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Dynasty Financial Partners, LLC

Salesforce Administrator

Dynasty Financial Partners, LLC St. Petersburg, Florida, United States

Financial Services · 51-200 employees

8 h ago
salesforce Mid (2-5 yrs) Full-time United States
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About the role

The Salesforce Administrator will manage user accounts, roles, and permissions while building and maintaining configuration changes like Flow Builder automations. They will also provide first-line support to users, maintain data integrity, and create reports to support business needs.

What they look for

Salesforce Administration Flow Builder CRM Platform Management Data Integrity Reporting Dashboard Creation User Management Troubleshooting Microsoft 365 Excel Data Cleaning Deduplication Technical Support Documentation Automation

Requirements

Candidates must have 1-3 years of hands-on Salesforce administration experience and a bachelor's degree or equivalent. Proficiency in Microsoft 365 and experience with large data sets are required, while a Salesforce Administrator certification is considered a plus.

Full description

Description

Overview:

Dynasty Financial Partners is hiring a Junior Salesforce Administrator. This individual will provide hands-on administration and support for the Dynasty CRM Platform, helping our Network Partners get the most out of the technology that runs their business. This is a great opportunity for someone with 1-3 years of Salesforce administration experience who wants to grow their skills supporting a large, evolving CRM platform used across dozens of client firms.

Responsibilities:

  • Perform user setup, deactivation, roles, profiles, permission sets, and public group management across the Dynasty CRM Platform
  • Build and maintain Salesforce configuration changes, including Flow Builder automations, fields, page layouts, record types, and validation rules
  • Create and maintain reports and dashboards to support Network Partner business needs
  • Maintain data integrity across the platform, including data cleaning, deduplication, and enrichment
  • Provide first-line troubleshooting and support for Network Partner users via ticketing, email, or phone, escalating complex issues as needed
  • Assist with testing and rollout of new Salesforce features, updates, and releases
  • Maintain documentation on Salesforce configurations, processes, and best practices
  • Coordinate with Dynasty's broader CRM and Support teams on cross-platform projects and process improvements

Requirements

  • 1-3 years of hands-on Salesforce administration experience required
  • Working knowledge of Salesforce configuration tools, including Flow Builder, fields, page layouts, record types, and reports/dashboards
  • Experience managing user accounts, roles, profiles, and permissions in Salesforce
  • Salesforce Administrator certification a plus, but not required
  • Bachelor's degree or equivalent experience
  • Proficiency in Microsoft 365, including intermediate or advanced knowledge of Excel
  • Experience working with large data sets, including data cleanup and enrichment

Successful candidates will:

  • Demonstrate strong attention to detail and data accuracy across the platform
  • Communicate clearly with non-technical users, translating Salesforce functionality into simple, actionable guidance
  • Manage multiple tasks and requests across different Network Partner firms simultaneously
  • Think proactively to identify configuration improvements and data quality issues before they become problems
  • Be eager to expand their Salesforce skill set, including declarative development and automation
  • Be willing and flexible to travel onsite to client offices nationwide as needed, approximately 20% of the time

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