Salesforce Administrator

Salesforce Admin (No Developer) –

Location:

Plano TX – W2 Position – Visa: USC/GC/H1 Transfer

Salesforce Admin responsible for user management, data management, customization, process automation, security and compliance, reporting, integration, documentation, training, stakeholder collaboration, and system health within FSC (Financial Services Cloud).

• User Management:
  Create and manage user accounts, roles, profiles, permission sets, and access controls. Provide support and training to end-users in the financial domain.
• Data Management:
  Import, export, and maintain clean, consistent, and accurate client data. Handle data deduplication, data integrity checks, and regular data audits.
• Customization & Configuration:
  Customize FSC-specific components such as Financial Accounts, Goals, Assets, and Liabilities. Configure page layouts, record types, custom fields, validation rules, and workflows to meet business needs.
• Process Automation:
  Create and maintain automation using Process Builder, Flows, and Approval Processes. Automate tasks for financial advisors, relationship managers, and service agents.
• Security & Compliance:
  Ensure data security and compliance with industry regulations such as FINRA, SEC, and GDPR. Implement and monitor field-level security and encryption where required.
• Reports and Dashboards:
  Develop and manage custom reports and dashboards for performance tracking and compliance. Create visual insights into client portfolios, financial goals, and engagement metrics.
• Integration & Support:
  Work with APIs and App Exchange products to integrate with banking, wealth management, or insurance systems. Provide support during FSC upgrades, patch releases, and app installations.
• Documentation & Training:
  Maintain system documentation, SOPs, and training materials tailored to financial users. Conduct onboarding and refresher training for users across various financial departments.
• Stakeholder
  
  Collaboration:
  
  Liaise with wealth managers, compliance teams, and IT stakeholders to gather and refine business requirements. Translate financial business needs into Salesforce capabilities and best practices.
• System Health & Maintenance:
  Perform regular health checks, sandbox refreshes, and data backups. Stay updated on Salesforce releases and recommend relevant FSC enhancements.