Salesforce Administrator

1 week ago


New York, New York, United States Yieldstreet Full time
Job Title: Salesforce Administrator

About the Role:

Yieldstreet is seeking a highly skilled Salesforce Administrator to take ownership of the company's Salesforce instance and support business and technical teams with day-to-day needs. The ideal candidate will have strong technical skills, excellent communication skills, and the ability to work in a fast-paced environment.

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 investments, investor relations, private client, operations, treasury, and marketing teams to understand and build workflows and extend capabilities of Salesforce to support day-to-day operations of those teams.
  • 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 the YS Salesforce today.
  • 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.

What We Offer:

  • Competitive compensation packages including equity.
  • Health, dental, and vision coverage with FSA/HSA options.
  • Unlimited PTO.
  • 401k match.
  • Commuter benefit.
  • Life insurance.
  • Sabbatical.
  • Summer Fridays.


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