Senior Salesforce Administrator

Job Description

Job Description

Senior Salesforce Administrator

Senior Salesforce Administrator | Seattle, WA | Hybrid

About Us

We are a nationally recognized, independently operated financial advisory firm that has built a reputation for delivering sophisticated wealth management and financial planning services to high-net-worth individuals, families, and institutions. With a presence across multiple major U.S. markets, the firm has earned consistent recognition across top-tier financial media outlets and industry award programs - including multiple "Best Place to Work" designations. The organization is in an exciting phase of growth, with a culture that genuinely prioritizes its people, entrepreneurial energy, and a client-first philosophy embedded in everything they do.

The Opportunity

We are seeking a Senior Salesforce Administrator to join a collaborative, high-performing technology team supporting a dynamic and growing advisory business. This is a hybrid role based out of the Seattle, WA office and reports directly to the firm's Director of Technology. The position offers meaningful visibility, ownership, and a clear path for professional development within the financial services space.

This is not a "ticket-queue" admin role. The right candidate will serve as the internal platform authority - someone who can architect, build, and evolve the firm's Salesforce ecosystem in step with rapid business growth.

Day-to-Day Responsibilities

- Serve as the primary internal subject matter expert and lead administrator for the firm's Salesforce Financial Services Cloud environment, owning platform design, ongoing maintenance, and forward-looking innovation
- Design and build sophisticated automation using Flow Builder, validation rules, and custom declarative tools to streamline advisor and operations workflows
- Lead end-to-end feature development and data architecture initiatives, including integration projects with third-party systems, with minimal oversight
- Manage CRM data integrity on an ongoing basis, including large-scale data migrations - particularly in connection with M&A activity or firm expansions
- Oversee sandbox-to-production deployment cycles and release management processes
- Act as the escalation point for advanced Salesforce troubleshooting across business units
- Provide cross-functional project support and champion user enablement through training programs and internal documentation

Required Skills & Qualifications

- 5+ years of hands-on Salesforce administration experience, with a minimum of 2 years working specifically within Financial Services Cloud or a comparable wealth management environment
- Deep expertise in Flow Builder, custom object creation, data migration execution, and cross-system integration support
- Salesforce Certified Administrator (required); Advanced Administrator and/or Platform App Builder certifications strongly preferred
- Proven track record leading Salesforce initiatives within fast-paced, regulated industries such as RIAs, broker-dealers, or financial planning organizations
- Strong systems-thinking mindset with the ability to simplify complex business processes and design scalable platform solutions
- Exceptional communication skills, with experience translating business requirements into actionable platform functionality
- Ability to manage projects independently from inception through completion with minimal hand-holding
- Working knowledge of Salesforce release cycles, AppExchange tools relevant to financial services, and platform governance best practices

Compensation & Benefits

- Base salary: $100,000 - $130,000 (commensurate with experience)
- 401(k) plan
- Employer health savings account contribution
- Medical & vision insurance
- Continuing education and certification support
- Access to firm-wide culture programs including fitness, networking events, and professional development initiatives

 

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 05/19/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at  View email address on ziprecruiter.com to make arrangements.

Salary

$100000 - $130000 USD per year