YieldStreet
Salesforce Administrator
YieldStreet, New York, NY
About The Role
Yieldstreet is looking for a highly capable Salesforce Administrator to capitalize on the benefits offered by the CRM platform. The role will be focused on taking administrative ownership of Salesforce and supporting both business and technical teams with day to day Salesforce needs.
In this role, you will be responsible for performing general declarative Salesforce administrative duties, assisting with the ongoing development of Yieldstreet's instance, helping to deliver high-quality enhancements, and providing 1st tier support for business stakeholders across the company. You will work closely with the investments, investor relations, private client, operations, treasury and marketing teams who utilize this tool daily. The ideal candidate will be highly motivated, exceptionally organized, and an excellent communicator. They will also need to have strong salesforce technical skills with experience working in custom instances.
What you will do
Must Have
Nice to Have
About Yieldstreet
Yieldstreet is the leading private market investment platform. We believe that private market alternatives should be a fundamental part of your portfolio. That's why we're unlocking access to make it easier than ever to get started. We partner with top-tier investment managers to provide investors with a wide range of opportunities across real estate, venture capital, private equity, art, short term notes and more. All of our offerings are curated and vetted by our team to help investors diversify away from the stock market with confidence.
Why Yieldstreet?
Join a team of diverse, smart, and friendly people from 8 different countries who speak a total of 17 different languages who are on a mission to make alternative investments a fundamental part of the modern portfolio. Our team is comprised of successful entrepreneurs with combined exits of over $1B. We get social with each other during happy hours, exercise classes and team off sites! We are a hybrid work company giving you the opportunity to connect with your peers in real time with the flexibility to work remotely a few days per week.
What's in it for you:
Competitive compensation packages including equity
Health, dental & vision coverage with FSA/HSA options
Unlimited PTO
401k Match
Paid lunch once a week
Commuter benefit
Life insurance
Sabbatical
Summer Fridays
Compensation:
Yieldstreet is looking for a highly capable Salesforce Administrator to capitalize on the benefits offered by the CRM platform. The role will be focused on taking administrative ownership of Salesforce and supporting both business and technical teams with day to day Salesforce needs.
In this role, you will be responsible for performing general declarative Salesforce administrative duties, assisting with the ongoing development of Yieldstreet's instance, helping to deliver high-quality enhancements, and providing 1st tier support for business stakeholders across the company. You will work closely with the investments, investor relations, private client, operations, treasury and marketing teams who utilize this tool daily. The ideal candidate will be highly motivated, exceptionally organized, and an excellent communicator. They will also need to have strong salesforce technical skills with experience working in custom instances.
What you will do
- Take over day-to-day administrative responsibilities for Salesforce, working with business stakeholders to develop and manage the Salesforce platform and integrated systems
- Translate business requirements and objectives into solutions by utilizing Salesforce native declarative functionality
- Work closely with Yieldstreet's investments, investor relations, private client, operations, treasury and marketing teams to understand and build workflows and extend capabilities of Salesforce to support day to day operations of those teams
- Identify problems, develop ideas and propose solutions with Salesforce best practices in mind
- Responsible for user management and governance including onboarding, offboarding, profiles, roles, usage monitoring, etc.
- Manage and continue to build upon the existing custom objects, apps, fields, validation logic and automation that exist in the YS Salesforce today
- Monitor data storage and backups
- Respond to ad hoc requests from business and technical stakeholders
- Build and maintain reports and dashboards
- Use data tools to extract, transform and load data as well as migrate data when necessary
- Provide training, guidance, clarification, and feedback on technical solutions to team members less familiar with Salesforce
Must Have
- BS or above in a business or technology related field
- Strong (5+ years) experience with SFDC Administration and troubleshooting
- Strong experience working across multiple functional areas (operations, finance, marketing)
- Strong experience with salesforce declarative automation tools (using Process builder and Flow)
- Deep understanding of data migration processes and experience with Data loader and other data management tools
- Strong analytical skills and ability to develops solution to problems independently and through facilitated team discussions
- Comfort in working in a fast-paced environment with moving targets and changing priorities
Nice to Have
- Salesforce Administrator or Advanced Administrator Certified
- Familiarity with salesforce custom development (Apex, VisualForce, SOQL, LWC, and Triggers)
- Familiarity with modern front end web standards and frameworks (JS, HTML, CSS)
- Familiarity with financial services, alternative investments or Fintech
About Yieldstreet
Yieldstreet is the leading private market investment platform. We believe that private market alternatives should be a fundamental part of your portfolio. That's why we're unlocking access to make it easier than ever to get started. We partner with top-tier investment managers to provide investors with a wide range of opportunities across real estate, venture capital, private equity, art, short term notes and more. All of our offerings are curated and vetted by our team to help investors diversify away from the stock market with confidence.
Why Yieldstreet?
Join a team of diverse, smart, and friendly people from 8 different countries who speak a total of 17 different languages who are on a mission to make alternative investments a fundamental part of the modern portfolio. Our team is comprised of successful entrepreneurs with combined exits of over $1B. We get social with each other during happy hours, exercise classes and team off sites! We are a hybrid work company giving you the opportunity to connect with your peers in real time with the flexibility to work remotely a few days per week.
What's in it for you:
Competitive compensation packages including equity
Health, dental & vision coverage with FSA/HSA options
Unlimited PTO
401k Match
Paid lunch once a week
Commuter benefit
Life insurance
Sabbatical
Summer Fridays
Compensation:
- HIRING SALARY RANGE: $100,000+ (Actual salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data.) Compensation package also includes generous, bonus, benefits and equity.