OVERVIEW
Senior Salesforce Administrator
Location: Remote
About Alera Group
Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.
Why Join Alera Group?
Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization.
Make an impact – Help individuals, families, and businesses achieve financial confidence through trusted advice and personalized solutions.
The Opportunity
At Alera Group, our Wealth & Financial Services team helps individuals, families, and businesses pursue their financial goals through personalized planning, investment strategies, retirement planning, and wealth management solutions. As a Senior Salesforce Administrator, you'll build trusted relationships, provide exceptional service, and help clients make informed financial decisions with confidence.
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
QUALIFICATIONS
Required Qualifications
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
Preferred Qualifications
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
Compensation
Salary Range: $130,000– $150,000 annually
Benefits
Eligible colleagues enjoy a comprehensive benefits package including:
Medical, dental, and vision insurance
Life and disability coverage
401(k)
Generous paid time off
Professional development and career growth opportunities
ADDITIONAL INFORMATION
Work Arrangement
This position is Remote
Remote: This role is primarily remote.
Hybrid: This role combines in-office and remote work based on business needs and manager expectations.
In-Office: This role requires regular on-site attendance at the designated office location.
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.
Location Type
Remote