Hightower · 1 month ago
Salesforce Associate
Hightower is a wealth management firm that provides investment, financial and retirement planning services. The Salesforce Associate supports the management and optimization of the Salesforce platform, ensuring data accuracy and enhancing CRM processes through collaboration, training, and reporting.
FurnitureManufacturingRetailWholesale
Responsibilities
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
Identify and merge duplicate records to maintain a clean database
Address inquiries, troubleshoot issues, and assist with user adoption of Salesforce features
Create and participate in training sessions to onboard new users and enhance their understanding of Salesforce
Produce standard and ad-hoc reports and dashboards to support data-driven decision-making
Work with team members to understand reporting needs and implement solutions
Propose solutions to enhance the effectiveness of Salesforce use
Work with senior team members to refine workflows through automation and customization
Collaborate with administrators and developers on minor enhancements and customization projects
Perform routine data analysis to identify trends, patterns, and opportunities for improvement
Conduct quality assurance checks to ensure data accuracy and consistency across modules
Maintain concise documentation of processes, procedures, and best practices related to Salesforce usage
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
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
Preferred
Salesforce certification is a plus
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
Hightower is a manufacturer and supplier of furniture and furnishing products for the technology, education, and hospitality sectors.
Funding
Current Stage
Growth StageRecent News
2025-06-02
2025-05-17
2025-05-17
Company data provided by crunchbase