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  • Why We’re Different
    • Back Office
    • Advisor Development
    • Transition
  • Investments
  • About Us
    • Careers
  • Contact

Salesforce Administrator

The Salesforce Administrator will be responsible for managing and optimizing the Salesforce.com platform to meet organizational needs. Key responsibilities include creating and managing dashboards, developing and implementing validation rules, troubleshooting and resolving issues, and analyzing data to support informed decision-making. The role also requires effectively communicating with stakeholders to understand business needs and deliver solutions that align with company objectives.

Key Responsibilities:

  • Manage platform governance, troubleshoot data issues, and provide timely system updates.
  • Use Salesforce Flow and Apex to track and manage development lifecycles.
  • Handle technical tasks, including API integrations, documentation, and audit-ready change management.
  • Partner with Operations and Compliance teams to resolve business inefficiencies quickly and accurately.
  • Support user adoption and executive reporting through Tableau as needed.

What We're Looking For:

  • Expertise in Salesforce.com Administration, including system configuration and user management
  • Proficiency in creating and maintaining Dashboards and implementing Validation Rules
  • Proficient with Salesforce Flow, Apex, CI/CD tools, and Microsoft Office
  • Bachelor’s degree in Computer Science, Information Systems, or related field, or equivalent experience (Preferred)
  • Salesforce Administrator (ADM-201) certification is required.
  • Experience with Financial Services Cloud or an RIA is a plus.
  • Strong Analytical Skills with the ability to interpret and utilize data for decision-making
  • Excellent Communication skills and ability to translate business needs into technical solutions
  • Attention to detail with strong organizational and problem-solving abilities

This is a full-time, onsite position in the Greater Phoenix Area. If this lines up with your experience and expertise, apply today.

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480.626.2979

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