Salesforce Administrator

3 days ago

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Addepar

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Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.

501 - 1000 employees

Founded 2013

💸 Finance

💳 Fintech

☁️ SaaS

💰 $130M Corporate Round on 2021-11

📋 Description

• Addepar is seeking a highly skilled and motivated Salesforce System Administrator to help manage and enhance our Salesforce instance as well as other supporting technologies. • The ideal candidate will have expertise in Salesforce administration, a solid understanding of APEX development, including Lightning Web Components (LWC), and experience with SOQL. • This role requires a proactive individual who can collaborate with cross-functional teams to ensure the platform meets business needs and supports organizational growth. • Utilize in-depth knowledge of the Salesforce platform, including Sales Cloud, Service Cloud, Revenue Cloud (CPQ) and other Salesforce products to implement robust solutions. • Stay current with the latest Salesforce features, and assist in the implementation of relevant updates. • Work with business stakeholders to gather requirements and confirm business goals and outcomes. • Work with Addepar’s Solution and Technical Architects to translate business requirements into detailed technical specifications and high-level design documents. • Be inquisitive! We are partners with the business. Ensure we are implementing the right solutions for the right problems. • Collaborate with business stakeholders, project managers, and development teams to ensure successful delivery of Salesforce projects. • Participate in build sprints performing both build activities and Quality Assurance testing • Create documentation for solutions as required by Addepar’s Center of Excellence • Ensure solutions are aligned with enterprise architecture standards and Salesforce capabilities. • Perform standard org maintenance tasks such as data loading, deduplication and other data quality tasks; user creation/ deactivation; territory assignments; minor metadata updates; etc. • Participate in QA and UAT sessions from both a planning and testing perspective. • Partner with the Sales Enablement team to provide training and support to end-users and other team members on Salesforce. • Act as a subject matter expert for Salesforce-related queries and issues.

🎯 Requirements

• BSc in Computer Science or demonstrated equivalent experience. • 5+ years of experience as a Salesforce Administrator. • Be familiar with the setup and maintenance of typical Salesforce metadata such as (but not limited to): • Object model and schema changes • Record types • Salesforce platform automation • Workflow Rules, Process Builders & Flows • Apps, page layouts, etc • Salesforce security model • Salesforce Development (APEX, Javascript library usage, Platform Event handing) • Certifications in the following subject matter areas are considered an asset: • Salesforce CPQ • Salesforce Admin/ Advanced Admin • Salesforce App Builder • Salesforce Experience Cloud Consultant • Platform Developer Level 1 • Salesforce Integration Architect • SAFe Certification, PMI-ACP or equivalent Agile based Certification to support our Project and Program approach • Strong problem-solving skills and attention to detail. • Excellent communication and interpersonal skills including the ability to present complex solutions to non-technical audiences. • Ability to work independently and as part of a team. • Eagerness to learn new technologies both on and off the Salesforce platform and how they integrate together. • Experience in the finance industry is highly desirable. • Exposure to any of the following technologies is also desirable • Certinia (FinancialForce) • Gearset • Ironclad CLM • Docusign • NetSuite • Databricks (including AI Agent) • Looker • ETL tools such as boomi, Informatica, Mulesoft etc.