Salesforce Administrator (Private Wealth)

Our client, an asset management firm located in NYC is currently hiring a Salesforce Administrator. This individual will play a key role in driving adoption and providing support for the Private Wealth channel. Reporting to the Head of Sales Enablement, this role is focused on enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying gaps, and implementing effective solutions in partnership with end users, technology teams and leadership. This is a full-time position located in Midtown, Manhattan and is hybrid (3 days on site). Those authorized to work in the U.S. without sponsorship will be considered. We are not able to sponsor at this time. Qualified candidates should send their resume (Word Format) along with pay rate requirements to Daniel Midoneck, View email address on click.appcast.io .


The right candidate will have experience with Salesforce administration, user training, issue resolution, and coordinating cross-system data integrations and clean-ups. The successful candidate will also champion adoption efforts, develop training materials, and ensure tools and processes are operating efficiently to meet business needs. Strong stakeholder management, an ability to measure adoption, and a collaborative mindset are essential.



RESPONSIBILITIES

• Develop a deep understanding of the Private Wealth business and processes; identify pain points and gaps, and opportunities to improve the sales experience.
• Provide business analyst expertise, identifying business needs, documenting requirements, working with Global Technology and the Head of Sales Enablement to determine solutions
• Partner with stakeholders to gather feedback and prioritize enhancements based on user needs and business value
• Measure and report on user adoption, engagement, and process improvements to demonstrate the impact of CRM initiatives.
• ssist with the business case development, including estimation of costs & benefits of a given initiative, and the scoping, configuration, testing, and release management for projects to meet channel needs
• Train new and existing users, as well as developing training curriculum, tools and collateral, and driving overall adoption
• Provide support for channel users, investigating issues, and acting as a liaison between our users, vendors, and technology teams to coordinate resolutions
• Serve as the primary channel administrator, handling all administrative functions including user maintenance, dashboards and reports, list views, layout updates, flows, and other configuration tasks
• Collaborate with data teams to oversee automatic data feeds into CRM; monitor system performance, investigate cross-system issues, and coordinate resolutions while contributing to integration improvement projects as needed.
• Conduct or coordinate mass data uploads and clean-ups on an as needed basis, in coordination with Global Technology

QUALIFICATIONS

• Bachelor's degree in economics, finance, or business administration, preferred
• 3+ years' experience with Salesforce Administration; experience with Financial Services Cloud a plus
• Experience within Asset Management and/or Private Wealth Industry highly preferred
• Experience with building and delivering Salesforce training
• Strong data management abilities, with data maintenance tool experience - Data Loader, DemandTools
• CRM product or project management experience is desired
• Experience with other sales enablement tools, including Seismic, and tools for process mapping and design such as Miro, Figma, Visio, etc. are a plus
• Self-starter with proven initiative and ability to work independently and as part of a broader team
• Strong written and verbal communication skills
• Certifications (Salesforce ADM201, ADM211) would be a plus

Salary $130k plus bonus