Salesforce Administrator - Assistant Vice President

iCapital

• $90K — $110K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7+ years of hands-on Salesforce Admin experience
  • Bachelor's degree or equivalent experience in a related field
  • Salesforce Administrator certification required; Advanced Administrator certification preferred
  • Experience with Salesforce Data Cloud, Marketing Cloud, or integrated platforms like HubSpot or Tableau preferred
  • Experience across multiple Salesforce organizations with limited documentation
  • Familiarity with financial services, fintech, or alternative investments is a plus
  • Strong communication skills with attention to detail

Responsibilities

  • Support daily Salesforce operations including user requests and troubleshooting
  • Lead assessment and enhancement of Salesforce configurations across multiple organizations
  • Gather and translate business requirements into scalable solutions
  • Configure Salesforce tools including Flows, reports, and dashboards
  • Manage user and license administration processes
  • Partner with an external delivery partner on complex Salesforce configurations
  • Maintain sandbox environments for testing and deployment

Benefits

  • Equity for all full-time employees
  • Annual performance bonus
  • Employer matched retirement plan
  • Subsidized healthcare including fully paid dental and vision
  • Telemedicine and virtual mental health counseling services
  • Parental leave
  • Unlimited paid time off (PTO)
  • Flexible remote working on Fridays
Full Job Description
About the Role

iCapital is looking for a Salesforce Administrator to take hands-on ownership of the Salesforce estate, spanning multiple organizations supporting the Distribution, Enterprise, Structured Investments, and Data Solutions teams. Working alongside a close-knit team to drive platform stability, data quality, and commercial capability, this is a role for someone comfortable walking into complexity, assessing it clearly, and building solutions that last.

Responsibilities
  • Support daily Salesforce operations, including user requests, ticket resolution, and stakeholder communication.
  • Lead the assessment, documentation, and enhancement of Salesforce configuration across multiple organizations including environments where formal ownership is being established.
  • Gather and translate business requirements into scalable, user-friendly solutions.
  • Configure standard Salesforce tools such as Flows, approval processes, reports and dashboards.
  • Manage user and license administration (i.e. setup and deactivation, roles, profiles, permission sets, sharing rules).
  • Partner with an external delivery partner and progressively take ownership of complex configuration and build work as internal capability scales.
  • Maintain and manage sandbox environments for testing and deployment.
  • Collaborate with teams using integrated platforms.
  • Troubleshoot and fix bugs as needed.
  • Monitor Salesforce releases and recommend relevant platform improvements.
  • Communicate platform updates and provide user training as needed.

Qualifications
  • 5-7+ years of hands-on Salesforce Admin experience
  • Bachelor's degree or equivalent experience in a related field
  • Salesforce Administrator certification is required; Salesforce Advanced Administrator certification is a plus
  • Experience with Salesforce Data Cloud, Agentforce, Marketing Cloud or integrated platforms such as HubSpot, Cvent, or Tableau is strongly preferred
  • Experience working across multiple Salesforce orgs, including environments with limited existing documentation
  • Familiar with financial services, fintech, or alternative investments is a plus
  • Excellent written and verbal communication skills with attention to detail
  • Able to document processes and contribute to internal knowledge management
  • Comfortable working independently while collaborating across teams

Benefits

The base salary range for this role is $90,000 to $110,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: [redacted] | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

Similar Jobs

More Jobs at iCapital

More Finance & Insurance Jobs

Find similar Salesforce Administrator - Assistant Vice President jobs: