Hybrid Salesforce Administrator – Financial Services Cloud

AssetMark; Charlotte (NC); Hybrid; USD 90,000 - 105,000; Full time

Benefits offered by this job

Hybrid work schedule

401K match

Medical/Dental/Vision insurance

Volunteer time off

Career development

Fitness reimbursement

Paid time off

Job summary

AssetMark in Charlotte, NC is seeking a skilled Salesforce Administrator to join our enterprise applications team. You will configure, support, and continually improve Salesforce to enable our wealth management platform and business operations.

Collaborate with administrators, developers, architects, product managers, and business partners to manage users, data, security, automation, and reporting while ensuring governance and reliability.

Qualifications

• 3–6 years of professional experience administering and supporting Salesforce solutions in enterprise production environments.
• Bachelor’s degree in Computer Science, Information Systems, Engineering, Business, or a related discipline, or equivalent practical experience.
• Hands‑on experience with Salesforce configuration, security administration, Flow automation, data management, reporting, user support, testing, and release activities.
• Practical experience administering Salesforce Financial Services Cloud solutions is strongly required.
• Experience using Copado, Flosum, or a comparable Salesforce DevOps platform for deployment and release management is preferred.
• Salesforce Administrator certification is required; Advanced Administrator, Platform App Builder, Salesforce Developer I & II, Financial Services Cloud, Data Cloud, or relevant Salesforce certifications are advantageous.

Responsibilities

• Platform Administration and Configuration: Configure and maintain users, roles, profiles, permission sets, public groups, queues, page layouts, record types, Lightning pages, custom fields, validation rules, and other platform capabilities required to support business operations.
• Financial Services Cloud Administration: Configure and support Financial Services Cloud capabilities related to client onboarding, households, relationship management, financial accounts, referrals, action plans, and advisor productivity.
• Process Automation: Design, build, test, and maintain Flow, approval processes, and related declarative automation to streamline business processes and reduce manual effort.
• User Support and Adoption: Provide day‑to‑day support to Salesforce users, investigate and resolve access or configuration issues, maintain user documentation, and deliver guidance or training that improves platform adoption and data quality.
• Data Management and Quality: Perform data imports, exports, cleansing, deduplication, validation, mass updates, and migration support using Data Loader, Import Wizard, Workbench, and approved Salesforce data tools.
• Reporting and Analytics: Create and maintain reports, dashboards, report types, folders, subscriptions, and actionable business insights; support CRM Analytics or Data Cloud reporting use cases as needed.
• Security and Compliance: Administer the Salesforce security and sharing model in accordance with financial‑services governance, privacy, audit, segregation‑of‑duties, and data‑protection requirements.
• Release and Environment Management: Support sandbox management, metadata changes, testing, deployment coordination, release documentation, and production validation using change sets, Salesforce DX, and tools such as Copado, Flosum, Azure DevOps, GitHub, or Bitbucket.
• Operational Support and Troubleshooting: Monitor platform health, troubleshoot production issues, perform root‑cause analysis, coordinate defect resolution, and document solutions, known issues, and operational procedures.
• Business & Technical Collaboration: Partner with product managers, business users, operations teams, data stewards, analysts, developers, and architects to understand processes, clarify requirements, and translate business needs into scalable declarative solutions.
• Global Delivery & Continuous Improvement: Participate actively in agile ceremonies, retrospectives, documentation, testing, and knowledge sharing across the GCC and U.S. teams, and responsibly use AI‑assisted methods to improve administration, analysis, documentation, and troubleshooting.

Skills

Salesforce administration

Platform configuration

Data management

Reporting & analytics

Process automation

Education

Bachelor's degree in CS/IS/Engineering or related

Tools

Salesforce

Salesforce DX

Copado/Flosum

Job description

AssetMark in Charlotte, NC is seeking a skilled Salesforce Administrator to join our enterprise applications team. You will configure, support, and continually improve Salesforce to enable our wealth management platform and business operations.

Collaborate with administrators, developers, architects, product managers, and business partners to manage users, data, security, automation, and reporting while ensuring governance and reliability.