Salesforce FSC Associate (Contractor)

Colonial Group; Chicago (IL); Hybrid; USD 62,000 - 83,000; Full time

Benefits offered by this job

Hybrid work model

Competitive hourly pay

Job summary

Hightower, based in Chicago, seeks a Salesforce FSC Service Associate to manage Financial Service Cloud, ensure data accuracy, and enhance CRM processes. You will collaborate across teams, maintain data integrity, and contribute to continual Salesforce improvements.

You will own data quality, provide user support, develop reports, and drive automation while enabling user success and maintaining governance. This role offers in-office work with some remote days and a pay rate of $50/hour.

Qualifications

• Bachelor’s degree or equivalent work experience is required.
• Experience with Salesforce, specifically Financial Services Cloud, in an admin capacity.
• Strong analytical mindset with the ability to perform data analysis and identify trends; enterprise-level support and documentation skills are required.
• Excellent communication skills to collaborate with teams and provide end-user support.
• Ability to configure Salesforce and implement minor enhancements.
• Strong problem-solving skills to troubleshoot issues and propose effective solutions.

Responsibilities

• Own Salesforce Data Quality: maintain integrity, accuracy, and consistency of Salesforce data via governance, cleansing, imports/exports, deduplication, and QA activities.
• Deliver Exceptional User Support: act as a trusted Salesforce resource by resolving user issues, driving adoption, and guiding users to improve the overall experience with Financial Service Cloud.
• Develop Reporting & Business Insights: build and maintain reports, dashboards, and data analyses for actionable insights and informed decisions.
• Drive Process Improvement & Automation: identify opportunities to streamline workflows, improve efficiency, and support automation with Salesforce admins and developers.
• Enable User Success: create documentation, training materials, and onboarding resources to improve knowledge and adoption.
• Support Platform Enhancements: partner with stakeholders to gather requirements, implement minor enhancements, and optimize Salesforce capabilities.
• Maintain Documentation & Governance: document configurations, workflows, processes, and changes to ensure consistency and knowledge sharing.

Skills

Salesforce Data Quality

User Support

Reporting & Insights

Process Improvement

User Enablement

Platform Enhancements

Documentation & Governance

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

Financial Services Cloud

Job description

Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

Your Future Team

The Salesforce FSC Service Associate supports the management and optimization of our Financial Service Cloud, Salesforce platform, ensuring data accuracy and enhancing CRM processes. This role involves collaborating with teams, maintaining data integrity, and contributing to the continuous improvement of our Salesforce environment.

• Own Salesforce Data Quality: Maintain the integrity, accuracy, and consistency of Salesforce data through ongoing governance, cleansing, imports/exports, deduplication, and quality assurance activities.
• Deliver Exceptional User Support: Serve as a trusted Salesforce resource by resolving user issues, driving adoption, and providing timely guidance that enhances the overall user experience regarding Financial Service Cloud.
• Develop Reporting & Business Insights: Build and maintain reports, dashboards, and data analyses that provide actionable insights and enable informed business decisions.
• Drive Process Improvement & Automation: Identify opportunities to streamline workflows, improve operational efficiency, and support automation and platform enhancements alongside Salesforce administrators and developers.
• Enable User Success: Create documentation, training materials, and onboarding resources that improve user knowledge, increase platform adoption, and promote best practices.
• Support Platform Enhancements: Partner with cross-functional stakeholders to gather business requirements, implement minor enhancements, and continuously optimize Salesforce capabilities.
• Maintain Documentation & Governance: Document configurations, workflows, processes, and system changes to ensure operational consistency, knowledge sharing, and long-term platform sustainability.

What You’ll Bring:

• Educational Background: Bachelor’s degree in a relevant field or equivalent work experience.
• Salesforce Knowledge: Experience with Salesforce, specifically Financial Services Cloud, in an admin capacity.
• Analytical Skills: Strong analytical mindset with the ability to perform data analysis and identify trends. Enterprise-level support and documentation skills required.
• Communication Skills: Excellent communication skills to collaborate with teams and provide end-user support.
• Technical Proficiency: Ability to configure Salesforce and implement minor enhancements.
• Problem-Solving Skills: Ability to troubleshoot issues and propose effective solutions.

What We Offer

• In Office Monday- Thursday (Work from home on Fridays)
• Hourly compensation of $50 (exact compensation amount will be dependent on experience)

AN EQUAL OPPORTUNITY EMPLOYER:

Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.