Salesforce Administrator

il y a 1522 jours

lieu
null, US
Rôle
Administrateur
Contrat
CDI/CDD
Salaire
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Do you enjoy bridging the gap between business requirements and technology? Are you passionate about improving upon existing processes and procedures? Do you want to help build a Salesforce platform that will power a leading financial services firm in the future? If yes, we believe you would be an outstanding fit as a Salesforce Administrator for our Shared Services technology team.

Primary Duties and Responsibilities:

Serve on the Shared Services Technology team as a Salesforce Administrator, executing tasks including but not limited to: configuration and maintenance of fields, objects, record types, lightning pages, page layouts, managing security, workflow rules, process builder, flows, reporting and dashboards.
Assist with the administration of third-party tools associated with Salesforce, such as DocuSign and Conga Orchestrate.
Resolve user support requests through internal ticketing tools.
Assist with end-user training, including new user orientation, new functionality releases, best-practices to enhance and increase user knowledge and adoption.
Create and maintain the firm knowledgebase.
Manage and monitor data quality of Salesforce using reports, dashboards, and ad-hoc queries. Implement processes and procedures to ensure Cerity Partners client data meets or exceeds firm standards.
Work collaboratively with other team members to customize, develop, design, document and manage ongoing system enhancements to meet the organization’s goals and initiatives.
Special Projects: Work on a diverse set of special projects, ranging from unique multi-system client onboarding buildouts to corporate data reporting and visualization.

Company Overview:

Cerity Partners is a leading, national registered investment advisory firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. With no financial products to sell, our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:

You understand the need to provide a world-class customer experience.
You value the collaboration of insightful, experienced colleagues to deliver our services.
You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills.

Qualifications

Ideal Candidate Profile:

1-3+ years of experience as a Salesforce Administrator.
Salesforce Administrator certification within 12 months of assuming the position.
Ability to work independently with a fully remote team.
Experience working with users of a diverse technical skillset.
Ability to take action on support requests in a professional manner to address support issues, using problem solving skills to determine short-term and/or long-term resolution and effectively communicate resolution tailored to the audience.
An understanding of the limits of the Salesforce platform, e.g. where declarative ends and development begins.
Ability to continuously grow and learn new tools/languages as projects require.
Team player who leaves their ego at the door and has a growth mindset, welcoming feedback with the goal of continuous improvement.
Passion and experience in the Financial Services industry a plus.