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Salesforce Administrator

Plano, TX | Fully Remote

Posted: 03/24/2022 Employment Type: Full Time REMOTE Industry: Financial

Job Description

Our client, one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, are currently seeking qualified candidates to join their team as a Salesforce Administrator.  The candidate will work as part of a team responsible for management, customization, and development of the firm’s Salesforce platform in alignment with business needs. The candidate will join a highly talented team of wealth management and client service professional responsible for delivering superior service to sophisticated, high net worth individuals and large complex institutions.

  • Contribute to projects delivering on a variety of Salesforce implementation, migration, and development efforts
  • Build out and implementation of platform changes to support business needs while minimizing operational impact to users
  • Partner with internal teams to analyze current process and suggest improvements to capitalize on the full features of the Salesforce Platform
  • Perform regular maintenance for security and data integrity, including license management, user permission analysis, data import and export, and system management in response to user role and profile updates
  • Provide support to suggest changes to internal business processes and assistance to the Operations team with regard to system and process documentation
  • Monitor and develop data integration tools to provide support for business process across internal platforms (Tamarac Reporting, eMoney, Hubspot)
  • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures

Job Requirements

  • Bachelor’s degree in a technical field or equivalent experience required
  • 2+ Years’ experience of Salesforce administration experience
  • Financial Services industry experience preferred
  • Salesforce Financial Services Cloud (FSC) experience preferred
  • Salesforce Certified Administrator Certification preferred
  • Experience with Agile or SCRUM development environment preferred
  • Excellent written, verbal, and interpersonal communication abilities
  • Strong data management abilities

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