Salesforce System Administrator
New York, NY 10002 US
Salesforce System Administrator (Financial Services Cloud Focus)
We are seeking a skilled Salesforce System Administrator with expertise in Financial Services Cloud (FSC) and a strong background in Financial Services and/or Wealth Management is preferred.
As a Salesforce System Admin, you will play a crucial role in supporting, configuring, and maintaining our Salesforce platform, with a specific focus on implementing and optimizing Financial Services Cloud to meet the unique needs of our wealth management operations.
- Salesforce Administration: Administer, configure, and maintain the Salesforce platform, including user management, security settings, profiles, and roles. Build flows from the ground up (complex flows) Customize and enhance the Financial Services Cloud (FSC) to support wealth management processes, including client onboarding, investment management, portfolio tracking, and reporting
- Financial Services Cloud (FSC) Implementation:
- Collaborate with business stakeholders to understand and analyze wealth management requirements and translate them into Salesforce configurations and customizations using FSC.
- Configure FSC features such as Relationship Maps, Household Management, Client Goals, Financial Accounts, and Financial Services Console to align with wealth management processes and workflows.
- Implement and optimize FSC components like Advisor Workspaces, Einstein Analytics, Lightning Pages, and Lightning Flows to enhance user productivity and provide actionable insights
- Process Improvement and Documentation:
- Continuously evaluate existing processes and workflows to identify opportunities for automation, streamlining, and enhancing efficiency.
- Document system configurations, workflows, and customizations to maintain an up-to-date repository of Salesforce-related information.
- Stay updated with the latest Salesforce releases, features, and industry trends to recommend and implement improvements and best practices.
- Bachelor's degree in Computer Science, Information Systems, Business Administration, or a related field.
- Proven experience as a Salesforce System Administrator (at least 5 years), with a focus on Financial Services Cloud
- Experience implementing and customizing Financial Services Cloud (FSC) features and components.
- Familiarity with wealth management processes, including client onboarding, investment management, and reporting.
- Proficiency in Salesforce configuration, Lightning App Builder, Process Builder, and Flow Builder.