Hightower Advisors · 1 week ago
Salesforce Associate
Chicago, IL
Full-time
Hybrid
Entry Level
$70K/yr - $80K/yr
1+ years expHightower Advisors is a wealth management firm that provides investment and financial planning services. The Salesforce Associate supports the management and optimization of the Salesforce platform, ensuring data accuracy and enhancing CRM processes while collaborating with teams to improve the Salesforce environment.
Financial Services
No H1B
Responsibilities
Maintain Data Accuracy and Processes: Review and clean up data to ensure accuracy, completeness, and consistency within the Salesforce platform. Assist with data import, export, and transformation processes while maintaining data hygiene as a service standard
Perform Data Deduplication: Identify and merge duplicate records to maintain a clean database
Provide End-User Support: Address inquiries, troubleshoot issues, and assist with user adoption of Salesforce features
Develop Training Materials: Create and participate in training sessions to onboard new users and enhance their understanding of Salesforce
Generate Reports and Dashboards: Produce standard and ad-hoc reports and dashboards to support data-driven decision-making
Collaborate on Reporting Requirements: Work with team members to understand reporting needs and implement solutions
Identify Process Inefficiencies: Propose solutions to enhance the effectiveness of Salesforce use
Implement Automation and Customization: Work with senior team members to refine workflows through automation and customization
Support Minor Enhancements: Collaborate with administrators and developers on minor enhancements and customization projects
Conduct Data Analysis: Perform routine data analysis to identify trends, patterns, and opportunities for improvement
Ensure Data Quality: Conduct quality assurance checks to ensure data accuracy and consistency across modules
Document Processes: Maintain concise documentation of processes, procedures, and best practices related to Salesforce usage
Record Changes: Document any changes made to configurations, workflows, or processes for future reference
Qualification
Required
Bachelor's degree in a relevant field or equivalent work experience
1+ year of experience as a Salesforce Associate
Familiarity with the Salesforce CRM platform; Salesforce certification is a plus
Strong analytical mindset with the ability to perform data analysis and identify trends
Excellent communication skills to collaborate with teams and provide end-user support
Ability to configure Salesforce and implement minor enhancements
Ability to troubleshoot issues and propose effective solutions
Benefits
Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
Mother’s lounge onsite
Flexible PTO plan
Hybrid work schedule (minimum of 3 days in office)
Free brand-new gym in the Chicago office
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Company
Hightower Advisors
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations.
Founded in 2008Westport, Connecticut, USA
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Bob Oros
Chairman and Chief Executive Officer
Dan Watanapongse
CFO
Recent News
Institutional Investor
2025-10-07
Institutional Investor
2025-09-30
Company data provided by crunchbase