We are seeking a detail-oriented and proactive Salesforce Administrator to join our technology team, reporting directly to the Director of Salesforce. This role will be instrumental in supporting and enhancing our Salesforce Financial Services Cloud platform, which serves as the backbone of our client relationship management and business operations.
Requirements
- 2+ years of hands-on Salesforce administration experience
- Proficiency with Flow Builder and process automation
- Proficiency with AI tools (experience Vibe Coding is a plus)
- Basic Apex and Lightning Web Component knowledge is a plus
- Experience with Financial Service Cloud and/or Person Accounts preferred
- Experience with data management tools (Data Loader, Excel, CSV manipulation)
- Basic understanding of SOQL for reporting and list views
- Familiarity with integration concepts and APIs
- Experience with agile project management methodologies
- Familiarity with UX/UI concepts and how to optimize the Salesforce UX
- Salesforce Certifications are a plus (Certified Admin or Platform App Builder preferred)
- Excellent problem-solving and analytical abilities
- Strong verbal & written technical communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Self-motivated with ability to work independently and as part of a team
- Committed to a culture of compliance
- Exhibits the Capital Investment Advisors five core values in everything they do
Benefits
- Paid Time Off
- 401k Matching