Salesforce Analyst FSC — Data & Automation Specialist

Automatic Data Processing, Inc.; Plano (TX); Hybrid; USD 80,000 - 120,000; Full time

Job summary

Retirement Planners of America (RPOA) is seeking an experienced Salesforce Analyst to manage and optimize our Salesforce platform, with emphasis on Financial Services Cloud (FSC). The role supports system integration efforts and day-to-day operations to ensure data integrity and system efficiency.

The ideal candidate has FSC experience, strong business acumen, and the ability to translate requirements into Salesforce solutions.

Qualifications

• Experience as a Salesforce Analyst, with FSC experience preferred.
• Familiarity with integration tools like Microsoft Power Automate or ETL processes.
• Salesforce Administrator certification is a plus.
• Experience with Tableau for data visualization is a plus.
• Strong problem-solving skills and attention to detail.
• Excellent communication skills to convey data-driven insights effectively.
• Applicants must be authorized to work in the United States without sponsorship.
• This is a hybrid role, Monday through Friday. Your schedule for working in the office and remotely will be set by your manager.

Responsibilities

• Administer and maintain Salesforce, including user management, permissions, and data integrity.
• Troubleshoot and resolve day-to-day issues with reports, fields, and workflows.
• Support the implementation of new Salesforce features and updates.
• Collaborate with the Director of Data to optimize Salesforce usage across the organization.
• Develop and maintain integration maps to define data flows and relationships between connected systems.
• Collaborate with departmental teams to optimize Salesforce workflows and ensure seamless data integration.
• Validate and reconcile data across integrated systems to ensure accuracy.
• Identify opportunities for automation between systems and implement solutions to streamline business processes.

Skills

Salesforce FSC experience

Power Automate

ETL processes

Tableau

Salesforce Admin certification

Communication

Problem solving

Authorized to work in the US without s

Tools

Power Automate

ETL tools

Tableau

Job description

Retirement Planners of America (RPOA) is seeking an experienced Salesforce Analyst to manage and optimize our Salesforce platform, with emphasis on Financial Services Cloud (FSC). The role supports system integration efforts and day-to-day operations to ensure data integrity and system efficiency.

The ideal candidate has FSC experience, strong business acumen, and the ability to translate requirements into Salesforce solutions.