Velocity Search Group · 5 months ago
Salesforce Administrator (Private Wealth)
New York, NY
Full-time, Contract
Hybrid
Mid Level
$130K/yr - $130K/yr
3+ years expVelocity Search Group is seeking a Salesforce Administrator for an asset management firm located in NYC. The role focuses on enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying gaps, and implementing effective solutions in partnership with end users and technology teams.
Information TechnologyRecruitingStaffing Agency
No H1B
Responsibilities
Develop a deep understanding of the Private Wealth business and processes; identify pain points and gaps, and opportunities to improve the sales experience
Provide business analyst expertise, identifying business needs, documenting requirements, working with Global Technology and the Head of Sales Enablement to determine solutions
Partner with stakeholders to gather feedback and prioritize enhancements based on user needs and business value
Measure and report on user adoption, engagement, and process improvements to demonstrate the impact of CRM initiatives
Assist with the business case development, including estimation of costs & benefits of a given initiative, and the scoping, configuration, testing, and release management for projects to meet channel needs
Train new and existing users, as well as developing training curriculum, tools and collateral, and driving overall adoption
Provide support for channel users, investigating issues, and acting as a liaison between our users, vendors, and technology teams to coordinate resolutions
Serve as the primary channel administrator, handling all administrative functions including user maintenance, dashboards and reports, list views, layout updates, flows, and other configuration tasks
Collaborate with data teams to oversee automatic data feeds into CRM; monitor system performance, investigate cross-system issues, and coordinate resolutions while contributing to integration improvement projects as needed
Conduct or coordinate mass data uploads and clean-ups on an as needed basis, in coordination with Global Technology
Qualification
Required
Bachelor's degree in economics, finance, or business administration, preferred
3+ years' experience with Salesforce Administration; experience with Financial Services Cloud a plus
Experience within Asset Management and/or Private Wealth Industry highly preferred
Experience with building and delivering Salesforce training
Strong data management abilities, with data maintenance tool experience - Data Loader, DemandTools
CRM product or project management experience is desired
Experience with other sales enablement tools, including Seismic, and tools for process mapping and design such as Miro, Figma, Visio, etc. are a plus
Self-starter with proven initiative and ability to work independently and as part of a broader team
Strong written and verbal communication skills
Certifications (Salesforce ADM201, ADM211) would be a plus
Company
Velocity Search Group
Velocity Search Group is an executive search and placement firm that provides hiring solutions to clients and job seekers.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Daniel Midoneck
Chief Executive Officer
Company data provided by crunchbase