Salesforce Administrator

Salesforce Admin / Wealth Tech Firm / St. Pete

This Jobot Job is hosted by: Katrina McFillin
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $110,000 - $135,000 per year

A bit about us:

We help entrepreneurial financial advisors build and grow independent wealth management firms. Our team provides the technology, investment solutions, and business support that allow advisors to focus on their clients. As we expand, we’re looking for curious, proactive people who want to grow with us and take ownership of meaningful work.

Why join us?

Gain hands-on experience with an evolving Salesforce platform supporting dozens of advisory firms.

Expand your skills in automation, configuration, reporting, and data management.

Work alongside CRM and support teams on projects that improve the user experience.

Join a growing business that values initiative, adaptability, and a client-focused mindset.

Base + Bonus + 401(k) match + unlimited PTO + premium health, dental, and vision insurance

Job Details

You’ll help keep our Salesforce platform accurate, reliable, and easy to use. From troubleshooting user questions to improving workflows, you’ll combine technical problem-solving with patient, clear communication.

What You’ll Do
Manage user accounts, roles, profiles, and permissions.

Build and maintain Salesforce flows, fields, page layouts, record types, and validation rules.

Create reports and dashboards that help advisory teams run their businesses.

Improve data quality through cleanup, deduplication, and enrichment.

Provide first-line user support, escalating more complex issues when needed.

Help test and roll out platform updates, maintain documentation, and identify process improvements.

What You Bring
1–3 years of hands-on Salesforce administration experience.

Working knowledge of Flow Builder, Salesforce configuration, reporting, and user permissions.

Experience working with large datasets and maintaining data accuracy.

Clear communication skills and a helpful, practical approach to supporting nontechnical users.

Strong organization, attention to detail, and a willingness to keep learning.

A bachelor’s degree or equivalent experience, plus proficiency in Microsoft 365 and Excel.

Willingness to travel to client offices nationwide approximately 20% of the time.

Salesforce Administrator certification is a plus, not a requirement.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

<sub>Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy</sub>