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Elevation Point · 1 day ago

Client Relationship Management Administrator

United States

Full-time

Remote

Mid Level

$115K/yr - $125K/yr

3+ years exp

Elevation Point is a company focused on enhancing client relationships through effective CRM solutions. They are seeking a CRM Administrator to manage their Salesforce-based CRM environment, drive process automation, and collaborate with stakeholders to improve productivity and system functionality.

FinanceFinancial ServicesWealth Management

Responsibilities

Serve as the primary system administrator for the Salesforce‑based CRM platform

Perform core administrative functions including user account maintenance, reports and dashboards, workflows, approval processes, and other routine tasks

Manage the review, development and completion of new development requests

Recommend and design system enhancements that improve the user experience and support company objectives

Identify opportunities to expand system capabilities and support additional business processes

Stay informed on upcoming Salesforce releases and provide recommendations to optimize functionality and productivity

Improve operational efficiency through business process automation and system optimization

Troubleshoot and resolve user issues in a timely and effective manner

Qualification

Salesforce Administrator certificationSalesforce Developer certificationSalesforce platform expertiseClient relationship managementBusiness process automationAnalytical thinkingMicrosoft Office SuiteCommunication skillsOrganizational skillsTeam collaboration

Required

Bachelor's degree in finance, Business Administration, Economics, or a related field

3–5 years of experience in client services, relationship management, or financial operations within a wealth management or financial services firm

Salesforce Administrator and Developer certifications (ADX201 and ADX211) or a willingness to obtain certification upon hire

Demonstrated ability to design and implement new processes and drive user adoption

Strong understanding of the Salesforce platform, including the ability to build custom apps, objects, formula fields, process flows, and other components required by the business

Strong communication and interpersonal skills with a client-centric approach

Proficiency in Microsoft Office Suite is required

Excellent organizational skills and attention to detail

Ability to manage multiple priorities and work effectively in a fast-paced, team-oriented environment

Strong understanding of complex data structures and business processes

Exceptional analytical and conceptual thinking skills

Ability to translate technical requirements into clear, non‑technical business language

Effective time‑management skills with the ability to set priorities and meet deadlines

Excellent verbal and written communication skills

Ability to work collaboratively within a team while maintaining a positive, solutions‑oriented approach

Self‑motivated with the ability to work independently

Proficiency with Microsoft Office Suite, Salesforce/Practifi, Addepar, and other business applications to support process improvement