What are the responsibilities and job description for the Salesforce Administrator position at GemHarvest?
Salesforce Administrator
Multi-Billion Independent Wealth Management Firm
Ellicott City, MD (Hybrid or Remote Considered)
Overview
Established and growing Multi-Billion dollar AUM Independent Investment Advisory firm serving high-net-worth and ultra-high-net-worth clientele seeks a Salesforce Administrator to oversee and optimize the firm’s CRM platform and assist with internal IT systems.
This role is ideal for someone who thrives in a dynamic, growth-oriented environment and is excited to take ownership of Salesforce system improvements and user training. The role may also involve additional tech support responsibilities and offers the potential to work remotely after an initial in-office ramp-up period.
Highlights
- Play a key role in the continued development and customization of the firm’s Salesforce platform
- Work closely with internal teams to enhance workflows, dashboards, permissions, and user experience
- Train staff and introduce new capabilities as the team scales its Salesforce usage
- Support smooth day-to-day operations by managing in-office tech tools—from video conferencing systems to equipment troubleshooting and vendor coordination
- Opportunity to expand responsibilities depending on skillset, including light coding or automation
- Be part of a collaborative culture focused on team connectivity and operational excellence
- Flexible hybrid or remote setup for the right candidate following onboarding
- Join a respected and client-focused RIA with a strong commitment to quality and innovation
Requirements
- Bachelor's Degree
- 3 years experience with Salesforce administration, ideally within a financial or professional services firm
- Experience managing workflows, user permissions, reports, and system maintenance
- Ability to troubleshoot internal technology and liaise with external IT vendors
- Strong communication skills and comfort training non-technical users
Job Type: Full-time
Pay: $80,000.00 - $110,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Compensation Package:
- Bonus opportunities
Schedule:
- Monday to Friday
Education:
- Bachelor's (Required)
Experience:
- Salesforce: 3 years (Required)
Work Location: In person
Salary : $80,000 - $110,000
