StepStone Group
Salesforce Administrator
Charlotte | Orlando
Sponsorship not specifiedDetected 13 days ago
Project ManagementSalesforceCRMResearchCommunicationCollaborationProblem SolvingTime ManagementMentoringAdaptabilityMicrosoft Office
About the role
- We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
- The Salesforce Administrator will work within the Global CRM team and collaborate with internal and external stakeholders to support Salesforce and related solutions. The Salesforce Administrator is expected to perform the fundamental job functions outlined below.
Responsibilities
- The Salesforce Administrator will work within the Global CRM team and collaborate with internal and external stakeholders to support Salesforce and related solutions.
- The Salesforce Administrator is expected to perform the fundamental job functions outlined below.
- Create, update and offboard Salesforce Users, ensuring access to Salesforce is limited to those who should have access, that access is limited to what is needed, and that access is terminated once no longer needed
- Perform quarterly audit of Salesforce Users to check for Active status, title changes, department changes, etc., making any needed updates to keep Salesforce user information up-to-date.
- Support data hygiene efforts, including monitoring duplicate data and, in conjunction with users, resolving duplicate issues, proactively suggesting ideas to prevent data errors, and loading and cleaning data, as needed
- Create declarative solutions to address routine business needs, including Quick Actions, Email Alerts, and Flows, solution should include documentation kept on file that outlines the business request and the solution
- Manage User Profiles, ensuring each profile follows the principle of least-privilege access, as well as Permission Sets, Permission Set Groups, and licenses from Managed Packages
- Support other Salesforce team initiatives
Requirements
- Experience with enterprise integration tools and extract, transform, and load tools
- 2 years of Salesforce Administration experience
- Experience in Salesforce declarative tools, including Salesforce Flows
- Ability to work independently with minimal supervision
- Ability to prioritize and work under tight deadlines
- Required Knowledge, Skills, and Abilities
- Candidates must be at least 18 years old to apply.
Nice to have
- Bachelor's Degree in Computer Science, Software Engineering, Information Management, Finance or equivalent preferred
Benefits
- Monitor the Salesforce Org Health by running quarterly Health Check and Optimizer reports, review report findings, research as needed to suggest solutions for increasing the overall health of the Org
Company info
- We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors.
Visa & Work Authorization
- portunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender exp
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