Operations Data Analyst/Salesforce Administrator

Reposted 11 Days Ago
New York, NY
In-Office
80K-100K Annually
Mid level
Other • Financial Services
Asset management firm with a singular focus on growth equity investing.
The Role
The Operations Data Analyst/Salesforce Administrator manages Salesforce operations, implements BI tools, creates reports, and collaborates across teams for efficiency.
Summary Generated by Built In

Working at Alger

Alger is an entrepreneurial, privately owned firm which encourages and empowers its employees to be intellectually curious and continually improve. We seek individuals who can think independently yet work collaboratively, are motivated to be best in class, challenge the norm and have fun while doing it. Alger values its employees and rewards them accordingly.

Alger provides ample training (see below) to employees and encourages employees to grow in their roles. This culture of continuous improvement is reflected by the fact that many Alger employees have worked at the firm for more than 10 years.


We offer a comprehensive personal wellness program that provides resources to help you take charge of your physical well-being, encourage a healthy lifestyle and better manage health care costs. Alger also provides its employees with numerous ways to save and invest, including a comprehensive 401(k) with a generous employer match, financial planning tools, automatic investing plans and more. Underlying our financial wellness program is a strong educational platform.


We’re focused on helping employees more easily manage their work and personal lives. Our life management programs include paid time off, sick leave, paid medical leave, paid parental leave, health club membership reimbursement program and helpful employee assistance programs.


To learn more about Alger, our philosophy and some of the people that drive our investment success please visit our Profiles in Success page HERE.


https://www.alger.com/Pages/ProfilesinSuccessIntroduction.aspx


Alger is proud to be an E-Verify & Equal Opportunity Employer. It is Alger’s policy to provide equal employment opportunity to all employees and applicants for employment. No qualified applicant or employee of Alger shall be discriminated against in employment on the basis of race, national origin, ancestry, religion, gender (including gender identity and gender expression), mental or physical disability, age, sex, sexual orientation, genetic information, military or veteran status, or any other status protected by law (“Protected Characteristic”). This Policy applies to all terms, conditions, and privileges of employment, including but not limited to, hiring, compensation, benefits, promotion, and termination.

Note:  This job description should not be construed to imply that these requirements are the exclusive standards of the position.  Incumbents will follow any other instructions, and perform any other related duties, as may be required.  The employer has the right to revise this job description at any time.  This job description is not to be construed as a contract for employment.

Fred Alger & Company, LLC is an Equal Opportunity Employe

Job Title: Operations Data Analyst/Salesforce Administrator

Reports to (title): VP, Director - Sales & Shareholder Administration

Job Description:

Alger seeks a Salesforce Administrator responsible for managing, maintaining, and optimizing the organization’s Salesforce environment to support business operations and strategic initiatives.


Duties & Responsibilities:

  • Manage daily Salesforce operations, including user setup, roles, profiles, permissions, and security settings.
  • Assist in implementing Business Intelligence (BI) tools, ensuring best practices in visualization and usability are applied.
  • Design, build, and optimize interactive reports and dashboards using Salesforce and BI tools for Senior Leadership and the Distribution team, enabling data-driven decision-making.
  • Develop and deliver training materials and sessions to enhance user adoption.
  • Serve as the primary point of contact for Salesforce-related inquiries.
  • Configure objects, fields, workflows, process builder, flows, validation rules, and page layouts.
  • Implement and manage reports, dashboards, and analytics for business users.
  • Support Salesforce integrations with other business systems (e.g., Eloqua).
  • Collaborate with cross-functional teams to understand business processes and identify opportunities for automation and efficiency.
  • Participate in Salesforce release management, testing, and deployment activities.
  • Document processes, policies, and system configurations.


Qualifications:

  • Undergraduate Degree
  • Cumulative GPA of 3.0 or above in a 4.0 scale is required
  • 3-5 years of hands-on experience as a Salesforce Administrator (Sales Cloud, Service Cloud, or other modules).
  • Strong understanding of Salesforce best practices and functionality.
  • Experience with data management tools (Data Loader, Data Import Wizard).
  • Familiarity with Salesforce Lightning Experience and Flow Builder.

 

Skills:

  • Salesforce Administrator Certification preferred
  • Excellent communication and stakeholder management abilities
  • Detail-oriented with strong organizational skills
  • Ability to manage multiple priorities and deliver high-quality work in a dynamic environment
  • Experience presenting to audience at different levels


Salary Expectations: $80,000-100,000 base salary plus discretionary bonus per performance

Note:  This job description should not be construed to imply that these requirements are the exclusive standards of the position.  Incumbents will follow any other instructions, and perform any other related duties, as may be required.  The employer has the right to revise this job description at any time.  This job description is not to be construed as a contract for employment.

 


Top Skills

Business Intelligence Tools
Data Import Wizard
Data Loader
Flow Builder
Salesforce
Salesforce Lightning Experience
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The Company
HQ: New York, NY
1,954 Employees
Year Founded: 1964

What We Do

Founded in 1964, Alger is recognized as a pioneer of growth-style investment management. Privately-owned and headquartered in New York City, Alger can help “Unlock Your Growth Potential” through a suite of growth equity separate accounts, mutual funds, ETFs, and privately offered investment vehicles. Alger’s investment philosophy, discovering companies undergoing Positive Dynamic Change, has been in place for 60 years.

We have been helping clients achieve their growth equity investment objectives for 60 years.

Experience and Independence
- Growth equity pioneer
- Private ownership with employee participation

Philosophy
- Time-tested fundamental research driven process
- Culture of independent thinking and passion for investing

Growth Specialists
- Singular focus on growth equity investing
- Dedicated to generating superior investment returns for our clients through active management

At Alger, our strength lies in our people and in our rich history and tradition. We excel based on the self-motivation, ambition, and drive of our employees. We seek exceptional candidates who embrace challenges, welcome increasing responsibilities, and thrive in a fast-paced, dynamic environment that exposes them to team interaction, an intensive sales and quantitative analysis process, and a philosophy of providing unparalleled service to our customers and clients.

Disclosures: http://bit.ly/2D2efQy

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