Helping Financial Advisors and Wealth Managers incorporate alternative strategies at scale. Helping Asset Managers open new lanes of distribution.
About the role
iCapital is looking for a Salesforce Administrator to take hands-on ownership of the Salesforce estate, spanning multiple organizations supporting the Distribution, Enterprise, Structured Investments, and Data Solutions teams. Working alongside a close-knit team to drive platform stability, data quality, and commercial capability, this is a role for someone comfortable walking into complexity, assessing it clearly, and building solutions that last.
What they're looking for
- 5-7+ years of hands-on Salesforce Admin experience
- Bachelor’s degree or equivalent experience in a related field
- Salesforce Administrator certification is required, Salesforce Advanced Administrator certification is a plus
- Experience with Salesforce Data Cloud, Agentforce, Marketing Cloud or integrated platforms such as HubSpot, Cvent, or Tableau is strongly preferred
- Experience working across multiple Salesforce orgs, including environments with limited existing documentation
- Familiar with financial services, fintech, or alternative investments is a plus
More about this role
iCapital is looking for a Salesforce Administrator to take hands-on ownership of the Salesforce estate, spanning multiple organizations supporting the Distribution, Enterprise, Structured Investments, and Data Solutions teams. Working alongside a close-knit team to drive platform stability, data quality, and commercial capability, this is a role for someone comfortable walking into complexity, assessing it clearly, and building solutions that last.
- Support daily Salesforce operations, including user requests, ticket resolution, and stakeholder communication.
- Lead the assessment, documentation, and enhancement of Salesforce configuration across multiple organizations including environments where formal ownership is being established.
- Gather and translate business requirements into scalable, user-friendly solutions.
- Configure standard Salesforce tools such as Flows, approval processes, reports and dashboards.
- Manage user and license administration (i.e. setup and deactivation, roles, profiles, permission sets, sharing rules).
- Partner with an external delivery partner and progressively take ownership of complex configuration and build work as internal capability scales.
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