Velocity Search Group
Salesforce Admin (Asset Management)
Velocity Search Group, New York, New York, us, 10261
Our client, an asset management firm located in NYC is currently hiring a Salesforce Administrator This is a hybrid position (3 days onsite). Qualified candidates should send their resume (Word Format) along with pay rate requirements to Daniel Midoneck, daniel@velocitysgi.com . This role sits on the CRM and Sales Enablement Team and is responsible for driving Sales and Marketing productivity by providing training, support, and continual enhancement to our global Salesforce.com instance and associated tools The team supports 600+ users across our global Institutional and Intermediary lines of business. We are seeking a Salesforce Admin to overall drive adoption and maintain support for the North American Intermediary channel, as well as to contribute to global CRM initiatives. The NA Intermediary line of business consists of 100+ salespersons across the United States, covering Broker Dealers/Wirehouses, Private Banks, Registered Investment Advisors (RIA), Subadvisory, and Retirement relationships. This is VP/VP role depending on experience. Experience in Wealth or Asset Management is a must have.
RESPONSIBILITIESServe as the primary channel administrator, handling all administrative functions including user maintenance, dashboards and reports, list views, layout updates, workflows, and other configuration tasksTrain new and existing users, as well as developing training curriculum, tools and collateral, and driving overall adoptionProvide support for channel users, investigating issues, and acting as a liaison between our users, vendors, and technology teams to coordinate resolutionsInterface with data teams on automatic data feeds into CRM, monitor feeds to ensure they are performing as expected, investigating cross system issues and coordinating resolution across teams, contributing to projects to improve integrations based on business needsConduct or coordinate mass data uploads and clean-ups on an as needed basisOwn relationships with super users and managers within the Intermediary channel, to understand the Intermediary sales processes and help identify opportunities where the Salesforce platform could enable teams to sell, cross sell, retain assets, and/or improve their efficiencyProvide business analyst expertise, identifying business needs, documenting requirements, working with IT and global CRM product owner to determine solutionsssist with the evaluation, scoping, configuration, testing, and release management for projects to meet channel needsQUALIFICATIONS
Understanding of and experience with the Asset Management industry, and specific understanding or experience with the NA Intermediary (Retail) distribution channelExperience with automated data feeds required; experience with DST, Broadridge, etc. preferredExperience with CRM Administration, 2+ years' experience with LightningCertifications (ADM201, ADM211) preferredExperience with building and delivering trainingStrong data management abilities, with data maintenance tool experience - Data Loader, DemandToolsExperience working in an agile project management environmentExcellent time-management, planning and organizational skillsHigh level of accuracy and attention to detailStrong written and verbal communication skillsSelf-starter with proven initiative and ability to work independently and as part of a broader teamExperience with business stakeholder management
Salary range 145-165k.
RESPONSIBILITIESServe as the primary channel administrator, handling all administrative functions including user maintenance, dashboards and reports, list views, layout updates, workflows, and other configuration tasksTrain new and existing users, as well as developing training curriculum, tools and collateral, and driving overall adoptionProvide support for channel users, investigating issues, and acting as a liaison between our users, vendors, and technology teams to coordinate resolutionsInterface with data teams on automatic data feeds into CRM, monitor feeds to ensure they are performing as expected, investigating cross system issues and coordinating resolution across teams, contributing to projects to improve integrations based on business needsConduct or coordinate mass data uploads and clean-ups on an as needed basisOwn relationships with super users and managers within the Intermediary channel, to understand the Intermediary sales processes and help identify opportunities where the Salesforce platform could enable teams to sell, cross sell, retain assets, and/or improve their efficiencyProvide business analyst expertise, identifying business needs, documenting requirements, working with IT and global CRM product owner to determine solutionsssist with the evaluation, scoping, configuration, testing, and release management for projects to meet channel needsQUALIFICATIONS
Understanding of and experience with the Asset Management industry, and specific understanding or experience with the NA Intermediary (Retail) distribution channelExperience with automated data feeds required; experience with DST, Broadridge, etc. preferredExperience with CRM Administration, 2+ years' experience with LightningCertifications (ADM201, ADM211) preferredExperience with building and delivering trainingStrong data management abilities, with data maintenance tool experience - Data Loader, DemandToolsExperience working in an agile project management environmentExcellent time-management, planning and organizational skillsHigh level of accuracy and attention to detailStrong written and verbal communication skillsSelf-starter with proven initiative and ability to work independently and as part of a broader teamExperience with business stakeholder management
Salary range 145-165k.