Salesforce Administrator

Crestpoint Real Estate Investments; Toronto; Hybrid; CAD 75,000 - 100,000; Full time

Job summary

A leading financial services firm in Toronto is seeking a Salesforce Administrator to enhance the operational efficiency of their technology team. The successful candidate will have at least 5 years of experience in Salesforce administration and development, specializing in data governance and solution implementation. This full-time position offers the opportunity to drive digital transformation within a collaborative environment with a commitment to diversity and inclusion.

Qualifications

• 5 years of hands-on experience with Salesforce administration and development.
• Proficiency in SOQL, Lightning Web Components, Visualforce and Flow Builder.
• Strong understanding of data architecture, governance and integration strategies.

Responsibilities

• Design and implement scalable Salesforce solutions aligned with business goals.
• Define and enforce data governance policies ensuring high standards of data quality.
• Support Salesforce-related projects from initiation to delivery.

Skills

Salesforce administration

Problem-solving

Communication skills

Data architecture

Education

Bachelor's degree in IT, Computer Science, Business or related field

Salesforce Administrator certification

Tools

SOQL

Lightning Web Components

Visualforce

Flow Builder

Power BI

Job description

Overview

Salesforce Administrator – Connor Clark & Lunn Private Capital Ltd., Toronto ON

Position Overview: We are looking for a Salesforce Administrator to join our growing Operations & Technology team. This role is ideal for a technically skilled Salesforce professional who thrives in a collaborative environment and is passionate about driving digital transformation. The team is responsible for implementing the firm's technology roadmap, managing platforms like Salesforce, and supporting operational excellence across departments. As a key contributor you will lead initiatives that enhance platform capabilities, improve data integrity, and elevate user experience.

What Youll Be Doing

Salesforce Strategy & Development (40%)

• Design and implement scalable customized Salesforce solutions aligned with business goals.
• Collaborate with stakeholders to translate complex business requirements into technical specifications and deliver robust user-friendly solutions.
• Create and maintain platform configuration including custom objects, record types, validation rules, approval processes, dynamic forms, and custom metadata types.
• Oversee platform configuration including advanced automation (Flows, Apex triggers), integrations and third-party apps.
• Stay current with Salesforce releases and lead adoption of new features such as Einstein AI, Data Cloud and OmniStudio.

Platform Governance & Data Stewardship (25%)

• Define and enforce data governance policies ensuring high standards of data quality and compliance.
• Design and maintain complex reports, dashboards and data models to support analytics and executive decision-making.
• Lead data migration and transformation projects using tools like Data Loader and Workbench.
• Implement and monitor field-level security, sharing rules and role hierarchies to ensure data access integrity.

Operational Support & Process Optimization (20%)

• Act as a senior escalation point for Salesforce-related issues, performing root cause analysis and implementing long-term fixes.
• Drive continuous improvement by automating business processes using Flow, Process Builder and Apex triggers to streamline workflows and enhance user satisfaction.
• Assist in maintaining documentation for processes, procedures and user guides.
• Lead UAT planning and execution for new solutions and enhancements.

Project Leadership & Stakeholder Engagement (15%)

• Support Salesforce-related projects from initiation to delivery, including timelines and stakeholder communication.
• Assist in cross-functional workshops and training sessions to promote platform adoption and user empowerment.
• Represent the Operations & Technology team in strategic planning discussions and contribute to roadmap development.

What You Bring

• Bachelors degree in IT, Computer Science, Business or a related field; Salesforce Administrator and Advanced Administrator certifications preferred. Additional certifications (e.g. Platform App Builder, Sales Cloud Consultant, Data Architect) are a strong asset.
• 5 years of hands-on experience with Salesforce administration and development.
• Proficiency in SOQL, Lightning Web Components (LWC), Visualforce and Flow Builder.
• Experience with third party applications including Gearset and Jet Stream is an asset.
• Strong understanding of data architecture, governance and integration strategies.
• Analytical mindset with strong problem-solving and communication skills.
• Excellent communication, analytical and organizational skills.
• Ability to manage multiple tasks under pressure and meet deadlines.
• Familiarity with BI tools such as Power BI or CRM Analytics (formerly Einstein Analytics).

About Connor Clark & Lunn Financial Group

At CC&L Financial Group we understand the value of opportunity for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses giving them the space to innovate and truly make an impact.

With more than 40 years of history and offices across Canada and in the US, the UK and India CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $155 billion in client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.

Connor Clark & Lunn Private Capital (CC&L Private Capital) is an affiliate of CCLFG providing professional discretionary money management services to individual investors, foundations and endowments. The firm is currently responsible for approximately $18 billion in client assets.

For a closer look at how you can build your career with us we invite you to explore.

CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability or age.

We thank all applicants in advance for their interest but only those candidates shortlisted for interviews will be contacted.

LI-HYBRID

Employment Type: Full Time

Experience: Unclear Seniority

Vacancy: 1