Job Description
Job Description
Our client, Strategic Financial Services is looking for a Salesforce Administrator who will oversees Salesforce administration, user support, system optimization, and integration with other systems. The position offers opportunities to contribute to broader system management and development, including implementing new technologies to drive operational efficiency.
FIRM VALUES :
CORE RESPONSIBILITIES :
Salesforce Administration (Primary Focus)
Oversee day-to-day administration of Salesforce Financial Services Cloud, including user management, data integrity, and system performance.Configure and customize Salesforce, including creating custom objects, fields, workflows, validation rules, and reports.Manage data imports, exports, and updates to ensure accuracy and compliance with governance policies.Develop and maintain reports and dashboards to provide actionable insights to stakeholders.Monitor and resolve Salesforce-related support tickets promptly and effectively.Collaborate with stakeholders to understand business needs and implement system enhancements.Ensure system security settings and user permissions are aligned with firm policies and best practices.System Support and Development
Support additional systems like Microsoft Office 365 and evaluate new technologies to enhance workflows.Participate in system development projects within Salesforce, such as building flows, process builders, and exploring Apex or Lightning components.Evaluate and implement new tools and technologies, including AI-powered solutions, to improve operational efficiency.User Support & Training
Train users on Salesforce features and best practices to improve adoption and system utilization.Serve as the primary point of contact for user questions and provide ongoing support.Engage with users to gather feedback and continuously improve system functionality and user experience.Compliance & Data Governance
Maintain compliance with data governance policies, security protocols, and industry regulations.Regularly audit data and system usage to ensure adherence to firm standards.Ensure that all integrations and configurations comply with relevant regulatory and security requirements.TECHNICAL SKILLS :
Proven experience as a Salesforce Administrator, preferably within Financial Services Cloud or a similar environment.Salesforce Administrator Certification (e.g., Salesforce Certified Administrator or Advanced Administrator).Proficiency in configuring Salesforce objects, workflows, reports, and dashboards.Strong understanding of Salesforce best practices and security principles.Excellent problem-solving and analytical skills, with a focus on attention to detail.Strong communication skills and ability to collaborate with technical and non-technical stakeholders.REQUIREMENTS :
Bachelor’s degree in Computer Science, Information Systems, Business Administration, or a related field preferred.Equivalent professional experience in Salesforce administration or technical roles will also be consideredAt least 2 years of relevant experienceProven experience as a Salesforce Administrator, preferably within Financial Services Cloud or a similar environment.Salesforce Administrator Certification (e.g., Salesforce Certified Administrator or Advanced Administrator).Proficiency in configuring Salesforce objects, workflows, reports, and dashboards.Strong understanding of Salesforce best practices and security principles.Excellent problem-solving and analytical skills, with a focus on attention to detail.Strong communication skills and ability to collaborate with technical and non-technical stakeholders.In addition to working with a team of highly competent professionals in a growing firm, benefits include :
Opportunity to make an impact on client’s lifelong financial goals.Supportive leadership team dedicated to our culture of learning and professional development.Career mapping and mentorshipOpportunity to grow personally and professionallyCompetitive salary and health benefits401KPaid time offBASE SALARY RANGE : $65,000-$102,500 plus performance-based
Strategic Financial Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by law.
Salary : $65,000 - $102,500
