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[Remote] Salesforce Administrator

Work from home Full-time role Hiring

Note: The job is a remote job and is open to candidates in USA. Osaic, Inc. is seeking a Salesforce Administrator to build, maintain, and support an exceptional internal CRM system for employees and customers. The role requires proficiency in data management and user support, ensuring the CRM system operates effectively and meets the needs of various stakeholders.

Responsibilities

  • Perform basic Salesforce organization maintenance, including but not limited to: Flows and Approvals, creating/editing Permission Sets, Profiles/Page Layouts, Roles configuration, and Group/Queue management
  • Build and deliver custom reports and dashboards using standard objects, custom objects, combinations of multiple objects, and custom report types to provide actionable insights for users
  • Demonstrate a strong understanding of data filtering logic and Salesforce field types to ensure accurate reporting and system functionality
  • Maintain data integrity and consistency across the CRM platform by implementing data validation rules, managing duplicates, and conducting regular data audits
  • Review, configure, and deploy applications and managed packages from the Salesforce AppExchange, while maintaining system and user permissions to ensure optimal functionality and security
  • Provide support to internal CRM users by addressing ad-hoc needs such as troubleshooting issues, assisting with data imports/exports, and responding to queries in a timely and professional manner. Additionally, conduct training sessions and create documentation to educate users on CRM best practices and new features
  • Collaborate with stakeholders from various departments to gather requirements, understand business processes, and implement solutions that meet their needs, while proactively troubleshooting system configuration-related issues
  • Establish individual and CRM platform goals with the CRM Administration Team, determining strategies to achieve these goals and aligning them with product/service roadmaps
  • Stay current with industry trends and developments in CRM cloud computing to ensure the system remains cutting-edge
  • Leverage experience with Lightning User Interface usage, customization, and Lightning components (preferred)
  • Maintain Trailhead badges and a history of ongoing learning (preferred) to demonstrate broad knowledge of Salesforce products and configurations

Skills

  • 1-3 years of experience in systems administration
  • Strong analytical skills for effective problem-solving
  • Familiarity with Agile/SCRUM methodologies
  • Knowledge of database design principles and theories
  • Understanding of database management best practices
  • Proficiency in IT security best practices
  • Commitment to servant leadership and a positive attitude
  • Excellent oral and written communication skills for user interaction and collaboration
  • Salesforce Lightning experience or demonstrated understanding
  • Bachelor's degree in a relevant discipline preferred; Associate's Degree or H.S. Diploma or GED certificate + Significant Practical Experience will be considered
  • Salesforce Administrator certification or equivalent experience is preferred
  • Leverage experience with Lightning User Interface usage, customization, and Lightning components (preferred)
  • Maintain Trailhead badges and a history of ongoing learning (preferred) to demonstrate broad knowledge of Salesforce products and configurations
  • Knowledge of Microsoft Power BI, Tableau, Qlik, or similar tools (preferred)
  • Experience in data analysis or data stewardship (preferred)

Benefits

  • Health, vision, dental insurance
  • 401k
  • Paid time away
  • Volunteer days

Company Overview

  • Ladenburg Thalmann Financial Services Inc. is a full service financial company committed to meeting the diverse and changing needs It is a sub-organization of Osaic. It was founded in 1876, and is headquartered in Miami, Florida, USA, with a workforce of 51-200 employees. Its website is http://ladenburg.com.
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