Salesforce Administrator

1 day ago

Westlake, Ohio, United States Equity Trust Full time
Salesforce Administrator Job Description

This position is eligible to be fully remote.

Job Overview: The Salesforce Administrator continually improves and enhances the Salesforce platform for internal and external clients by designing scalable solutions using best practices and technologies.

Responsibilities & Duties:

  • Salesforce Configuration Changes: Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards, and reports
  • Role Management: Roles, profiles, permissions, public groups, OWD, and sharing rules
  • Data Management: Improve Salesforce data quality, implementing rules and automation as needed
  • Sandbox Environment Management:
  • DevOps/Release Management Experience:
  • Declarative vs. Development Team: Know when something should/could be done declaratively vs. pushing to the development team or a third-party app
  • Integration with Development Team: Handle the administrative side of custom code deployments
  • System Maintenance: Proactive system maintenance including Security Reviews, Release Updates, Health Check, and Optimizer
  • Testing: Test changes and new features from internal developers and other administrators as well as external partners
  • Research and Best Practices: Research and know best practices for Salesforce and stay abreast of new features
  • Integrated Applications: Configure and manage Financial Service Cloud, Marketing Cloud, and other integrated applications
  • Collaboration: Work closely with other Salesforce Administrators to avoid conflicts and breaking changes
  • Technical Documentation:
  • Teaching Best Practices: Enthusiastically teach best practices
  • Other Duties: Performs other duties as assigned

Qualifications:

  • Salesforce Certifications: Trailhead Mountaineer or higher, or demonstrated expertise configuring complex solutions within Salesforce
  • Experience: Minimum 2 years of experience with hands-on business Salesforce administration
  • Agile Scrum Experience: Preferred

Professional Certifications:

  • None Required:

Technical Skills:

  • Salesforce Certifications: Administrator, Advanced Administer, Platform App Builder, Trailhead Mountaineer or higher, or demonstrated expertise configuring complex solutions within Salesforce

Cultural Competencies:

  • Tech Savvy:
  • Communicates Effectively:
  • Resourcefulness:
  • Being Resilient:

Physical Demands/Work Environment:

This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

Disclaimer/Associate Acknowledgement:

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

About Equity Trust:

Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS-approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold. With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian. As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service. As a directed custodian, Equity Trust does not provide tax, legal, or investment advice, nor do we offer or sponsor any proprietary investment products.

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