Salesforce FSC Associate (Contractor)

Hightower Advisors; Chicago (IL); Hybrid; USD 58,000 - 80,000; Full time

Benefits offered by this job

In Office M-Thu

Work from home on Fridays

Job summary

Hightower Advisors is seeking a Salesforce FSC Service Associate to manage data quality and optimize the Salesforce platform. You will collaborate with cross-functional teams to maintain data integrity, support users, and drive analytics that inform decision-making.

The role emphasizes governance, reporting, and gradual platform enhancements, with in-office days and remote work on Fridays. A Bachelor’s degree and Salesforce FSC experience are preferred.

Qualifications

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

Responsibilities

• Own Salesforce Data Quality: maintain integrity, accuracy, and consistency of data through governance, cleansing, imports/exports, deduplication, and quality assurance.
• Deliver Exceptional User Support: resolve user issues, drive adoption, and provide guidance to improve the user experience for Financial Service Cloud.
• Develop Reporting & Business Insights: build and maintain reports, dashboards, and analyses that provide actionable insights.
• Drive Process Improvement & Automation: identify opportunities to streamline workflows and support automation with admins and developers.
• Enable User Success: create documentation, training materials, and onboarding resources.
• Support Platform Enhancements: gather business requirements and implement minor enhancements with stakeholders.
• Maintain Documentation & Governance: document configurations and changes for consistency and sustainability.

Skills

Salesforce Admin

Analytical thinking

Communication

Problem solving

Technical skills

Data governance

Education

Bachelor's degree or equivalent

Tools

Salesforce

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.