Remote Salesforce Administrator - CRM Dashboards & Automation

Advisor Group; Birmingham (AL); On-site; USD 80,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Job summary

Highland Capital Brokerage is seeking a Salesforce CRM Administrator to build, maintain, and support an exceptional internal CRM for employees and customers. The role requires proficiency in data manipulation, user sharing/visibility, and declarative flows and objects.

Lightning experience is highly desired; APEX/Visualforce is a plus. Education includes a Bachelor’s degree preferred; Salesforce Administrator certification or equivalent experience is preferred.

Qualifications

• Bachelor’s degree preferred; Associate degree or HS diploma plus significant experience considered.
• Salesforce Administrator certification or equivalent experience preferred.
• Experience manipulating and standardizing data and building declarative solutions.

Responsibilities

• Perform basic Salesforce maintenance: Flows, Approvals, Permission Sets, Profiles/Layout, Roles, Group/Queue management.
• Build and deliver custom reports/dashboards using standard and custom objects.
• Maintain data integrity with validation rules, duplicates handling, and data audits.
• Review and deploy applications from Salesforce AppExchange while managing permissions.
• Provide user support, training, and documentation on CRM best practices and new features.
• Collaborate with stakeholders to gather requirements and implement solutions.

Skills

Salesforce

CRM Administration

Lightning Experience

Data Analysis

Training & Documentation

Education

Bachelor’s degree

Salesforce Administrator certification

Tools

Salesforce AppExchange

Permissions & Profiles

Reports & Dashboards

Lightning Components

Job description

Highland Capital Brokerage is seeking a Salesforce CRM Administrator to build, maintain, and support an exceptional internal CRM for employees and customers. The role requires proficiency in data manipulation, user sharing/visibility, and declarative flows and objects.

Lightning experience is highly desired; APEX/Visualforce is a plus. Education includes a Bachelor’s degree preferred; Salesforce Administrator certification or equivalent experience is preferred.