Senior Salesforce Administrator

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

Do you have a valid Certified Salesforce Administrator certification?, Do you have experience in Tooling?, * 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

Pulled from the full job description

• 401(k)
• Health insurance
• Vision insurance
• Health savings account, 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

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.