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Salesforce Administrator

Dynasty Financial Partners

Junior Salesforce AdministratorDynasty Financial Partners is hiring a Junior Salesforce Administrator. This individual will provide hands-on administration and support for the Dynasty CRM Platform, helping our Network Partners get the most out of the technology that runs their business. This is a great opportunity for someone with 1-3 years of Salesforce administration experience who wants to grow their skills supporting a large, evolving CRM platform used across dozens of client firms.Responsibilities:Perform user setup, deactivation, roles, profiles, permission sets, and public group management across the Dynasty CRM PlatformBuild and maintain Salesforce configuration changes, including Flow Builder automations, fields, page layouts, record types, and validation rulesCreate and maintain reports and dashboards to support Network Partner business needsMaintain data integrity across the platform, including data cleaning, deduplication, and enrichmentProvide first-line troubleshooting and support for Network Partner users via ticketing, email, or phone, escalating complex issues as neededAssist with testing and rollout of new Salesforce features, updates, and releasesMaintain documentation on Salesforce configurations, processes, and best practicesCoordinate with Dynasty's broader CRM and Support teams on cross-platform projects and process improvementsRequirements:1-3 years of hands-on Salesforce administration experience requiredWorking knowledge of Salesforce configuration tools, including Flow Builder, fields, page layouts, record types, and reports/dashboardsExperience managing user accounts, roles, profiles, and permissions in SalesforceSalesforce Administrator certification a plus, but not requiredBachelor's degree or equivalent experienceProficiency in Microsoft 365, including intermediate or advanced knowledge of ExcelExperience working with large data sets, including data cleanup and enrichmentSuccessful candidates will:Demonstrate strong attention to detail and data accuracy across the platformCommunicate clearly with non-technical users, translating Salesforce functionality into simple, actionable guidanceManage multiple tasks and requests across different Network Partner firms simultaneouslyThink proactively to identify configuration improvements and data quality issues before they become problemsBe eager to expand their Salesforce skill set, including declarative development and automationBe willing and flexible to travel onsite to client offices nationwide as needed, approximately 20% of the time

Vacancy posted 21 hours ago
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