Salesforce Administrator

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

About the Role

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

Summary

• Location(s): ALL Locations/ REMOTE Role Type: Full time Salary: $80,000 - $85,000 per year + annual bonus
• Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
• Our competitive compensation is just one component of Osaic’s total compensation package.
• Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more.

To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.

Education Requirements

• Bachelor’s degree in a relevant discipline preferred; Associate’s Degree or H.S. Diploma or GED certificate + Significant Practical Experience will be considered.
• Salesforce Administrator certification or equivalent experience is preferred.

Responsibilities

• Perform basic Salesforce organization maintenance, including but not limited to: Flows and Approvals, creating/editing Permission Sets, Profiles/Page Layouts, Roles configuration, and Group/Queue management.
• Build and deliver custom reports and dashboards using standard objects, custom objects, combinations of multiple objects, and custom report types to provide actionable insights for users.
• Demonstrate a strong understanding of data filtering logic and Salesforce field types to ensure accurate reporting and system functionality.
• Maintain data integrity and consistency across the CRM platform by implementing data validation rules, managing duplicates, and conducting regular data audits.
• Review, configure, and deploy applications and managed packages from the Salesforce AppExchange, while maintaining system and user permissions to ensure optimal functionality and security.
• Provide support to internal CRM users by addressing ad-hoc needs such as troubleshooting issues, assisting with data imports/exports, and responding to queries in a timely and professional manner.
• Additionally, conduct training sessions and create documentation to educate users on CRM best practices and new features.
• Collaborate with stakeholders from various departments to gather requirements, understand business processes, and implement solutions that meet their needs, while proactively troubleshooting system configuration-related issues.
• Establish individual and CRM platform goals with the CRM Administration Team, determining strategies to achieve these goals and aligning them with product/service roadmaps.
• Stay current with industry trends and developments in CRM cloud computing to ensure the system remains cutting-edge.
• Leverage experience with Lightning User Interface usage, customization, and Lightning components (preferred).
• Maintain Trailhead badges and a history of ongoing learning (preferred) to demonstrate broad knowledge of Salesforce products and configurations.

Basic Requirements

• 1-3 years of experience in systems administration
• Strong analytical skills for effective problem-solving.
• Familiarity with Agile/SCRUM methodologies.
• Knowledge of database design principles and theories.
• Understanding of database management best practices.
• Proficiency in IT security best practices.
• Knowledge of Microsoft Power BI, Tableau, Qlik, or similar tools (preferred).
• Experience in data analysis or data stewardship (preferred).
• Commitment to servant leadership and a positive attitude.
• Excellent oral and written communication skills for user interaction and collaboration.
• Experience in financial industry is a plus, but not required

Benefits

• Health insurance
• Vision insurance
• Dental insurance
• 401k
• Paid time away
• Volunteer days