Salesforce Administrator

Stratos Wealth Partners is a Registered Investment Advisor (RIA) based in Beachwood, Ohio, committed to providing comprehensive, support to our network of over 300 independent financial advisors. We strive to empower our advisors and support their independent practices with cutting-edge tools, technology, and resources. Position: Salesforce Administrator Job Summary We are seeking a highly skilled and experienced Salesforce Administrator to join our team. The ideal candidate will be responsible for the day-to-day configuration, support, maintenance, and improvement of our CRM platform. This role will collaborate with various departments to identify, develop, and deploy new business processes. Key Responsibilities • Salesforce Configuration and Customization: Manage the setup, configuration, and customization of Salesforce applications, including user roles, profiles, sharing rules, workflows, and reports. • System Maintenance: Perform regular system audits, prepare for upgrades, and ensure data integrity through the implementation of best practices and data management protocols. • Technical Support and Training: Provide technical support to users, troubleshoot issues, and deliver training sessions to ensure successful implementation and adoption of Salesforce features. • End-User Engagement: Work with both staff and advisor users to configure custom experiences, layouts and workflows that are both scalable and solve for the unique challenges of each user group. • Process Improvement: Work with stakeholders to streamline and optimize business processes within Salesforce to enhance efficiency and productivity. • Integration Management: Oversee the integration of Salesforce with other systems and third-party applications to ensure seamless data flow and functionality. • Documentation: Create and maintain comprehensive documentation for system configurations, processes, and training materials. • Education: Bachelor's degree in Computer Science, Information Technology, or related field. • Experience: Minimum 3 years of experience as a Salesforce Administrator, with a strong understanding of Salesforce best practices and functionality. • Certifications: Salesforce Administrator certification is highly desired; additional Salesforce certifications are a plus. • Technical Skills: Proficiency in Salesforce configuration, data management, and reporting tools. Experience with Apex and Visualforce is desirable. • Analytical Skills: Strong problem-solving abilities and excellent analytical skills to interpret complex business needs and translate them into effective Salesforce solutions. • Communication Skills: Excellent verbal and written communication skills, with the ability to effectively collaborate with cross-functional teams and provide user support. • Team Player: Ability to work independently and as part of a team, with a proactive attitude and a commitment to continuous improvement. Benefits • Competitive salary ($70,000 to $75,000) • Comprehensive health, dental, and vision insurance • Retirement savings plan with company match • Continuous learning and professional development opportunities • Flexible work environment and supportive team culture