Salesforce Administrator

United States

St. Petersburg, Florida, United States

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

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

Salesforce Administrator certification a plus, but not required

Languages

Salesforce Administrator

Description

Overview

Responsibilities

Requirements

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