[GVI] Junior Salesforce Administrator
Core
Support the day-to-day operation of the firm's Salesforce CRM platform, resolving user requests and maintaining platform reliability.
Role type
Junior Salesforce Administrator
Builds
Salesforce CRM platform supporting Investor Relations, Investment, and Value Add teams
Domain
Financial Services / CRM Administration
Required skills
Salesforce administration, ticketing systems, report and dashboard creation, data maintenance, user permissions management, configuration tasks (fields, page layouts, workflows), user onboarding and training, documentation
Preferred skills
Salesforce Administrator Certification, Jira experience, Power BI, basic scripting or data manipulation
Technologies
Salesforce, Jira, Power BI
Responsibilities
Manage and resolve Salesforce support tickets, troubleshoot issues relating to reports, dashboards, data updates, user permissions and platform functionality, maintain the firm's CRM platform and associated applications, assist with data maintenance and data quality initiatives, support onboarding and training of new Salesforce users, assist the Salesforce team with configuration tasks, support testing and rollout of enhancements, document recurring issues
Seniority
Junior, hands-on IC