Note: The job is a remote job and is open to candidates in USA. Alera Group is hiring a Senior Salesforce Administrator for its Wealth & Financial Services team. The role administers and optimizes Salesforce Financial Services Cloud, manages platform configuration and data governance, and partners with stakeholders to deliver scalable solutions, support users, and improve platform performance.
Responsibilities
- Administer and optimize Salesforce Financial Services Cloud to support business operations, data management, and user experience
- Manage platform configuration, including data models, automation, security settings, user access, reporting, and dashboards
- Partner with business leaders and stakeholders to gather requirements, improve processes, and deliver scalable Salesforce solutions
- Support system enhancements, releases, testing, and deployments to ensure reliable and efficient platform performance
- Collaborate with internal teams and external partners to manage integrations across business-critical systems and applications
- Establish and maintain data governance standards, ensuring data quality, consistency, security, and regulatory compliance
- Drive user adoption through training, documentation, support, and ongoing process improvement initiatives
- Monitor platform performance, identify opportunities for optimization, and recommend enhancements that support business objectives
Skills
- Bachelor's degree in Information Technology, Business, Computer Science, or a related field, or equivalent experience
- 5+ years of Salesforce administration experience, including at least 2 years supporting Salesforce Financial Services Cloud
- Strong knowledge of Salesforce Flow, security and sharing architecture, reporting, dashboards, and data model design
- Experience with data migration, data governance, deduplication, and data quality management
- Working knowledge of APIs, integrations, and troubleshooting connected systems
- Experience supporting Salesforce development, sandbox management, testing, and deployment processes
- Strong analytical, problem-solving, and project management skills
- Excellent verbal and written communication skills with the ability to collaborate effectively across all levels of the organization
- Salesforce Administrator or Advanced Administrator Certification
- Salesforce Financial Services Cloud Accredited Professional Certification
- Platform App Builder, Platform Developer I, Integration Architecture Designer, or related Salesforce certifications
- Experience supporting multi-org Salesforce environments or consolidation initiatives
- Familiarity with financial services industry regulations, including FINRA and SEC recordkeeping requirements
- Experience with Salesforce Shield, Field Audit Trail, or other advanced security and compliance tools
Benefits
- Medical, dental, and vision insurance
- Life and disability coverage
- 401(k)
- Generous paid time off
- Professional development and career growth opportunities
- This role is primarily remote.
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