Salesforce Administrator II

Blucora has a bold aspiration: we are committed to giving all people the tools needed to lead healthy financial lives - tools often reserved for the wealthy.

We now turn to the next leg, developing the technological tools that make our vision of financial health for all a reality. Atypical for the financial services industry, we take a contemporary approach to strategy and product development that is founded in user insights, rapid testing, and a singular focus on driving end-user value.

Since charting new territory daily is part of everyone's job at Blucora, we've attracted team members who thrive on the challenge, encourage each other, and are passionately committed to the goal. If you agree that problem-solving is a team sport, and feel energized by a good debate, deep-dive research, or a fun night out with colleagues, we might be the right firm for you!

Position Summary

Blucora, the parent company to Avantax Wealth Management, Avantax Planning Partners, and TaxAct is seeking a Salesforce Administrator II who is integral to the planning, development, and ongoing deployment of the TaxAct and Avantax Salesforce platforms, as well as troubleshooting issues on behalf of all users. This role will be dedicated to developing, maintaining, and improving the processes, efficiency, and user adoption of the platform. This role will work closely with various departments to ensure that the systems developed to support the desired operational workflows to a high degree of accuracy and efficiency.

Essential Duties & Responsibilities

• Design, create and maintain user roles, profiles, and hierarchies.

• Maintain security including sharing rules and security levels.

• Manage and oversee user licenses and periodically perform internal system audits.

• Support day-to-day Salesforce platform needs and configurations including daily user support while partnering with developers as needed.

• Create and maintain documentation of processes, policies, application configuration, and help related materials for internal- Salesforce user base.

• Work on ad hoc reporting requests as needed.

• Utilize and integrate third-party tools/apps to regularly perform database de-duping and cleanup procedures.

• Ensure data integrity by merging duplicate contacts and accounts, removing unnecessary fields and data, and monitoring application storage and archive data as needed.

• Assist in the design, build, and delivery projects outlined for TaxAct and Avantax roadmaps.

• Manage the software testing process.

• Perform other duties as assigned.

Education & Experience

• Strong experience with Roles, Profiles, Permission Sets, and the Salesforce sharing model.

• Strong experience with creating objects, fields, validation rules.

• Strong experience with automation, specifically Flows, Builder.

• Strong knowledge of relational databases.

• Strong ability to perform data validation, processing, and maintenance tasks.

• Advanced ability to proactively identify and define operation needs; identify and implement short and long-term solutions.

• Proactive with the ability to improve processes to maximize team efficiency.

• Ability and willingness to remain current with Salesforce releases, features, and best practices.

• Strong understanding of Agile methodologies.

• Proactively provide recommendations for improvements.

• Proven ability to effectively troubleshoot and support users through a help desk.

• Ability to maintain a high level of confidentiality.

• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities.

• Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills.

• Ability to manage expectations and explain technical details.

• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values.

Qualifications

• 3-5+ years of Salesforce administration experience required.

• Salesforce Administrator Certification required; Salesforce Advanced Administrator and/or Platform App Builder Certification preferred.

• Preferred - Sales, Wealth Management, Marketing, and Salesforce Financial Service Cloud experience.

Physical Demand & Work Effort

• Keying/typing, standing, walking.

• Sitting for an extended period.

• Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.

• The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.

• Compliance with company attendance standards.

Comprehensive Benefits

We offer a competitive salary, outstanding benefits package that includes medical, dental, vision, life insurance, paid time off (PTO), paid holidays, tuition reimbursement, paid parental leave, 401(k) with company match.

#Blucora

_At Blucora, we believe our work benefits from the diverse perspectives of our employees. As such, Blucora welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Blucora, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.
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_Blucora, Inc. and its subsidiaries, Avantax Wealth Management, Avantax Planning Partners (formerly HK Financial Services), and TaxAct are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under federal or state law. Blucora considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.
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If you need assistance or accommodation due to a disability, you may contact us at [email protected] or by calling 972-870-6000 to speak with a member of the HR Talent Acquisition team.

Job Type: Full-time