Join Richardson Wealth as a Salesforce Administrator specializing in configuration and user support. Utilize your skills to enhance our Salesforce Financial Services Cloud platform and drive operational success.
This role requires a passion for system optimization within a wealth management context. You will oversee user management, data integrity, and troubleshooting while collaborating with stakeholders on process improvements. Your contributions will ensure the efficient operation and maintenance of our Salesforce systems.
Key Responsibilities:
• Customize layouts, dashboards, and workflows in Salesforce
• Create and manage user roles and permissions
• Handle data management, ensuring consistency across the platform
• Conduct regular system troubleshooting and maintenance
• Collaborate on process enhancements within Salesforce
Requirements:
• 2-4 years of experience as a Salesforce Administrator
• Required Salesforce Administrator certification
• Pre...