SalesForce Administrator

Landing Point; New York; Hybrid; USD 69,000 - 96,000; Full time

Job summary

Landing Point is seeking an experienced Salesforce Administrator to optimize our Salesforce environment for portfolio managers, analysts, operations, and client services teams.

You will administer, secure, and tailor Salesforce using declarative tools, manage releases, provide end-user training, and collaborate with stakeholders to translate needs into solutions, while ensuring data integrity and regulatory compliance.

Qualifications

• 3+ years of Salesforce Admin experience in a regulated or complex enterprise environment.
• Active Salesforce Certified Administrator certification.
• Strong declarative configuration and security model knowledge.
• Experience with sandbox environments and deployment processes.
• Experience with reporting, dashboards, and data analysis.
• Bachelor's degree in Computer Science, Information Technology, Business, Finance, or related field (or equivalent professional experience).

Responsibilities

• Administer and maintain Salesforce environments to ensure optimal performance, security, and data integrity.
• Manage user provisioning, access controls, and security settings.
• Configure and customize Salesforce using declarative tools to meet business requirements.
• Monitor system performance, troubleshoot issues, and implement solutions.
• Support end-users through training, documentation, and technical assistance.
• Manage Salesforce release cycles, patches, and updates.
• Conduct regular audits of system usage, security settings, and data quality.
• Collaborate with stakeholders to gather requirements and translate them into Salesforce solutions.
• Create and maintain technical documentation and user training materials.
• Ensure compliance with firm policies and regulatory requirements.
• Support integration initiatives with other enterprise systems.
• Participate in incident management and root cause analysis.

Skills

Salesforce Admin

Declarative config

Security & access

Sandbox deployments

Reporting dashboards

Troubleshooting

Education

Bachelor's degree or equivalent

Salesforce Certified Administrator

Tools

Salesforce

Job description

Company Overview:

A leading global investment management firm is seeking an experienced Salesforce Administrator to enhance their Salesforce environment. This role supports the firm's strategic objectives by optimizing Salesforce for portfolio managers, analysts, operations, and client services teams.

Job Responsibilities:

• Administer and maintain Salesforce environments to ensure optimal performance, security, and data integrity
• Manage user provisioning, access controls, and security settings
• Configure and customize Salesforce using declarative tools to meet business requirements
• Monitor system performance, troubleshoot issues, and implement solutions
• Support end-users through training, documentation, and technical assistance
• Manage Salesforce release cycles, patches, and updates
• Conduct regular audits of system usage, security settings, and data quality
• Collaborate with stakeholders to gather requirements and translate them into Salesforce solutions
• Create and maintain technical documentation and user training materials
• Ensure compliance with firm policies and regulatory requirements
• Support integration initiatives with other enterprise systems
• Participate in incident management and root cause analysis

Qualifications:

• 3+ years of experience as a Salesforce Administrator in a regulated or complex enterprise environment
• Salesforce Certified Administrator certification (current and active)
• Proficiency in Salesforce configuration using declarative tools
• Deep understanding of Salesforce security model and user management
• Experience managing sandbox environments and deployment processes
• Strong analytical and troubleshooting skills
• Experience with Salesforce reporting, dashboarding, and data analysis
• Knowledge of financial services industry best practices and regulatory compliance requirements (preferred)
• Bachelor's degree in Computer Science, Information Technology, Business, Finance, or related field (or equivalent professional experience)

Compensation:

Pay Rate: $50 - $70/hr, DOE