Description
iCapital is looking for a Salesforce Administrator to take hands-on ownership of the Salesforce estate, spanning multiple organizations supporting the Distribution, Enterprise, Structured Investments, and Data Solutions teams.
Responsibilities:
- Support daily Salesforce operations, including user requests, ticket resolution, and stakeholder communication.
- Lead the 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 (i.e. setup and deactivation, roles, profiles, permission sets, sharing rules).
- Partner with an external delivery partner 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 as needed.
Qualifications:
- 5-7+ years of hands-on Salesforce Admin experience
- Bachelor’s degree or equivalent experience in a related field
- Salesforce Administrator certification is 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 is strongly preferred
- Experience working across multiple Salesforce orgs, including environments with limited existing documentation
- Familiar with financial services, fintech, or alternative investments is a plus
- Excellent written and verbal communication skills with attention to detail
- Able to document processes and contribute to internal knowledge management
- Comfortable working independently while collaborating across teams
Benefits: The base salary range for this role is $90,000 to $110,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).