CRM Administrator

Job Description:

The CRM Administrator is a certified Salesforce expert who directly and actively performs day-to-day management of the Salesforce platform, ensuring a seamless experience for our users and alignment with evolving business needs. They will ensure security, availability, performance, and delivery, as well as support the resolution of end-user questions and issues.

Roles & Responsibilities

User Support & Access Management

• Manager user accounts, profiles, roles, permission sets and sharing
• Support onboarding/offboarding, including license and access provisioning
• Respond and resolve to end-user support questions and issues, act as the main point of contact for operations teams into CRM technology team
• Assist in the configuration and troubleshooting of Reports & Dashboards

Platform Support & Maintenance

• Monitor system performance, health, security and data integrity
• Perform regular audits and maintenance (e.g. limits, license usage, critical updates, security updates, release updates)

Release & Environment Management

• Provision and manage developer sandboxes, perform scheduled refreshes of partial and full-copy sandboxes
• Own the data available in sandboxes, performing mass updates and supporting data requirements for UAT and integration testing
• Oversee the pipeline, coordinating deployment of changes, unit test execution and code coverage
• Perform deployments and installations requiring manual configuration (e.g. platform settings, custom settings, installed packages, AppExchange products)
• Support the implementation and optimization of CI/CD and source control

Security and Compliance

• Maintain data security and compliance with GDPR, SEC, and FINRA regulations
• Support configuration and management of Salesforce Shield (Field Audit Trail, Platform Encryption, Event Monitoring)
• Enforce a compliant Salesforce security model via role hierarchy, org-wide defaults and sharing

Years of Experience

• 2-4 years of Software Development or CRM Administration experience preferred
• 2-4 years of Salesforce experience preferred

Qualifications

• Bachelor’s degree in computer science, Mathematics, Statistics, or related engineering field required.
• Salesforce certifications preferred: Salesforce Administrator, Advanced Administrator

Special Requirements

• Good to have prior experience of working in Finance domain (Investment bank, Asset Management firm, Hedge Fund).
• Good to have exposure to large scale distributed applications and customer data platforms, e.g. Snowflake, Hive

Core Values

• Strong interpersonal, oral, and written communication and collaboration skills with all levels of management
• Strong organizational skills including the ability to adapt to shifting priorities and meet frequent deadlines,
• Demonstrated proactive approach to problem-solving with strong judgment and decision-making capability.
• Highly resourceful and collaborative team-player, with the ability to also be independently effective and exude initiative and a sense of urgency.
• Exemplifies our customer-focused, action-oriented, results-driven culture.
• Forward looking thinker, who actively seeks opportunities, has a desire for continuous learning, and proposes solutions.
• Ability to act with discretion and maintain complete confidentiality.
• Dedicated to the firm’s values of non-negotiable integrity, valuing our people, exceeding client expectations, and embracing intellectual curiosity and rigor.