Salesforce Administrator

21 days ago
  • Location

    United States

  • Role

    Administrator

  • Contract

    Permanent

  • Salary

    $80,000 - $110,000

*This is a remote role*

About The Role:

At Facet Wealth, we are building financial planning as it should be. Facet provides a consumer focused financial planning service that focuses on delivering an “entire life solution,” delivered by Certified Financial Planners (the highest level of certification) at an affordable price-offering world-class financial planning to millions of Americans largely ignored by the industry. Since every decision is a financial decision in some form, this service is essential in helping Americans live better.

As a Salesforce Administrator you will administer and support the Salesforce platform (user setups, profiles and roles, reports and dashboards, customized objects, fields, record types, page layouts, workflow, validations, Flow, Process Builder, etc.)

Your Day-to-Day Responsibilities

  • Work with clients & stakeholders to understand business requirements and provide accurate deliverables
  • Facilitate sandbox refreshes & post refresh setup
  • Monitor and manage Salesforce releases and feature changes
  • Manage Help Desk issues related to Salesforce
  • Be a good thought partner: provide problem-solving ideas based on facts, experience, and knowledge
  • Document system changes for traceability and audit
  • Prepare and upload mass changes through data loader

Job Specific Requirements:

  • Salesforce Lightning Experience
  • 1+ years experience in Salesforce Administration
  • Ability to prioritize, multi-task, and stay organized in a fast-paced environment
  • Excellent written and verbal communication skills
  • Experience in cross-team collaboration: working effectively with highly technical engineering teams as well as sales teams, marketing teams, finance teams, and senior leadership
  • Strong analytical capabilities, experience defining metrics and using them to drive decision-making
  • Hands-on experience building and maintaining Process Builders and Flows
  • Microsoft and Google suite proficiency

Preferred Skills & Experience:

  • Salesforce Administrator Certification
  • Salesforce AppBuilder Certification
  • Subscription Sales and/or Call Center knowledge or experience

Perks & Benefit:

  • $80k-110k yearly salary based on experience (salary to be determined by the experience, knowledge, skills, and abilities of the applicant, as well as alignment with market data)
  • Equity
  • Unlimited PTO
  • All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid parental leave
  • Certification reimbursement program
  • Work from anywhere in the US

Why Working At Facet Wealth Is Awesome:

Our mission is to empower people to live more enriched lives by delivering a new standard of financial advice. We’re here to deliver amazing client experiences by making financial planning as it should be. No matter the role at Facet, we are all 100% committed to excellence in service of our clients. Every single member of our team is an active participant in helping to improve and evolve our business.

We believe in creating a safe space for open and honest conversations, being inclusive of all communities, and ensuring Facet is a place where everyone’s voice can be heard. At Facet Wealth, we specifically look for individuals of varying strengths, skills, backgrounds, and ideas. We believe this gives us a competitive advantage to better serve our clients and employees.

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