Salesforce Administrator

Dynasty Financial Partners; Saint Petersburg (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Dynasty Financial Partners is hiring a Junior Salesforce Administrator to provide hands-on administration and support for the Dynasty CRM Platform. The role supports our Network Partners by ensuring optimal use of Salesforce across multiple client firms.

Ideal candidates have 1–3 years of Salesforce experience and a drive to expand skills in declarative development and automation. The position requires collaboration with cross-functional teams, data quality focus, and willingness to travel

Qualifications

• 1–3 years of hands-on Salesforce administration experience.
• Experience with Flow Builder, fields, page layouts, record types, and reports/dashboards.
• Experience managing user accounts, roles, profiles, and permissions in Salesforce.
• Bachelor's degree or equivalent experience.
• Proficiency in Microsoft 365, including Excel.
• Experience with large data sets, data cleanup and enrichment.

Responsibilities

• Perform user setup, deactivation, roles, profiles, permission sets, and public group management in Salesforce.
• Build and maintain Salesforce configuration changes, including automations, fields, layouts, record types, and validation rules.
• Create and maintain reports and dashboards to support business needs.
• Maintain data integrity across the platform with data cleaning and deduplication.
• Provide first-line troubleshooting and support via ticketing, email, or phone; escalate as needed.
• Assist with testing and rollout of Salesforce features and releases.
• Maintain documentation on Salesforce configurations, processes, and best practices.
• Coordinate with CRM and Support teams on cross-platform projects and improvements.

Skills

Salesforce administration

Data management

Communication

Attention to detail

Travel willing

Education

Bachelor's degree or equivalent

Salesforce Administrator Certification (plus)

Tools

Flow Builder

Reports & Dashboards

Salesforce configuration

Microsoft 365 (Excel)

Job description

Overview:

Dynasty Financial Partners is hiring a Junior Salesforce Administrator. This individual will provide hands-on administration and support for the Dynasty CRM Platform, helping our Network Partners get the most out of the technology that runs their business. This is a great opportunity for someone with 1-3 years of Salesforce administration experience who wants to grow their skills supporting a large, evolving CRM platform used across dozens of client firms.

Description

Dynasty Financial Partners is hiring a Junior Salesforce Administrator. This individual will provide hands-on administration and support for the Dynasty CRM Platform, helping our Network Partners get the most out of the technology that runs their business. This is a great opportunity for someone with 1-3 years of Salesforce administration experience who wants to grow their skills supporting a large, evolving CRM platform used across dozens of client firms.

Responsibilities

• Perform user setup, deactivation, roles, profiles, permission sets, and public group management across the Dynasty CRM Platform
• Build and maintain Salesforce configuration changes, including Flow Builder automations, fields, page layouts, record types, and validation rules
• Create and maintain reports and dashboards to support Network Partner business needs
• Maintain data integrity across the platform, including data cleaning, deduplication, and enrichment
• Provide first-line troubleshooting and support for Network Partner users via ticketing, email, or phone, escalating complex issues as needed
• Assist with testing and rollout of new Salesforce features, updates, and releases
• Maintain documentation on Salesforce configurations, processes, and best practices
• Coordinate with Dynasty's broader CRM and Support teams on cross-platform projects and process improvements

Requirements

• 1-3 years of hands-on Salesforce administration experience required
• Working knowledge of Salesforce configuration tools, including Flow Builder, fields, page layouts, record types, and reports/dashboards
• Experience managing user accounts, roles, profiles, and permissions in Salesforce
• Salesforce Administrator certification a plus, but not required
• Bachelor's degree or equivalent experience
• Proficiency in Microsoft 365, including intermediate or advanced knowledge of Excel
• Experience working with large data sets, including data cleanup and enrichment

Successful candidates will

• Demonstrate strong attention to detail and data accuracy across the platform
• Communicate clearly with non-technical users, translating Salesforce functionality into simple, actionable guidance
• Manage multiple tasks and requests across different Network Partner firms simultaneously
• Think proactively to identify configuration improvements and data quality issues before they become problems
• Be eager to expand their Salesforce skill set, including declarative development and automation
• Be willing and flexible to travel onsite to client offices nationwide as needed, approximately 20% of the time