Job description

A financial services organization is seeking a Salesforce Administrator to manage, support, and enhance its Salesforce environment. The Salesforce Administrator will oversee platform configuration, data quality, reporting, marketing automation, integrations, backup and recovery, and user support in a regulated environment.

The position combines hands-on Salesforce administration with business analysis and solution design, partnering with business and technical teams to translate requirements into scalable platform solutions.

Responsibilities

• Administer Salesforce users, profiles, roles, permission sets, security settings, page layouts, record types, and validation rules.
• Configure and maintain Salesforce Financial Services Cloud capabilities supporting banking and lending workflows.
• Evaluate, test, and deploy Salesforce releases and approved platform tools.
• Conduct system and data audits and prepare the platform for upgrades.
• Monitor data quality, perform deduplication, and maintain CRM data integrity.
• Design and maintain reports and dashboards using Analytics Studio.
• Administer Marketing Cloud Account Engagement, including campaigns, lead flows, scoring, and CRM data alignment.
• Maintain Salesforce backup and recovery processes, monitor backups, validate recoverability, and perform restore testing.
• Manage integrations and data movement between Salesforce and other business platforms.
• Monitor data loads, troubleshoot errors, and maintain supporting procedures.
• Gather and document business, functional, security, and technical requirements.
• Perform gap analysis and determine appropriate configuration, automation, light-code, or third-party solutions.
• Create process flows, data dictionaries, user stories, and acceptance criteria.
• Develop declarative automation using Salesforce Flows and validation rules.
• Coordinate user acceptance testing and support platform adoption.
• Apply security and least-privilege principles to protect sensitive information.
• Maintain documentation and auditability in alignment with applicable regulatory requirements.
• Provide Salesforce user support and training.

Required experience and skills

• Salesforce Certified Platform Administrator
• 2+ years of hands-on Salesforce administration experience
• Bachelor’s degree in Business, Information Systems, Computer Science, or a related field, or equivalent experience
• Experience creating reports and dashboards using Analytics Studio or comparable tools
• Experience administering Marketing Cloud Account Engagement or comparable marketing automation platforms
• Working knowledge of Salesforce Financial Services Cloud
• Experience managing data loads, integrations, and data quality issues
• Business analysis experience, including requirements gathering, process mapping, and user acceptance testing
• Experience with Salesforce Flows and declarative platform configuration
• Ability to read and understand basic Apex and Visualforce
• Working knowledge of SOQL and SOSL
• Familiarity with Salesforce backup and recovery solutions
• Exposure to cloud data platforms and API-based integrations
• Intermediate to advanced Excel skills and working knowledge of SQL
• Understanding of data privacy, security, compliance, and regulatory requirements in a financial services environment
• Strong written and verbal communication skills with the ability to work across business and technical audiences
• Strong organizational skills and the ability to manage multiple priorities independently

FAQs

1. What does a Salesforce Administrator do?

A Salesforce Administrator configures and maintains Salesforce to support business processes, users, data, and reporting requirements. The role typically includes user administration, security configuration, workflow automation, data management, troubleshooting, and ongoing platform improvements.

2. What Salesforce configuration tasks does an Administrator typically handle?

Administrators may configure objects, fields, page layouts, record types, validation rules, profiles, permission sets, dashboards, reports, and other platform features. They translate business requirements into maintainable Salesforce configurations while minimizing unnecessary customization.

3. How does a Salesforce Administrator manage users and access?

The Administrator manages user accounts, roles, profiles, permission sets, sharing settings, and other access controls. They ensure users have the appropriate permissions to perform their responsibilities while protecting sensitive Salesforce data.

4. How does a Salesforce Administrator maintain data quality?

Data quality is maintained through validation rules, duplicate management, standardized fields, data-cleaning processes, and regular data reviews. Administrators may also use imports, exports, reports, and data-management tools to identify and correct incomplete or inconsistent records.

5. How does Salesforce automation support business processes?

Administrators can automate repetitive processes using Salesforce Flow and other platform capabilities. Automation may support record updates, notifications, approvals, task creation, routing, and other business workflows while reducing manual effort.

6. How does a Salesforce Administrator create reports and dashboards?

Administrators build reports and dashboards that provide stakeholders with visibility into business performance and operational activity. They select appropriate objects, fields, filters, groupings, and calculations based on the questions users need the data to answer.

7. How does a Salesforce Administrator troubleshoot platform issues?

Troubleshooting may involve reviewing permissions, field configurations, automation, validation rules, record access, integration behavior, and error messages. Administrators isolate the source of an issue, test potential solutions, and document changes to reduce recurring problems.