Salesforce Administrator

Salesforce Administrator

Charlotte | Orlando

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.

Position Overview

The Salesforce Administrator will work within the Global CRM team and collaborate with internal and external stakeholders to support Salesforce and related solutions. The Salesforce Administrator is expected to perform the fundamental job functions outlined below.

Essential Job Functions

• Monitor the Salesforce Support queue continuously throughout the day, striving to respond to requests in a timely manner, and resolve as many of the requests as possible, looping in team members for additional support, or escalating requests as needed to ensure a timely and accurate resolution
• Prepare monthly Salesforce PowerPoint, a monthly review of completed and outstanding requests, including a detailed list of outstanding Projects to be presented to stakeholders
• Create, update and offboard Salesforce Users, ensuring access to Salesforce is limited to those who should have access, that access is limited to what is needed, and that access is terminated once no longer needed
• Perform quarterly audit of Salesforce Users to check for Active status, title changes, department changes, etc., making any needed updates to keep Salesforce user information up-to-date.
• Provide training to new Salesforce Users, ensuring they can log into the system, understand basic navigation, access all needed tools, etc., too include creating training tools, guides, how-to's, etc.
• Support data hygiene efforts, including monitoring duplicate data and, in conjunction with users, resolving duplicate issues, proactively suggesting ideas to prevent data errors, and loading and cleaning data, as needed
• Create declarative solutions to address routine business needs, including Quick Actions, Email Alerts, and Flows, solution should include documentation kept on file that outlines the business request and the solution
• Manage User Profiles, ensuring each profile follows the principle of least-privilege access, as well as Permission Sets, Permission Set Groups, and licenses from Managed Packages
• Monitor the Salesforce Org Health by running quarterly Health Check and Optimizer reports, review report findings, research as needed to suggest solutions for increasing the overall health of the Org
• Stay up-to-date on Salesforce enhancements by participating in Release Readiness Live events hosted by Salesforce, as well as reading Release Notes with the aim of proactively resolving any issues that may arise due to an upcoming release and/or proposing enhancements to the system based on coming functionality
• Ensure the security and compliance of Salesforce solutions, adhering to company policies and industry regulations
• Run weekly Project Status Update meetings, keeping project due dates and tasks up-to-date for the broader team
• Participate in project planning, estimation, and risk management activities
• Support other Salesforce team initiatives

Education and/or Work Experience Requirements

• Salesforce Administrator certification
• Experience with enterprise integration tools and extract, transform, and load tools
• 2 years of Salesforce Administration experience
• Bachelor's Degree in Computer Science, Software Engineering, Information Management, Finance or equivalent preferred
• Experience in Salesforce declarative tools, including Salesforce Flows

Required Knowledge, Skills, and Abilities

• Basic understanding of project management principles
• Strong analytical and problem-solving skills, with attention to detail and commitment to data accuracy and integrity
• Strong communication and collaboration skills
• Ability to work independently with minimal supervision
• Ability to prioritize and work under tight deadlines
• Highly motivated, self-learner, and technically inquisitive; able to master new concepts and processes with ease
• Adjusts plans, expectations, and/or processes to meet changing needs of key stakeholders
• Highly motivated individual with demonstrated initiative, independence, professionalism and adaptability
• Well organized, good time management skills, and prioritizes appropriately
• Effectively work in teams; team oriented
• Maintains a positive attitude, strong work ethic, and treats others with respect
• Occasional off-hour work may be necessary for software releases