Business Systems Administrator

Key Responsibilities

Salesforce & Business Systems Administration

Serve as a primary administrator for the firm's Salesforce environment, including fields, objects, permissions, reports, dashboards, and Salesforce Flows.
Troubleshoot Salesforce issues and support users across the organization.
Support the administration of Orion, DocuSign, Box, Jump AI, Schwab Advisor Center, Fidelity Wealthscape, Calendly, and other business applications.
Manage application access, permissions, configurations, and routine maintenance.
Coordinate with software vendors and the firm's third-party IT provider to resolve technical issues.

Automation & Process Improvement

Identify opportunities to improve manual or inefficient business processes through technology.
Design, build, test, and maintain Salesforce Flows and other workflow automations.
Assist with integrations and data movement between business applications.
Participate in system implementations, upgrades, testing, and technology projects.
Work with departments across the firm to understand business requirements and develop practical technology solutions.

Required

Bachelor's degree or equivalent professional experience.
Approximately 3-6 years of experience in Salesforce administration, business systems administration, or a related technology role.
Hands-on Salesforce administration experience, including Salesforce Flow.
Experience administering SaaS applications in a business environment.
Strong troubleshooting, analytical, communication, documentation, and organizational skills.
Ability to translate business requirements into practical technology solutions.