What are the responsibilities and job description for the Salesforce Administrator position at BakerAvenue?
Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations and endowments. Driven by our purpose, we strive to make a positive impact on society alongside financial return. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, Sun Valley, and Naples.
At BakerAvenue, we care about our people. Our success is driven by the relationships we form with our colleagues and clients. Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. We believe in the importance of personal connections and collaborative efforts with one another. Our firm is committed to elevating diversity & inclusion in our practices. BakerAvenue achieved a global standard for inclusion by becoming Diversio Certified and recognized as a Great Place to Work.
The Salesforce Administrator reports directly to the Senior Technology Manager. This position is responsible for administering and extending the firm’s Salesforce environment including troubleshooting one-off issues, gathering business requirements from users and functional groups, drafting business requirements and implementing solutions.
Responsibilities:
· Administer and extend the firm’s Salesforce org.
· Create and maintain reports, dashboards, templates, custom views.
· Maintain the integrity of our Salesforce platform.
· Fundamental knowledge on workflow and process construction.
· Create and maintain the firm’s Apex code.
· Understand the firm’s tech stack and broader Salesforce ecosystem to architect solutions.
· Provide day to day support by troubleshooting Salesforce-related ticket requests.
· Collaborate with the Technology, Process Management, Marketing and other functional group on relevant projects and process improvement initiatives.
Qualifications:
· Bachelor’s degree or equivalent work experience required.
· 3 years of Salesforce Administrator experience required, preferably at an RIA, broker/dealer or Wealth Management Firm.
· Demonstrated experience with Salesforce’s Financial Services Cloud preferred
· Demonstrated experience with ETL tools nice to have.
· Demonstrated experience deploying change sets required.
· Ability to work independently with little oversight.
· Reliable, dedicated, organized, deadline and process driven.
· Excellent time management and multi-tasking skills.
