What are the responsibilities and job description for the Salesforce Administrator position at Great Gray Trust Company?
Why Great Gray?
At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.
The Role
Great Gray is looking to add a Salesforce Administrator to our Revenue Operations team. In this role, you’ll play a key part in optimizing our CRM ecosystem, ensuring seamless integration with Pardot/Account Engagement, and driving enhancements that support both our go-to-market strategy and leadership’s data-driven decision-making. You'll collaborate cross-functionally with the Commercial team and external partners to streamline processes, elevate user experience, and contribute to strategic growth initiatives. The ideal candidate is a proactive, tech-savvy problem solver who’s passionate about continuous improvement, operational excellence, and making an impact through innovation.
Location
This position will work from our Boston, MA office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.
Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.
Responsibilities
We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:
Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $200 billion in CIT assets under management, across more than 780 funds. We proudly work with 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James.
CITs are more than just an investment vehicle. They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.
Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.
Madison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP.
Investor Background
MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $28 billion and has completed over 150 platform investments. MDP invests across five dedicated industry verticals, including basic industries; business and government software and services; financial and transaction services; health care; and telecom, media, and technology services.
Equal Employment Opportunity Policy
Great Gray, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.
At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.
The Role
Great Gray is looking to add a Salesforce Administrator to our Revenue Operations team. In this role, you’ll play a key part in optimizing our CRM ecosystem, ensuring seamless integration with Pardot/Account Engagement, and driving enhancements that support both our go-to-market strategy and leadership’s data-driven decision-making. You'll collaborate cross-functionally with the Commercial team and external partners to streamline processes, elevate user experience, and contribute to strategic growth initiatives. The ideal candidate is a proactive, tech-savvy problem solver who’s passionate about continuous improvement, operational excellence, and making an impact through innovation.
Location
This position will work from our Boston, MA office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.
Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.
Responsibilities
- Support the Go-to-Market team with daily Salesforce usage, including generating and cleaning up lists, and supporting Marketing and Sales in automating campaign-related processes
- Manage onboarding and offboarding in Salesforce, setting up new users, deactivating users, and transferring ownership of contacts and deals as needed
- Create and maintain dashboards, reports, and layouts for end-users, and manage interface elements like flows, approval processes, and validation rules
- Configure and update custom objects, security settings, third-party integrations, and user permissions to ensure smooth operation of the CRM
- Support implementation of new Salesforce features and projects by gathering requirements, configuring systems, documenting changes, testing, and resolving issues
- Keep system documentation and internal Salesforce procedures up to date to reflect any changes or improvements
- Stay informed on related systems and tools to offer recommendations that improve data flow and system integration
- Collaborate with cross-functional teams including Sales, Marketing, Operations, Engineering, and end-users to understand needs and translate them into system updates or enhancements
- Troubleshoot and resolve day-to-day Salesforce issues, working closely with business users and tech partners to maintain a smooth CRM experience
- Lead Salesforce training sessions and onboarding for new team members to ensure consistent platform use and adoption
- Communicate regularly with leadership, including C-Level executives, to share updates, insights, and recommendations related to CRM performance and strategy
- Some minimal travel may be required – approximately 5%
- Bachelor’s degree and 3 years of experience as a Salesforce Administrator
- Salesforce Sales Cloud certification required; experience with Pardot/Account Engagement preferred
- Solid understanding of Salesforce configuration, including custom objects, workflows, and integrations
- Familiarity with business intelligence tools like Tableau
- Prior exposure to LinkedIn Navigator preferred
- Ability to provide best practices, training programs, and coaching on CRM use to end users
- Strong project management skills with a track record of driving initiatives to completion
- Excellent communication, organizational, and time management abilities
- Proven ability to collaborate across teams and translate complex needs into clear solutions
- Self-motivating, able to assume responsibility and work autonomously in a professional manner
- Excellent written and verbal communication skills
- Strong teamwork and collaboration skills
- Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results-Driven, Collaborative
We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:
- Be an integral part of an early-stage, high-growth organization!
- Hybrid work environment
- Competitive compensation package including 401(k) with elective and non-elective match opportunities
- Lifestyle spending allowance program
- Medical, Dental, Vision Insurance
- Employer-paid life and disability insurance
- Generous paid time off program
Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $200 billion in CIT assets under management, across more than 780 funds. We proudly work with 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James.
CITs are more than just an investment vehicle. They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.
Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.
Madison Dearborn Partners (“MDP”) purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP.
Investor Background
MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $28 billion and has completed over 150 platform investments. MDP invests across five dedicated industry verticals, including basic industries; business and government software and services; financial and transaction services; health care; and telecom, media, and technology services.
Equal Employment Opportunity Policy
Great Gray, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.
