Senior Salesforce Administrator

Pathstone

$90K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree preferred.
  • 4+ years Salesforce experience; certification preferred; financial services experience is a plus.
  • Deep understanding of Salesforce features and how to align them with business needs.
  • Collaborative mindset for cross-functional teamwork.
  • Exceptional communication skills for articulating technical concepts to non-technical stakeholders.
  • Strong project management skills to manage timelines and resources effectively.
  • Ability to identify business strategies and define project scope.

Responsibilities

  • Lead day-to-day Salesforce platform administration.
  • Design and implement complex automation flows and approval processes.
  • Oversee data integrity through audits and security measures.
  • Manage integrations with third-party tools.
  • Guide and mentor junior Salesforce administrators.
  • Conduct stakeholder meetings to gather business requirements.
  • Develop project roadmaps and analyze data for strategic insights.

Benefits

  • Hybrid work environment.
  • Mentorship opportunities for professional growth.
  • Engagement with executives and leadership teams.
  • Involvement in strategic development and decision-making processes.
Full Job Description
Job Description: We are looking for a Senior Salesforce Administrator to assist in supporting multiple organizations, design advanced flows, oversee system integrations, ensure data integrity, act as a strategic partner, translate business requirements from departments into scalable technical solutions, maintain security, and optimize platform performance. Executives and front-line leadership will depend on this role to serve as a trusted advisor, creating platform roadmaps and defining development priorities.

Key Responsibilities:
  • Platform Management: Lead day-to-day administration of environment.
  • Advanced Automation: Design and implement complex flows, validation rules and approval processes to streamline operations and reduce manual effort.
  • Data Governance: Oversee data integrity through regular audits, de-duplication and the implementation of data security framework.
  • Integration & Ecosystem: Manage end-to-end integration with third-party tools.
  • Mentorship: Guide and mentor junior or mid-level admins on best practices.
  • Meet with stakeholders and SMEs in discovery sessions.
  • Develop understanding of current business processes and document processes in development.
  • Develop and define project roadmaps.
  • Analyze data and draw business insights.
  • Facilitate business solutions.
  • Manage Salesforce projects.
  • Create and deliver presentations.
  • Track and solve issues during testing.


Qualifications:
  • Bachelor's degree is preferred.
  • A minimum of 4+ years of Salesforce experience, Salesforce Certified preferred. Experience in the financial services industry is a plus.
  • Strong knowledge of Salesforce capabilities, ability to align them with business needs, and recommend potential solutions.
  • A collaborative mindset. Comfortability working with cross-functional teams to ensure Salesforce solutions align with business objectives.
  • Exceptional communication skills: able to clearly articulate technical concepts to non-technical stakeholders to both elicit and document business requirements effectively.
  • Strong project management abilities: managing timelines, resources, and deliverables to ensure projects are completed as needed.
  • Ability to identify the business strategies, goals, initiatives and challenges to define scope of project or initiative.
  • Able to develop comprehensive test plans and cases to conduct user acceptance testing to validate system functionality and performance.
  • Critical thinker/problem solver.


Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

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