161 applicants

Company

The Mather Group, LLC · 1 week ago

Senior Salesforce Administrator

United States

Full-time

Remote

Senior Level

5+ years exp

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Financial Services

Growth Opportunities

Hiring Manager

Rachel Reinhart, PHR

Insider Connection @The Mather Group, LLC

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Responsibilities

Serve as a primary contact for internal user support requests.

Engage with business stakeholders to gather and analyze requirements; propose solutions leveraging Salesforce functionality; translate approved solutions into actionable deliverables; ensure high levels of quality, accuracy, and process consistency.

Manage multiple projects simultaneously

Create and maintain reports and dashboards to meet management requirements and convey key performance indicators; import and export data; maintain data integrity create backups; manage Salesforce profiles, roles, permission sets, and public groups.

Provide quality assurance testing for solutions developed by team members.

Work with external systems to ensure integrations with Salesforce are maintained and provide consistent data feeds; leverage Salesforce's AppExchange to identify and implement pre-built solutions instead of building from scratch.

Provide ongoing user training; create training materials; onboard and offboard user accounts as needed; grant or revoke user access to specific data, folders, reports, and dashboards.

Collaborate with cross-functional teams and vendors to manage relationships and coordinate projects; participate in CRM migrations, including mapping objects and fields from existing CRMs to Salesforce and loading data.

Configure Objects, Fields, Layouts, Validation Rules, Flows, Custom Metadata, Sharing Settings, Assignment Rules, Approval Processes, Record Types, Apps, Actions, Mobile Administration, and custom settings; ensure all installed packages are up-to-date and relevant features are utilized to maximize value.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Salesforce administrationSalesforce configurationSalesforce customizationSalesforce Administrator CertificationData managementUser managementData integrationCRM migrationsDashboardsProject managementAppExchange Apps experienceChange Sets

Required

5+ years of experience with Salesforce administration, including configuration and customization, leveraging in-depth knowledge of Salesforce best practices

Strong problem-solving skills and ability to troubleshoot technical issues

Excellent communication skills and ability to engage with stakeholders at all levels

Proficient in creating and maintaining reports, dashboards, and other analytical tools.

Strong project management skills, with the ability to manage multiple projects and meet deadlines.

Strong understanding of Salesforce data management, security, and user management best practices.

Experience with deploying metadata between different environments utilizing Change Sets

Experience with data integration, CRM migrations, and managing external systems integrations

Ability to work independently and as part of a team in a fast-paced environment.

Preferred

Salesforce Administrator Certification

Experience with the following AppExchange Apps: Conga Orchestrate, Nintex DocGen, SMS Magic, Advisor360 (Agreement Express)

Company

The Mather Group, LLC

Glassdoor

3.9

The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive financial planning services with our clients’ best interests in mind.

Founded in 2011

Chicago, Illinois, USA

51-200 employees