Salesforce Administrator

Salesforce Administrator (mid-sr level)
Hybrid – New York City (Financial District)

Key Responsibilities:

• Serve as the primary Salesforce Administrator for a 50-user Sales Cloud environment.
• Manage day-to-day platform administration, including user setup, data maintenance, permissions, reports, dashboards, and process automation.
• Partner with business stakeholders to gather requirements, document user stories, and translate needs into effective Salesforce solutions.
• Collaborate with leadership on Salesforce-driven initiatives supporting investor services, fund clients, and sales compensation tracking.
• Develop and maintain clear documentation of configurations, processes, and workflows.
• Support user adoption through training, communication, and creating best-practice materials.
• Work cross-functionally with internal teams to support integration projects such as Tableau implementation and future Data Cloud initiatives.
• Identify opportunities to improve business processes and system usability.
• Maintain a strong understanding of Salesforce functionality and upcoming platform changes.

Required Qualifications:

• Salesforce Administrator Certification (ADM-201) required.
• ~5-8 years of hands-on Salesforce Administration experience (Sales Cloud preferred).
• Strong experience gathering and documenting business requirements and user stories.
• Excellent communication skills: able to engage respectfully with both technical and non-technical stakeholders.
• Highly organized, detail-oriented, and proactive in problem-solving.
• Experience with Tableau (reporting and/or implementation) is highly preferred.
• Enthusiasm for learning and exploring advanced Salesforce capabilities such as Data Cloud.
• No development experience required, but familiarity with best practices in configuration and data management is expected.
• Industry: Financial services exposure is helpful but not required.