Systems Architect, Customer Operations Expert

4 weeks ago

Los Angeles, California, United States Altruist Full time
About Altruist

Altruist is a modern custodian built exclusively for independent financial advisors, combining a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing in a streamlined solution.

Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients.

Our mission is to make financial advice better, more affordable, and accessible to everyone.

Key Responsibilities
  • Own all aspects of our Salesforce instance by acting as the principal architect and primary administrator.
  • Implement best-practice deployment procedures to increase data, permissions, and automation accuracy.
  • Work closely with team members to ensure day-to-day system operations are covered and executed at a high caliber.
  • Help design and execute data model implementations; conduct data migrations.
  • Refine and optimize the customer experience by implementing revisions to our community site, in-app widgets, telephony system, and other channels.
  • Build technical documentation to map and define our data model, integrations, automation, and other system components.
  • Help maintain and optimize Salesforce integrations to ensure data flows are accurate and timely for business needs.
  • Implement innovative solutions and power continuous improvement to drive operational excellence across Sales, CS, and Operations.
Requirements
  • 10+ years as a Salesforce administrator; 5+ years as the primary administrator and architect; Certified Salesforce Administrator.
  • 5+ years administrating a Service Cloud instance.
  • Experience administrating Service Cloud Voice via Amazon Connect.
  • Experience manipulating and migrating large-scale datasets.
  • Expert Excel skills (formulas and pivot tables).
  • Proven track record of working with systems to measurably increase team productivity and/or customer outcomes.
  • Comfortable working through ambiguity to provide effective solutions in a fast-paced, hyper-growth environment.
  • Demonstrated commitment to proactively improve and refine system, data management, and reporting skills.
  • Team player attitude; low ego; able and willing to pivot quickly and wear multiple hats.
What We Offer
  • Competitive salary and equity packages.
  • Premium healthcare, dental, and vision insurance plans.
  • 401k savings plan with matching contributions and immediate vesting.
  • Flexible PTO so you can satisfy your passions outside of work.
  • Generous paid parental leave.
  • Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
  • Physical and emotional wellness programs that nurture both your mind and body.
  • Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.).
  • Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).

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