Fisher Investments
Salesforce Administrator
Fisher Investments, Camas, Washington, United States, 98607
OverviewAre you looking to join a global technology department that is invested in how technology impacts our growing business? Do you enjoy being a part of a technology team that develops strategic solutions and supports new technology implementations? If so, we want to hear from you!
The Opportunity:
Our Technology Department is seeking a mid-level Salesforce Administrator. You will be an important partner to the business; provide ongoing support of the Salesforce platform and managing its evolution to meet the business' needs. You will report to a CRM Application Development Team Leader.
The Day-To-Day:
Oversee various Salesforce initiatives from beginning to end, ensuring implemented solutions effectively meet business needs
Independently administer Salesforce instances including roles, profiles, sharing rules, workflows and groups
Maintain and customize Financial Services Cloud, Sales Cloud and Service Cloud applications
Build custom reports, dashboards, and workflows
Manage operational requests and reporting including customer analysis and individual views, and troubleshoot issues
Develop training materials and provide training and support to SalesForce.com end-users
Maintain database for integrity and accuracy including cleansing and duplicate record management
Manage all sales related technical resources and migration of data into Salesforce
Evaluate new releases of Salesforce to determine functionality requirements and provide detailed information on how changes will apply to all affected departments/users
Your Qualifications:
4+ years of experience as a Salesforce Administrator
Salesforce Administrator certification required
Experience administrating Salesforce Financial Services Cloud
Demonstrated skills using process builder, sharing rules, workflow, formulas, and report and dashboard building
Perform as a member of a team and work with internal clients
Perform off-hours and weekend production support
Compensation:
$95,000 - $150,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
Eligible for a discretionary bonus based on firm and individual performance
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
$10,000 fertility, hormonal health and family-forming benefit
Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
The Opportunity:
Our Technology Department is seeking a mid-level Salesforce Administrator. You will be an important partner to the business; provide ongoing support of the Salesforce platform and managing its evolution to meet the business' needs. You will report to a CRM Application Development Team Leader.
The Day-To-Day:
Oversee various Salesforce initiatives from beginning to end, ensuring implemented solutions effectively meet business needs
Independently administer Salesforce instances including roles, profiles, sharing rules, workflows and groups
Maintain and customize Financial Services Cloud, Sales Cloud and Service Cloud applications
Build custom reports, dashboards, and workflows
Manage operational requests and reporting including customer analysis and individual views, and troubleshoot issues
Develop training materials and provide training and support to SalesForce.com end-users
Maintain database for integrity and accuracy including cleansing and duplicate record management
Manage all sales related technical resources and migration of data into Salesforce
Evaluate new releases of Salesforce to determine functionality requirements and provide detailed information on how changes will apply to all affected departments/users
Your Qualifications:
4+ years of experience as a Salesforce Administrator
Salesforce Administrator certification required
Experience administrating Salesforce Financial Services Cloud
Demonstrated skills using process builder, sharing rules, workflow, formulas, and report and dashboard building
Perform as a member of a team and work with internal clients
Perform off-hours and weekend production support
Compensation:
$95,000 - $150,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
Eligible for a discretionary bonus based on firm and individual performance
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
$10,000 fertility, hormonal health and family-forming benefit
Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER