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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