Senior Salesforce & Business Systems Administrator

Destination Wealth Management; Walnut Creek (CA); Hybrid; USD 150,000 - 175,000; Full time

Benefits offered by this job

Hybrid work model

Health, dental, vision insurance

Retirement plan participation

Paid time off

Job summary

Destination Wealth Management is seeking a Business Systems Administrator to manage Salesforce and other core platforms, ensuring reliable systems, user support, and workflow automation. The role includes maintaining access controls, collaborating with vendors, and driving improvements across Orion, DocuSign, Box, and more.

The ideal candidate has 3–6 years of Salesforce admin experience, familiarity with wealth management tech, and a proactive, security-minded approach to technology solutions.

Qualifications

• Bachelor's degree or equivalent professional experience.

Responsibilities

• Serve as a primary administrator for the firm's Salesforce environment, including fields, objects, permissions, reports, dashboards, and Salesforce Flows.
• Troubleshoot Salesforce issues and support users across the organization.
• Support the administration of Orion, DocuSign, Box, Jump AI, Schwab Advisor Center, Fidelity Wealthscape, Calendly, and other business applications.
• Manage application access, permissions, configurations, and routine maintenance.
• Coordinate with software vendors and the firm's third-party IT provider to resolve technical issues.
• Identify opportunities to improve manual or inefficient business processes through technology.
• Design, build, test, and maintain Salesforce Flows and other workflow automations.
• Assist with integrations and data movement between business applications.
• Participate in system implementations, upgrades, testing, and technology projects.
• Work with departments across the firm to understand business requirements and develop practical technology solutions.
• Provide internal support and training for firm-managed business applications.
• Assist with employee technology onboarding and offboarding, access reviews, and application security controls.
• Support cybersecurity initiatives and technology risk assessments as needed.
• Maintain documentation for systems, integrations, workflows, and recurring administrative procedures.
• Support technology vendor management, due diligence, and business continuity planning for critical applications.

Skills

Salesforce administration

Business systems administration

SaaS applications

Education

Bachelor's degree or equivalent professional experience

Tools

Orion

DocuSign

Box

Jump AI

Schwab Advisor Center

Fidelity Wealthscape

Calendly

Job description

Destination Wealth Management is seeking a Business Systems Administrator to manage Salesforce and other core platforms, ensuring reliable systems, user support, and workflow automation. The role includes maintaining access controls, collaborating with vendors, and driving improvements across Orion, DocuSign, Box, and more.

The ideal candidate has 3–6 years of Salesforce admin experience, familiarity with wealth management tech, and a proactive, security-minded approach to technology solutions.