R0018105 - Salesforce Administrator/Developer

What You’ll Do:

The Salesforce Administrator/Developer will play a critical role in ensuring the stability,

usability, and continuous improvement of the firm’s Private Wealth Management

business’ CRM platform. This position blends operational excellence with hands-on

configuration work, supporting business users while driving enhancements that elevate

the on configuration work, supporting business users while driving enhancements that

elevate the platforms’ overall value.

Platform Support & Issue Management

·         Actively monitor the production support queue and provide timely triage for

incoming issues.

·         Communicate directly with users to understand the challenges they encounter

and guide them toward effective solutions.

·         Manage SLAs and KPIs related to issue acknowledgement, investigation, and

resolution.

·         Collaborate with internal technology teams to drive issues to successful closure.

·         Contribute to the knowledge base to improve future troubleshooting efficiency

and team-wide learning.

User Administration & Security

·         Administer user accounts, including license provisioning, access management,

and deactivation.

·         Maintain and optimize platform security, including sharing rules, permission sets,

profiles, roles, and data access policies.

·         Design and maintain user hierarchies that reflect organizational structure and

support business operations effectively.

Configuration, Enhancements & Release Management

·         Configure and optimize the Salesforce platform to improve usability, streamline

processes, and support business goals.

·         Manage new Salesforce releases and ensure smooth rollout of new features and

updates.

·         Create and maintain fields, objects, page layouts, dashboards, reports,

campaigns, and other core Salesforce components.

·         Build custom objects and flows when required to support advanced business

processes.

·         Execute ongoing configuration and customization activities as business needs

evolve.

Reporting, Insights & Data Quality

·         Fulfill ad hoc reporting requests with accuracy and speed.

·         Support data quality through routine audits, cleanup efforts, and proactive

governance practices.

What We’re Looking For:

This position requires:

·         5–6 years of hands-on Salesforce Administration and development

experience, supporting complex, fastmoving business environments. on Salesforce

Administrationmoving business environments.

·         Bachelor’s degree in information systems, Computer Science, Engineering,

or a related field (or equivalent professional experience).

·         Salesforce Administrator and Platform Developer I Certifications

(Required); additional Salesforce certifications are a strong plus.

·         Experience working in Financial services is preferred.

·         Strong CI/CD development skills, with experience supporting modern

deployment pipelines and structured release management processes.

·         Expertise in core Salesforce administration, including permission sets,

profiles, role hierarchies, security and visibility rules, declarative customization, and

platform configuration.

·         Exceptional communication skills with the ability to clearly explain issues,

gather requirements, and support end-users across global regions.users across global

regions

·         Proven problem-solving ability, capable of independently diagnosing issues,

researching solutions, and managing troubleshooting efforts while collaborating

effectively as part of a broader technology team. solving ability

·         Experience supporting data integrity, reporting, dashboards, and workflow

automation within Salesforce.

·         Solid understanding of release readiness, new feature evaluation, and smooth

rollout planning.

Special Knowledge (if applicable):

Certified Salesforce Administrator and Platform Developer I required