Remote Salesforce Administrator | CRM, Data Insights

Advisor Group Inc.; 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 away

Volunteer days

Job summary

Highland Capital Brokerage is seeking a Salesforce CRM Administrator to build, maintain, and support an exceptional internal CRM system for employees and customers.

The role focuses on customizing Salesforce Lightning UI, delivering actionable reports, and training users while partnering with multiple departments to meet business needs. Remote-friendly, full-time position with comprehensive benefits and a competitive compensation package.

Qualifications

• 1-3 years of systems administration experience.
• Strong analytical skills for problem-solving.
• Familiarity with Agile/SCRUM methodologies.
• Knowledge of database design principles and best practices.
• IT security best practices understanding.
• Experience with data analysis or data stewardship preferred.
• Excellent communication skills for user interaction.
• Experience in the financial industry is a plus but not required.

Responsibilities

• Perform Salesforce maintenance including Flows, Approvals, Profiles, and Permission Sets.
• Build reports and dashboards using standard and custom objects.
• Ensure accurate reporting with proper data filtering and field types.
• Maintain data integrity with validation rules and audits.
• Review, deploy apps/packages from AppExchange with proper permissions.
• Provide user support and run training sessions on CRM best practices.

Skills

Salesforce administration

Analytical thinking

Agile / SCRUM

Education

Bachelor’s degree preferred

Salesforce Administrator certification preferred

Tools

Power BI

Tableau

Qlik

Job description

Highland Capital Brokerage is seeking a Salesforce CRM Administrator to build, maintain, and support an exceptional internal CRM system for employees and customers.

The role focuses on customizing Salesforce Lightning UI, delivering actionable reports, and training users while partnering with multiple departments to meet business needs. Remote-friendly, full-time position with comprehensive benefits and a competitive compensation package.