Salesforce Administrator
1 week ago
We are seeking a highly skilled Salesforce Administrator to join our team at Yieldstreet. As a Salesforce Administrator, you will be responsible for taking administrative ownership of our Salesforce instance, supporting business and technical teams with day-to-day Salesforce needs, and driving the development of our Salesforce platform.
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
- 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
- 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
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