Salesforce Administrator - Please no third parties

Curate Partners LLC; Tewksbury (MA); On-site; USD 80,000 - 120,000; Full time

Job summary

Curate Partners LLC is seeking an onsite Salesforce FSC administrator in Tewksbury, MA, for a contract-to-hire role supporting retail, lending, and digital banking workflows. You will manage users, security, data quality, and integrations while coordinating with business units.

The candidate must be a Green Card holder or US citizen and available to work five days a week at Headquarters in Tewksbury. Banking experience is preferred.

Qualifications

• Bachelor's degree in Business, Information Systems, Computer Science, or a related field (equivalent experience considered)
• 2+ years of hands-on Salesforce administration experience, ideally in banking or financial services
• Proficient with report writing and dashboards creation (Analytics Studio or comparable) and administering marketing automation (Marketing Cloud Account Engagement or comparable)
• Working knowledge managing data loads/integrations and troubleshooting data-quality issues
• Demonstrated business-analysis skills: requirements gathering, process mapping, and UAT
• Excellent communication skills, able to translate between business and technical audiences
• Extremely organized, ability to multi-task, prioritize, and adapt to change
• Must be willing and able to report to Headquarters in Tewksbury five full days a week

Responsibilities

• Administer the day-to-day Salesforce FSC environment: users, profiles, roles, permission sets, security, page layouts, record types, and validation rules
• Configure and maintain FSC-specific capabilities to support retail, lending, and relationship-banking workflows
• Evaluate, test, and deploy Salesforce releases and AppExchange tools; perform regular system audits and prepare for upgrades
• Maintain data integrity through routine audits, deduplication, and data-quality monitoring
• Design and maintain reports and dashboards in Analytics Studio to track KPIs and support executive and branch-level decision-making
• Administer Marketing Cloud Account Engagement for marketing automation - managing lead flows, campaigns, scoring, and alignment between marketing and CRM data
• Ensure clean, accurate CRM data feeds the Bank's broader Business Intelligence and executive reporting
• Administer and maintain the Bank's Salesforce backup and recovery solution; monitor backup jobs, verify data recoverability, and perform periodic restore testing
• Serve as the administrator and steward for key integrations between Salesforce and the Bank's core banking, loan origination, mortgage, digital banking, and telephony platforms
• Manage current data-load processes, monitor and resolve data-load errors, and maintain documented procedures
• Partner with business units (Retail, Lending, Marketing, Risk/BSA, IT) to gather, analyze, and document requirements and translate them into scalable solutions
• Perform gap analysis to determine configuration vs. light code vs. third-party tools; create process flow diagrams, data dictionaries, and user stories with acceptance criteria
• Build and enhance declarative automation (Flows, validation rules); read and understand basic Apex and SOQL/SOSL to collaborate on more complex solutions
• Coordinate user acceptance testing (UAT) and manage change and adoption
• Apply a security-first, least-privilege approach to protect customer information in a regulated banking environment
• Maintain auditability, documentation, and retention practices aligned to regulatory requirements; support vendor due-diligence activities
• Provide user support and training; build and champion a super-user network to drive adoption

Skills

Salesforce administration

Analytics Studio

Marketing Cloud Account Engagement

Data quality & loads

Apex / SOQL

Communication

Education

Bachelor's degree in related field

Tools

OwnBackup

APIs

SQL

Visualforce

Salesforce FSC

Job description

This is an onsite, Tewksbury, contract to hire position.

Candidate MUST be Green Card or US Citizen

PLEASE NO THIRD PARTIES

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Administer the day-to-day Salesforce FSC environment: users, profiles, roles, permission sets, security, page layouts, record types, and validation rules
• Configure and maintain FSC-specific capabilities to support retail, lending, and relationship-banking workflows
• Evaluate, test, and deploy Salesforce releases and AppExchange tools; perform regular system audits and prepare for upgrades
• Maintain data integrity through routine audits, deduplication, and data-quality monitoring

Analytics, Reporting, and Marketing Automation

• Design and maintain reports and dashboards in Analytics Studio to track KPIs and support executive and branch-level decision-making
• Administer Marketing Cloud Account Engagement for marketing automation - managing lead flows, campaigns, scoring, and alignment between marketing and CRM data
• Ensure clean, accurate CRM data feeds the Bank's broader Business Intelligence and executive reporting

Platform Backup and Resiliency

• Administer and maintain the Bank's Salesforce backup and recovery solution; monitor backup jobs, verify data recoverability, and perform periodic restore testing
• Ensure backup and retention practices align with the Bank's business continuity, disaster-recovery, and regulatory requirements

Integrations and Data Movement

• Serve as the administrator and steward for key integrations between Salesforce and the Bank's core banking, loan origination, mortgage, digital banking, and telephony platforms
• Manage current data-load processes, monitor and resolve data-load errors, and maintain documented procedures

Business Analysis and Solution Design

• Partner with business units (Retail, Lending, Marketing, Risk/BSA, IT) to gather, analyze, and document requirements and translate them into scalable solutions
• Perform gap analysis to determine configuration vs. light code vs. third-party tools; create process flow diagrams, data dictionaries, and user stories with acceptance criteria
• Build and enhance declarative automation (Flows, validation rules); read and understand basic Apex and SOQL/SOSL to collaborate on more complex solutions
• Coordinate user acceptance testing (UAT) and manage change and adoption

Compliance, Security, and Support

• Apply a security-first, least-privilege approach to protect customer information in a regulated banking environment
• Maintain auditability, documentation, and retention practices aligned to regulatory requirements; support vendor due-diligence activities
• Provide user support and training; build and champion a super-user network to drive adoption

Please note this job description is not designed to cover a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change over time.

REQUIREMENTS

• Bachelor's degree in Business, Information Systems, Computer Science, or a related field (equivalent experience considered)
• 2+ years of hands-on Salesforce administration experience, ideally in banking or financial services
• Proficient with report writing and dashboards creation (Analytics Studio or comparable) and administering marketing automation (Marketing Cloud Account Engagement or comparable)
• Working knowledge managing data loads/integrations and troubleshooting data-quality issues
• Demonstrated business-analysis skills: requirements gathering, process mapping, and UAT
• Excellent communication skills, able to translate between business and technical audiences
• Extremely organized, ability to multi-task, prioritize, and adapt to change
• High degree of initiative, dependability, and ability to work independently
• Must be willing and able to report to Headquarters in Tewksbury five full days a week

Preferred

• Working knowledge of Salesforce Financial Services Cloud (FSC)
• Familiarity administering a Salesforce backup/recovery solution (e.g., OwnBackup or comparable)
• Exposure with cloud data platforms and building/integrating data via APIs
• Ability to read basic Apex/Visualforce and use SOQL/SOSL
• Strong data skills: intermediate-to-advanced Excel and working knowledge of SQL
• Knowledge of banking regulations, data privacy, and compliance practices