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Salary: USD 90,000 - 110,000 / annual
iCapital is seeking a Salesforce Administrator to own and manage the Salesforce estate across multiple organizations supporting Distribution, Enterprise, Structured Investments, and Data Solutions teams. This is a hands-on role focused on platform stability, data quality, and commercial capability.
Key Responsibilities:
- Support daily Salesforce operations including user requests, ticket resolution, and stakeholder communication
- Lead assessment, documentation, and enhancement of Salesforce configuration across multiple organizations, including environments where formal ownership is being established
- Gather and translate business requirements into scalable, user-friendly solutions
- Configure standard Salesforce tools such as Flows, approval processes, reports, and dashboards
- Manage user and license administration (setup, deactivation, roles, profiles, permission sets, sharing rules)
- Partner with external delivery partners and progressively take ownership of complex configuration and build work as internal capability scales
- Maintain and manage sandbox environments for testing and deployment
- Collaborate with teams using integrated platforms
- Troubleshoot and fix bugs as needed
- Monitor Salesforce releases and recommend relevant platform improvements
- Communicate platform updates and provide user training
Work Environment:
Employees work in the office Monday-Thursday with flexibility to work remotely on Friday.
Requirements:
- 5-7+ years of hands-on Salesforce Admin experience
- Bachelor's degree or equivalent experience in a related field
- Salesforce Administrator certification required; Salesforce Advanced Administrator certification is a plus
- Experience with Salesforce Data Cloud, Agentforce, Marketing Cloud, or integrated platforms such as HubSpot, Cvent, or Tableau strongly preferred
- Experience working across multiple Salesforce orgs, including environments with limited existing documentation
- Familiarity with financial services, fintech, or alternative investments is a plus
- Excellent written and verbal communication skills with attention to detail
- Ability to document processes and contribute to internal knowledge management
- Comfortable working independently while collaborating across teams
