Salesforce Platform Manager

4 weeks ago

New York, New York, United States YieldStreet Full time
About The Role

We are seeking a highly skilled Salesforce Administrator to join our team at Yieldstreet. As a key member of our organization, you will be responsible for taking administrative ownership of Salesforce and supporting both business and technical teams with day-to-day Salesforce needs.

Your primary focus will be on performing general declarative Salesforce administrative duties, assisting with the ongoing development of our Salesforce instance, and helping to deliver high-quality enhancements. You will also provide 1st-tier support for business stakeholders across the company.

You will work closely with our investments, investor relations, private client, operations, treasury, and marketing teams who utilize Salesforce daily. The ideal candidate will be highly motivated, exceptionally organized, and an excellent communicator with strong Salesforce technical skills and experience working in custom instances.

Key Responsibilities
  • Take over day-to-day administrative responsibilities for Salesforce, working with business stakeholders to develop and manage the Salesforce platform and integrated systems
  • Translate business requirements and objectives into solutions by utilizing Salesforce native declarative functionality
  • Work closely with Yieldstreet's teams to understand and build workflows and extend capabilities of Salesforce to support day-to-day operations
  • Identify problems, develop ideas, and propose solutions with Salesforce best practices in mind
  • Responsible for user management and governance, including onboarding, offboarding, profiles, roles, usage monitoring, etc.
  • Manage and continue to build upon the existing custom objects, apps, fields, validation logic, and automation that exist in our Salesforce instance
  • Monitor data storage and backups
  • Respond to ad-hoc requests from business and technical stakeholders
  • Build and maintain reports and dashboards
  • Use data tools to extract, transform, and load data as well as migrate data when necessary
  • Provide training, guidance, clarification, and feedback on technical solutions to team members less familiar with Salesforce
Requirements
  • BS or above in a business or technology-related field
  • Strong (5+ years) experience with SFDC Administration and troubleshooting
  • Strong experience working across multiple functional areas (operations, finance, marketing)
  • Strong experience with Salesforce declarative automation tools (using Process Builder and Flow)
  • Deep understanding of data migration processes and experience with Data Loader and other data management tools
  • Strong analytical skills and ability to develop solutions to problems independently and through facilitated team discussions
  • Comfort in working in a fast-paced environment with moving targets and changing priorities
Preferred Qualifications
  • Salesforce Administrator or Advanced Administrator Certified
  • Familiarity with Salesforce custom development (Apex, VisualForce, SOQL, LWC, and Triggers)
  • Familiarity with modern front-end web standards and frameworks (JS, HTML, CSS)
  • Familiarity with financial services, alternative investments, or Fintech
About Yieldstreet

Yieldstreet is the leading private market investment platform. We believe that private market alternatives should be a fundamental part of your portfolio. That's why we're unlocking access to make it easier than ever to get started.

We partner with top-tier investment managers to provide investors with a wide range of opportunities across real estate, venture capital, private equity, art, short-term notes, and more.

All of our offerings are curated and vetted by our team to help investors diversify away from the stock market with confidence.

Why Yieldstreet?

Join a team of diverse, smart, and friendly people from 8 different countries who speak a total of 17 different languages who are on a mission to make alternative investments a fundamental part of the modern portfolio.

Our team is comprised of successful entrepreneurs with combined exits of over $1B.

We get social with each other during happy hours, exercise classes, and team off-sites. We are a hybrid work company giving you the opportunity to connect with your peers in real-time with the flexibility to work remotely a few days per week.

What's in it for you:
  • Competitive compensation packages including equity
  • Health, dental, and vision coverage with FSA/HSA options
  • Unlimited PTO
  • 401k Match
  • Paid lunch once a week
  • Commuter benefit
  • Life insurance
  • Sabbatical
  • Summer Fridays
Compensation:

$100,000+ (Actual salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data.) Compensation package also includes generous bonus, benefits, and equity.

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