Salesforce Administrator

You’ll help keep our Salesforce platform accurate, reliable, and easy to use. From troubleshooting user questions to improving workflows, you’ll combine technical problem-solving with patient, clear communication.

What You’ll Do Manage user accounts, roles, profiles, and permissions.

Build and maintain Salesforce flows, fields, page layouts, record types, and validation rules.

Create reports and dashboards that help advisory teams run their businesses.

Improve data quality through cleanup, deduplication, and enrichment.

Provide first-line user support, escalating more complex issues when needed.

Help test and roll out platform updates, maintain documentation, and identify process improvements.

We help entrepreneurial financial advisors build and grow independent wealth management firms. Our team provides the technology, investment solutions, and business support that allow advisors to focus on their clients. As we expand, we’re looking for curious, proactive people who want to grow with us and take ownership of meaningful work.

Why join us?

Gain hands-on experience with an evolving Salesforce platform supporting dozens of advisory firms.

Expand your skills in automation, configuration, reporting, and data management.

Work alongside CRM and support teams on projects that improve the user experience., 1-3 years of hands-on Salesforce administration experience.

Working knowledge of Flow Builder, Salesforce configuration, reporting, and user permissions.

Experience working with large datasets and maintaining data accuracy.

Clear communication skills and a helpful, practical approach to supporting nontechnical users.

Strong organization, attention to detail, and a willingness to keep learning.

A bachelor’s degree or equivalent experience, plus proficiency in Microsoft 365 and Excel.

Willingness to travel to client offices nationwide approximately 20% of the time.

Salary: $110,000 - $135,000 per year