Salesforce Platform Operations & Enablement Specialist
Core
Senior Salesforce administrator responsible for platform operations, configuration, data quality, and user adoption for Wealth Management solutions.
Role type
Senior IC Salesforce Platform Operations & Enablement Specialist
Builds
Scalable, maintainable Salesforce platform enhancements and operational stability for Wealth Management
Domain
Financial Services / Wealth Management / Salesforce Platform
Required skills
Salesforce Advanced Administrator, Platform App Builder, Flow automation, declarative configuration, data management, release management, troubleshooting
Preferred skills
Financial Services Cloud, Data 360, Marketing Cloud, enterprise data integration, Salesforce ecosystem tools (DocuSign, OwnBackup, Informatica), Salesforce AI capabilities
Technologies
Salesforce Lightning Experience, Flow, Dynamic Forms, validation rules, reports, dashboards, Financial Services Cloud, Data 360, Marketing Cloud, DocuSign, OwnBackup, Informatica
Responsibilities
Perform advanced Salesforce administration including user setup, access/security, permissions, troubleshooting, and production support. Design and deliver declarative solutions using Flow, Lightning pages, and validation rules. Execute data loads, corrections, reconciliation, and duplicate management. Troubleshoot platform and workflow issues partnering with Engineering. Create and maintain platform documentation and user resources. Drive user readiness and adoption through training and self-service resources. Identify process gaps to improve platform usability and partner on platform modernization.
Seniority
Senior, hands-on IC
