We are seeking a highly skilled and strategic Salesforce Administrator to support our organization in optimizing business processes, driving operational efficiency, and maintaining our Salesforce ecosystem. This role is ideal for a detail-oriented, process-driven professional who excels in both technical administration and business analysis.

You will leverage your deep Salesforce expertise to develop innovative solutions, automate processes through Flow, and provide strategic insights to enhance our business operations. This role is highly collaborative and requires strong cross-functional partnership skills.

Key Responsibilities:

System Administration & Development

Manage and optimize Salesforce instance, including user administration, security, and customization

Design and implement Flow automations to improve business processes

Build and maintain custom objects, fields, page layouts, and validation rules

Ensure data integrity and manage integrations with third-party applications

Process Improvement & Analytics

Analyze current business processes and implement solutions to enhance efficiency

Create and maintain reports, dashboards, and analytics tools for stakeholder insights

Lead system enhancement initiatives and manage release cycles

Provide data-driven recommendations to improve business operations

Training & Support

Develop and deliver Salesforce training programs for end users

Create documentation for processes, policies, and system modifications

Provide technical support and troubleshooting for users

Act as a liaison between business units and IT for Salesforce-related matters

What You Bring:

5+ years of experience as a Salesforce Administrator

Salesforce Administrator certification required, Advanced Administrator preferred

Experience in multiple clouds preferred (Sales, Service, Marketing, etc.)

Extensive experience with Flow Builder and process automation tools

Strong understanding of Salesforce best practices and declarative development

Proven experience in process improvement and project management

Excellence in stakeholder management and communication

Additional Technical Skills:

Proficiency in Salesforce reporting and dashboard creation

Experience with Salesforce integrations and APIs

Understanding of data management and governance principles

Knowledge of SQL and data analysis techniques

What we offer:

Business casual atmosphere in a flexible working environment 

Team focused culture that promotes innovation and ownership 

Access cutting edge investment reporting technology and expertise

Defined and undefined career pathways allowing you to grow your own way 

Competitive medical, dental, vision, and life insurance benefits

Maternity and paternity leave 

Personal Time Off and Volunteer Time Off to give back to the community

RSUs as well as employee stock purchase plan and 401k with match  

Work from anywhere 3 weeks out of the year 

Work from home Fridays