Salesforce Administrator

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