Salesforce Admin /Business Systems Analyst

1 Month ago • 5 Years +

Job Summary

Job Description

The Salesforce Administrator/Business Systems Analyst will manage and optimize the Salesforce instance, design and implement automations, build custom objects, and ensure data integrity. This role involves analyzing business processes, creating reports, and providing data-driven recommendations. The administrator will also develop training programs, create documentation, and provide technical support. This role is highly collaborative and requires strong cross-functional partnership skills.
Must have:
  • 5+ years of Salesforce Administrator experience.
  • Salesforce Administrator certification is required.
  • Experience in multiple clouds preferred (Sales, Service, Marketing, etc.).
  • Experience with Flow Builder and process automation tools.
  • Understanding of Salesforce best practices and declarative development.
  • Experience in process improvement and project management.
  • Excellence in stakeholder management and communication.
Good to have:
  • Proficiency in Salesforce reporting and dashboard creation.
  • Experience with Salesforce integrations and APIs.
  • Understanding of data management and governance principles.
  • Knowledge of SQL and data analysis techniques.
Perks:
  • Casual work atmosphere in a flexible working environment.
  • Team focused culture promoting innovation and ownership.
  • Access to cutting-edge investment reporting technology and expertise.
  • Defined and undefined career pathways allowing to grow your own way.
  • Competitive medical, dental, vision, and life insurance benefits.
  • Maternity and paternity leave.
  • Personal Time Off and Volunteer Time Off to give back to the community.
  • RSUs as well as employee stock purchase plan and 401k with match.
  • Work from anywhere 3 weeks out of the year.
  • Work from home Fridays

Job Details

We are seeking a highly skilled and strategic Salesforce Administrator to support our organization in optimizing business processes, driving operational efficiency, and maintaining our Salesforce ecosystem. This role is ideal for a detail-oriented, process-driven professional who excels in both technical administration and business analysis.

You will leverage your deep Salesforce expertise to develop innovative solutions, automate processes through Flow, and provide strategic insights to enhance our business operations. This role is highly collaborative and requires strong cross-functional partnership skills.

Key Responsibilities:

  • System Administration & Development

  • Manage and optimize Salesforce instance, including user administration, security, and customization

  • Design and implement Flow automations to improve business processes

  • Build and maintain custom objects, fields, page layouts, and validation rules

  • Ensure data integrity and manage integrations with third-party applications

  • Process Improvement & Analytics

  • Analyze current business processes and implement solutions to enhance efficiency

  • Create and maintain reports, dashboards, and analytics tools for stakeholder insights

  • Lead system enhancement initiatives and manage release cycles

  • Provide data-driven recommendations to improve business operations

  • Training & Support

  • Develop and deliver Salesforce training programs for end users

  • Create documentation for processes, policies, and system modifications

  • Provide technical support and troubleshooting for users

  • Act as a liaison between business units and IT for Salesforce-related matters

What You Bring:

  • 5+ years of experience as a Salesforce Administrator

  • Salesforce Administrator certification required, Advanced Administrator preferred

  • Experience in multiple clouds preferred (Sales, Service, Marketing, etc.)

  • Extensive experience with Flow Builder and process automation tools

  • Strong understanding of Salesforce best practices and declarative development

  • Proven experience in process improvement and project management

  • Excellence in stakeholder management and communication

Additional Technical Skills:

  • Proficiency in Salesforce reporting and dashboard creation

  • Experience with Salesforce integrations and APIs

  • Understanding of data management and governance principles

  • Knowledge of SQL and data analysis techniques

What we offer:

  • Business casual atmosphere in a flexible working environment 

  • Team focused culture that promotes innovation and ownership 

  • Access cutting edge investment reporting technology and expertise

  • Defined and undefined career pathways allowing you to grow your own way 

  • Competitive medical, dental, vision, and life insurance benefits

  • Maternity and paternity leave 

  • Personal Time Off and Volunteer Time Off to give back to the community

  • RSUs as well as employee stock purchase plan and 401k with match  

  • Work from anywhere 3 weeks out of the year 

  • Work from home Fridays

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About The Company

Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations.


Clearwater aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide.


For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients.


With global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., Clearwater sets the new global standard for investment portfolio reporting.

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