Job DescriptionWhat is the opportunity?AS a Salesforce Product Administrator you will be responsible for configuring, maintaining, and optimizing Salesforce platform solutions to support business operations and digital transformation initiatives within the financial services organization. This role focuses on declarative platform customization, user adoption strategies, license management, and data integration documentation. The Salesforce Product Administrator translates business requirements into practical Salesforce solutions while ensuring compliance with financial services regulatory standards and maximizing the platform's value.
What will you do?Salesforce Configuration & Customization
- Design and implement declarative Salesforce solutions using platform-native features (flows, process builders, custom fields, validation rules) to address business requirements
- Configure system settings, workflows, automation, and metadata customizations within assigned Salesforce specialization areas
- Maintain comprehensive documentation of configurations, customizations, and system processes for governance and knowledge transfer
- Ensure all customizations comply with financial services regulatory standards, security requirements, and enterprise policies
Production Implementation Validation
- Develop and execute comprehensive testing protocols to validate Salesforce configurations before production deployment
- Verify implementations meet documented requirements, performance standards, and compliance specifications
- Conduct data integrity checks, reconciliation, and end-to-end testing to ensure accuracy post-implementation
- Document validation results, testing evidence, and sign-off procedures; escalate defects or non-conformances for remediation
Data Mapping & Integration Documentation
- Create and maintain comprehensive data mapping documents for Salesforce Advisor Desktop data exchanges with upstream and downstream applications
- Document field-to-field mappings, data transformation rules, and integration touchpoints across enterprise systems
- Track data lineage and ensure consistency between source systems and Salesforce to support audit, compliance, and data governance requirements
- Update mapping documentation in response to system changes, new integrations, or requirement modifications
- Collaborate with integration teams, data stewards, and stakeholders to validate accuracy of mappings and resolve data discrepancies
User Adoption & Enablement
- Monitor and track adoption metrics, user engagement, and feature utilization across assigned Salesforce platform areas
- Identify adoption barriers and recommend training interventions, process improvements, or system enhancements
- Develop and deliver user training materials, best practice documentation, and change communication resources
- Support change management initiatives to drive user engagement and maximize platform value realization
Business Requirements Translation
- Partner with business stakeholders to understand operational needs, pain points, and regulatory requirements
- Analyze business requirements and recommend Salesforce-based solutions leveraging declarative features and platform capabilities
- Collaborate with system architects and development teams on complex implementation needs and technical feasibility assessments
- Ensure solutions align with enterprise standards, security policies, financial services compliance frameworks, and organizational strategy
Operational Support & Optimization
- Provide ongoing technical support and troubleshooting for assigned Salesforce platform areas
- Monitor system performance, user experience, and data quality; identify optimization opportunities
- Conduct periodic reviews of configurations and recommend enhancements and improvements
- Maintain audit trails, compliance documentation, and ensure system health and security posture
What do you need to succeed?Must-have- 3+ years of experience as a Salesforce Admin, Product Admin, or similar technical platform role
- Strong knowledge of Salesforce declarative customization and configuration best practices
- Understanding of financial services industry compliance and security requirements
- Demonstrated ability to manage user adoption and drive organizational change
- Excellent analytical, communication, and stakeholder management skills
- Proven problem-solving capabilities and attention to detail
Nice-to-have- Salesforce Administrator Certification (ADM 201)
- Financial services industry experience
- Experience with data mapping, ETL, or integration platforms
- Knowledge of Salesforce Advisor Desktop and financial services solutions
- Change management or adoption tracking experience
- Exposure to enterprise architecture frameworks and governance models
- Understanding of data governance and security frameworks
What's in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
- Leaders who support your development through coaching and managing opportunities.
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high-performing team.
- Opportunities to do challenging work.
- Opportunities to build close relationships with clients.
The expected salary range for this particular position is $70,000-$130,000, depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC's high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
Job SkillsApplication Development, Applications Architecture, Critical Thinking, Detail-Oriented, Enterprise Application Delivery, Group Problem Solving, Multi-Level Communication, Standard Operating Procedure (SOP), System Applications, Waterfall Model
Additional Job DetailsAddress:250 NICOLLET MALL:MINNEAPOLIS
City:Minneapolis
Country:United States of America
Work hours/week:40
Employment Type:Full time
Platform:WEALTH MANAGEMENT
Job Type:Regular
Pay Type:Salaried
Posted Date:2026-09-03
Application Deadline:Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
