Altruist · 6 hours ago
Salesforce Architect, Customer Operations
Los Angeles, CA
Full-time
Hybrid
Senior Level, Lead/Staff
$124K/yr - $170K/yr
10+ years expAltruist is transforming the wealth management industry by building an AI platform for wealth professionals. They are seeking a Salesforce Architect to own the design and delivery of high-impact projects across their Sales, Customer Support, and Operations teams.
Asset ManagementFinancial ServicesFinTech
Responsibilities
Own all aspects of our Salesforce instance by acting as the principal architect and primary administrator
Implement best-practice deployment procedures to increase data, permissions, and automation accuracy
Work closely with team members to ensure day-to-day system operations are covered and executed at a high caliber
Manage our agile, sprint-based development operation, ensuring maximum capacities are being utilised and deadlines are being met
Build, maintain, debug, and enhance custom Salesforce integrations (Apex, APIs, middleware) to ensure accurate, reliable, and scalable data flows across critical business systems
Help design and execute data model implementations; conduct data migrations
Refine and optimize the customer experience by implementing revisions to our community site, in-app widgets, telephony system, and other channels
Build technical documentation to map and define our data model, integrations, automation, and other system components
Implement innovative solutions and power continuous improvement to drive operational excellence across Sales, CS, and Operations
Proficiently capture and strategically manage all business-critical data, facilitating streamlined extraction of insights for enhanced business decision-making and superior outcomes
Build and maintain reporting and dashboards
Ensure Salesforce is secure and compliant at all times
Bring creative solutions to a broad range of operational challenges
Embody the core values of Altruist and our mission
Qualification
Required
10+ years as a Salesforce administrator; 5+ years as the primary administrator and architect; Certified Salesforce Administrator
5+ years administering a Service Cloud instance
Experience working on custom integrations through Apex triggers and APIs
Experience leading development sprints from Jira
Experience manipulating and migrating large-scale datasets
Advanced Excel skills, with a focus on skills needed to conduct data migrations
Proven track record of working with systems to measurably increase team productivity and/or customer outcomes
Comfortable working through ambiguity to provide effective solutions in a fast-paced, hyper-growth environment
Demonstrated commitment to proactively improve and refine system, data management, and reporting skills
Team player attitude; low ego; able and willing to pivot quickly and wear multiple hats
Preferred
Experience administering Service Cloud Voice via Amazon Connect is a plus
Benefits
A hybrid work schedule for most positions to promote strong, in-person collaboration.
Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
Competitive pay and equity for eligible positions.
Premium healthcare, dental, and vision insurance plans (HMO and PPO).
401k savings plan with a 4% match and immediate vesting.
16 week paid parental leave.
Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
One month work from anywhere policy (with the exception of a few countries).
Company
Altruist
Altruist is a modern custodian that offers a digital investment platform for financial advisors to manage their clients' investments.
51-200 employees
H1B Sponsorship
Altruist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (27)
2024 (17)
2023 (9)
2022 (20)
2021 (6)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
$601.5MKey Investors
GICICONIQ GrowthInsight Partners
2025-04-22Series F· $152M
2024-05-02Series E· $169M
2023-04-10Series D· $112M
Leadership Team
Jason Wenk
Founder / CEO
Marc Greenberg
Chief Financial Officer
Recent News
2026-01-11
thesaasnews.com
2025-12-22
Company data provided by crunchbase