unwavering mission: to serve business and the individuals who run them. We use a consultative approach and innovative technologies to develop new ideas that give the bank and our clients a competitive advantage. We partner with our customers to push the boundaries of what’s possible—together.

    Headquartered in Dallas, Texas Capital Bank has offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, and we serve clients in a variety of industries from coast-to-coast.

    We are on the Forbes Best Banks in America list, and were named a top place to work by The Dallas Morning News, Houston Chronicle and San Antonio Express-News. For further information, please visit us at www.texascapitalbank.com.


    • Partners with BI and other departments to address business needs and/or deficiencies involving process, product or technology as part of small projects or major initiatives
    • Build strong relationships with both internal and external clients
    • Apply consultative approach to assist with functional planning and design, and operational procedural planning and design when implementing new systems and/or product enhancements
    • Maintain a positive work atmosphere by behaving and communicating in a manner that encourages productive interactions with customers, co-workers and supervisors
    • Perform basic administration of the bank’s Salesforce.com instance and security settings using the standard aspects of the Salesforce Setup menu
    • Manage the loan life cycle and CRM applications implemented on the Salesforce.com platform
    • Identify, diagnose and resolve end user problems in a manner that exemplifies the bank’s high standards of customer service
    • Develop and maintain custom reports, dashboards, and processes to continuously improve data quality, process integrity and productivity
    • Audit, uncover and resolve data integrity issues
    • Complete bulk imports of data
    • Perform batch reassignment of accounts and opportunities based on organizational changes
    • Develop training plans, materials, and documentation for application users, keep materials up-to-date, coordinate new user and ongoing training sessions for new employees
    • Monitor user adoption rates and respond as needed (additional training sessions, communication, modifications, or other resources) to improve
    • Assist users with report design and management
    • Deliver training and communication to business users
    • Recommend best practices based on interactions with the user community
    • Define, communicate, and manage a change management (release) process to develop and implement new vendor application extensions or updates to existing applications
    • Work with various functions and end users to identify, document, and communicate standard business processes as they related to the various applications
    • Work with management to identify new and creative opportunities to leverage the applications to support additional business processes or functions
    • Work with Business Users to define requirements for enhancements
    • Functions as a team player with both internal and external teammates
    • Participate in the integration process with other enterprise systems or other applications as the opportunities arise
    • Assist co-workers with task completion and work load over run as requested



    • Strong overall technical background
    • Moderate to advanced knowledge of workflow applications including Salesforce.com required
    • 1-3 years’ experience in an enterprise IT role or technical related role required
    • Bachelor’s degree in business or technology field preferred
    • com Administrator Certification preferred
    • Experience training end users on Salesforce
    • Prior experience working & maintaining backlog enhancements and grooming or releases
    • Advanced project management skills
    • Proficiency in data manipulation (Excel, Access or other related data manipulation tools) preferred
    • Experience with Apex programming language, VisualForce development, and report writing software preferred
    • Exceptional interpersonal skills that involve internal and external contacts regarding complex policies, procedures or programs
    • 1-3 years’ experience in Salesforce administration
    • Involves orienting and training others
    • Excellent organizational skills
    • Ability to set priorities and deadlines within the general department priorities
    • Requires considerable independent judgement, investigation, developing original concepts, interpretation of information or coordination with others with substantial impact


    The duties listed above are the essential functions, or fundamental duties within the job classification.  The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.



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