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Prime Capital Financial | Salesforce Administrator | overland park, ks
1 month ago
Prime Capital Financial, a leading investment advisory firm specializing in individual wealth management, qualified plans, and participant education, is seeking an experienced and dynamic Salesforce Administrator to join our corporate team in Overland Park, KS.
We are looking for a proactive and detail-oriented professional with a passion for optimizing processes and driving organizational success through Salesforce. At Prime Capital Financial, we prioritize excellence, collaboration, and a commitment to both our clients and our team. If you thrive in a fast-paced, values-driven environment and are ready to make an impact, we want to hear from you
About Prime Capital Financial
Prime Capital Financial provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth brand. Through its Prime Capital Wellness brand, the firm also provides retirement plan advisory services, as well as plan participant education. Prime Capital Financial has 70+ locations throughout the United States, with investment advisor representatives serving clients nationwide. Prime Capital Financial, LLC., a Registered Investment Adviser, offers advisory services. For more information, visit www.primefinancial.com
OBJECTIVES:
The Salesforce Administrator is responsible for the overall development, configuration, and support of the Salesforce platform for the entire firm. The scope of projects will include data migrations (resulting from acquiring outside firms), new builds (converting old processes to Salesforce), and process optimization (improving existing objects, relationships, and workflows). The Salesforce Administrator will independently work to define requirements and build, test, implement, and document solutions. The Salesforce Administrator will leverage their knowledge and best practices to deliver creative solutions that align with the corporate strategy. This position reports directly to the Director of Operations.
Our Standards: Our overall standard is "service excellence." Our goal is to provide the very best experience in service and knowledge to our firm and its associates. As such, our associates must display:
- Ability to work and make decisions independently, with minimal supervision.
- Excellent written and verbal communication skills.
- Excellent client service skills.
- Comfortable with presenting to senior leaders.
- Superior attention to tasks, detail and follow through.
- Excellent organizational and time-management skills; ability to react with appropriate levels of urgency to situations and events that require quick response or turnaround.
- Ability to successfully prioritize and manage multiple tasks, projects, and assignments.
- Ability to adapt quickly and positively to change.
- Team player and collaborator; invest in building long-lasting relationships both externally and internally.
- Must possess a will do/can do attitude.
- High standard of professionalism, ethics, confidentiality, and integrity; confidentiality will be paramount for this role.
KEY RESPONSIBILITIES:
- Provide ongoing end-user support (access requests, reports, questions, issue resolution and more)
- Assist in capturing and translating business requirements to Salesforce best practices and solutions
- Understand a variety of business needs, processes, and technologies used by Prime Capital and recommend and execute automation of business processes through collaboration and consultations with business partners
- Maintain/Improve existing user roles and profiles, security settings, access settings, etc. (User Profiles, Role Hierarchy, Sharing Rules and Security)
- Create and manage custom objects, fields, formulas, validation rules, custom workflow, and approval processes
- Design, build, test, document, and deploy enhancements to Salesforce custom objects, page layouts, workflows, alerts, reports, and dashboards
- Monitor Salesforce’s roadmap, release notes, and community to identify features or functions that could benefit the firm.
- Maintain all environments (sandbox(es), production, etc.), including documentation, configurations, and customizations
- Partner with XLR8 (Salesforce overlay partner) and other stakeholders to prioritize enhancements and ensure optimal user efficiency of Salesforce
- Drive user adoption and ensure user satisfaction, including developing, documenting, and delivering training
- Collaborate with stakeholders to develop executive and operational dashboards.
- Maintain a holistic view of the platform and understand cross-functional dependencies across all solutions (apps, objects, etc.)
- Implement a change management process to ensure proper governance over releases
- Prepare and present clear business and technical analysis
EDUCATION/EXPERIENCE:
- Bachelor's degree in Computer Science, Information Systems, Business Administration, Finance, or an analytical field, equivalent experience
- 2+ years of Salesforce administration and/or development experience
- Proficient with Excel (charts, functions, tables, pivot tables, and pivot charts) and experience with statistical analysis and reporting tools preferred
- Experience as a business analyst or project manager is preferred
- Experience with HubSpot and integrating AppExchange packages preferred
QUALIFICATIONS:
- Must be a motivated individual with strong analytical, problem-solving, and root-cause analysis skills
- Logical, process-oriented thinker with a natural curiosity about technology
- Must possess a service-oriented mindset and enjoy engaging with a variety of stakeholders
- Approaches challenges with curiosity and creativity to deliver solutions
- Comfortable working on multiple time-critical projects simultaneously
- Excellent verbal and written communication skills required, including presentation of complex data in easily understood ways and strong data visualization skills
- Ability to confidently interact with multiple levels in the organization and lead cross-departmental team projects required
- Innovative, forward thinker with strong abilities in relationship management
Benefits
- Health, Dental, Vision, Group Life & Disability, HSA
- 401(k)
- Teladoc
- Generous PTO
- 12 paid holidays
- EAP program
- Voluntary Group Life and AD&D; Aflac; Nationwide Pet Insurance
- Financial Wellness Education
- Professional Development opportunities
Work Remotely
- No
Job Type: Full-time
