• Business Integration, Shared Services - Lead Salesforce Admin

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


    Business Integration Shared Services serves as a critical juncture at Texas Capital Bank. We work between Technology, Operations, Sales Partners and our Clients ensuring shared critical functions across organizations are available, efficient and delivering their full capabilities.  Our team works across all areas of the bank, solving problems and making things work better for our internal partners and external clients.  This role helps to ensure we are delivering what our clients and internal partners need, and represents our team in various capabilities across the bank. 


    • Day-to-day ongoing support of the Salesforce platform across the enterprise.
    • Collaborate with team on projects and governance including leading some project efforts
    • 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 Salesforce functional planning and design, and Salesforce operational procedural planning and design
    • Maintain a positive work atmosphere by behaving and communicating in a manner that encourages productive interactions with customers, co-workers and supervisors
    • Identify, diagnose and resolve end user problems in a manner that exemplifies the bank’s high standards of customer service
    • Monitor user adoption rates and respond as needed (additional training sessions, communication, modifications, or other resources) to improve
    • Recommend Salesforce best practices based on interactions with the user community
    • 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
    • Participate in the integration process with other enterprise systems or other applications as the opportunities arise
    • Work with Business Users to define requirements for enhancements
    • Functions as a team player with both internal and external teammates
    • Assist co-workers with task completion and work load over run as requested
    • Perform other duties as assigned


    • 5+ years of business analysis and project management experience required
    • 3+ years of managing a team of people required
    • Demonstrated Salesforce knowledge required
    • Experience managing projects through various stages required
    • Ability to solve complex problems
    • Consulting background experience strongly preferred
    • Banking experience strongly preferred
    • Bachelor’s degree strongly preferred
    • Ability to navigate between various organizations to solve problems and improve solutions
    • Flexibility to work hours as needed during critical periods
    • Ability to motivate a team to work together rather than individually
    • Experience creating processes and procedures to be utilized by large-scale teams to implement solutions
    • Experience identifying strengths/weaknesses with exiting processes, and recommending changes to improve efficiency
    • Ability to present ideas and recommendation to senior management



    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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