Lead Salesforce Administrator

Hace 1 semana

Heredia, Costa Rica Acuity Analytics Jornada completa
Lead Salesforce Administrator – Financial Asset Management. The Role We are seeking a seasoned and detail-oriented Salesforce Administrator to join our Technology & Operations team. In this role, you will serve as the primary owner and steward of our Salesforce platform, ensuring it is optimally configured, maintained, and aligned with the firm's business objectives. You will partner closely with Relationship Managers, Compliance Officers, Portfolio Analysts, and senior leadership to support day-to-day CRM operations and drive continuous platform improvements — without heavy coding or custom development. Required Skills & Experience
• Experience 5+ years of Salesforce Administration experience
• Salesforce Products: Sales Cloud, Service Cloud, Financial Services Cloud (FSC)
• Admin Tools: Flow Builder, Process Builder, Validation Rules, Approval Processes
• Data Tools: Salesforce Data Loader, Excel/CSV data management
• Reporting: Salesforce Reports & Dashboards, basic Einstein Analytics
• Collaboration Tools: JIRA, Confluence, Microsoft 365, Slack
• Certifications Salesforce Certified Administrator, Advanced Administrator
• Bachelor's degree in Business, Information Systems, Finance, or a related fields Preffered Skills & Experience
• Hands-on experience with Salesforce Financial Services Cloud (FSC) in a wealth management or asset management setting
• Familiarity with financial concepts: AUM, client segmentation, RIA workflows, KYC/AML processes
• Exposure to AppExchange products commonly used in financial services (e.g., Docusign, nCino, Practifi)
• Understanding of SEC, FINRA, MiFID II, or other financial regulatory frameworks
• Prior experience in a buy-side firm, RIA, hedge fund, or private equity environment
• Additional certifications such as Salesforce Platform App Builder or FSC Accreditation are a strong plus Key Responsabilties
• Customize standard and custom objects, fields, page layouts, and record types
• Create workflows, validation rules, automation (Flow, Process Builder)
• Manage dashboards and reports for business insights
• Manage users, roles, profiles, and permissions
• Provide onboarding, training, and support to users
• Troubleshoot user issues and system errors
• Ensure data access aligns with security policies
• Perform data imports, exports, and cleanup
• Maintain data quality (duplicate management, validation)
• Ensure data integrity and consistency across systems
• Monitor system performance and usage
• Test new features in sandbox environments before deployment
• Manage backups and data recovery strategies
• Build reports and dashboards for stakeholders
• Analyze data trends and provide actionable insights
• Support decision-making with accurate metrics
• Work with sales, marketing, and service teams to gather requirements
• Implement new Salesforce features and improvements