Salesforce Administrator

We are a rapidly growing RIA with over $8 billion in AUM focused on helping the growing number of retiring advisors with succession. We execute our strategy through a full-integration model by acquiring and scaling high-quality advisory firms throughout the US that are led by advisors looking to retire and transition their clients to Next Gen staff advisors. As we continue to scale, we are building a best-in-class finance organization to support growth, value creation, and long-term performance.

Own day-to-day administration, stability, and continuous improvement of Vest Gen’s Salesforce Financial Services Cloud (FSC) org. This role partners closely with Operations, Advisors, Client Service, Growth/BD, Compliance, and Technology to ensure Salesforce is reliable, secure, usable, and integrated into the broader Vest Gen ecosystem.

• Administer and enhance the Salesforce FSC org (configuration, metadata, security, and user experience) to support core workflows across the firm.
• Own user provisioning, role/profile/permission set strategy, license management, queue configuration, and ongoing access reviews.
• Maintain FSC data model components (e.g., Households, Individuals, Relationships, Financial Accounts, Assets/Liabilities, Interactions/Activities) and ensure configuration aligns to firm standards.
• Manage core admin functions:
  Lightning record pages, page layouts, fields, validation rules, flows, assignment rules, queues, approvals, email templates, reports/dashboards, and data-quality controls.

• Lead Salesforce release readiness: evaluate seasonal releases, sandbox testing, documentation, and deployment planning.
• Provide Tier 2/3 production support: troubleshoot issues, manage defects, coordinate with vendors/partners, and drive root-cause prevention.
• Maintain system availability and business continuity planning for CRM operations (backups, contingency plans, and incident response coordination).

• Serve as a liaison between business teams and technical resources—translate business requirements into Salesforce configuration solutions.
• Improve end-to-end processes for client onboarding, service requests, meeting/interaction tracking, advisor workflows, pipeline/BD, and operational task routing.

• Champion data governance – required fields, standard definitions, deduping strategy, house holding/relationship integrity, auditability, and lifecycle management.
• Partner with Compliance and Security to ensure controls for client data (PII), retention expectations, and appropriate monitoring/auditing.
• Document admin procedures and configuration standards so changes are repeatable and supportable.

Coordinate integrations between Salesforce and key systems, partnering with internal engineering and vendors as needed:

• Orion (accounts/registrations/households, service workflows, etc.)
• eMoney (planning context, household financial picture where applicable)
• Zocks (meeting notes/insights feeding CRM activities or summaries)
• Snowflake (data feeds for analytics and reporting)
• Support secure integration patterns (APIs, middleware/ETL, SFTP/file drops where applicable) and assist with issue triage and testing.

• Create and maintain training content, SOPs, and “how-to” documentation for end users.
• Run periodic enablement sessions and office hours; improve adoption by reducing clicks, automating routine work, and standardizing workflows.

• 4–7+ years of Salesforce administration experience (Lightning experience required; FSC preferred but not required).
• Demonstrated experience managing security/access at scale (profiles, permission sets, sharing, roles, groups, queues).
• Strong capability delivering solutions with declarative tools, especially Flow, validation rules, approval processes, and report/dashboard design.
• Experience supporting production environments with disciplined change management (sandboxes, testing, deployments, documentation).
• Strong analytical/problem-solving skills; able to…