Capital Investment Advisors · 1 day ago
Salesforce Administrator
Atlanta, GA
Full-time
Hybrid
Entry, Mid Level
2+ years expCapital Investment Advisors (CIA) is a fee-only financial advisory and portfolio management firm headquartered in Atlanta. They are seeking a detail-oriented and proactive Salesforce Administrator to support and enhance their Salesforce Financial Services Cloud platform, focusing on user support, process automation, and collaboration with business users.
ConsultingFinanceFinancial ServicesSmall and Medium Businesses
Responsibilities
Closely collaborate with the Director of Salesforce to maintain and optimize our Salesforce Financial Services Cloud environment
Manage user accounts, profiles, roles, permission sets, and security settings
Provide timely user support for Salesforce-related issues and questions
Resolve user support requests using Salesforce best practices
Partner with business users to understand business challenges and propose technology solutions
Design, build, and maintain Flows to automate business processes
Use AI-coding tools to deliver more customized solutions
Support integrations with Box, FormAssembly, HubSpot, Black Diamond, Calendly, and other business applications
Use search engines and AI tools to answer questions, increase efficiencies, and learn new skills
Demo new features and bug fixes to non-technical users
Build training material and deliver training to CIA’s Salesforce users as needed
Create and maintain organized documentation for all processes and features
Collaborate on a growing agile team that will soon support a Snowflake data warehouse and several AI initiatives
Maintain an innovation mindset and a willingness to learn new technical skills both in and beyond the Salesforce platform
Qualification
Required
2+ years of hands-on Salesforce administration experience
Proficiency with Flow Builder and process automation
Proficiency with AI tools (experience Vibe Coding is a plus)
Basic Apex and Lightning Web Component knowledge is a plus
Experience with Financial Service Cloud and/or Person Accounts preferred
Experience with data management tools (Data Loader, Excel, CSV manipulation)
Basic understanding of SOQL for reporting and list views
Familiarity with integration concepts and APIs
Experience with agile project management methodologies
Familiarity with UX/UI concepts and how to optimize the Salesforce UX
Salesforce Certifications are a plus (Certified Admin or Platform App Builder preferred)
Excellent problem-solving and analytical abilities
Strong verbal & written technical communication skills
Ability to manage multiple priorities in a fast-paced environment
Self-motivated with ability to work independently and as part of a team
Committed to a culture of compliance
Exhibits the Capital Investment Advisors five core values in everything they do
Preferred
Experience with Financial Service Cloud and/or Person Accounts preferred
Salesforce Certifications are a plus (Certified Admin or Platform App Builder preferred)
Company
Capital Investment Advisors
Capital Investment Advisors is a financial advisor offering Income portfolio management, retirement and investment tax planning.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Michael Reiner
CEO
Mitch Reiner
Managing Partner and Senior Investment Advisor
Recent News
Washington Business Journal
2025-03-25
Washington Business Journal
2025-02-19
Company data provided by crunchbase