Paradigm Life is a leading financial services company dedicated to empowering individuals with innovative wealth-building strategies. We offer a holistic approach to personal finance, ensuring our clients achieve financial freedom and security through our Perpetual Wealth Strategy. Our mission is to guide clients towards a more fulfilling life today and a secure financial future.
We are seeking an experienced Salesforce Administrator to continuously optimize and enhance our Salesforce ecosystem. This role involves designing scalable, best-practice solutions tailored to business requirements, as well as refining and managing existing implementations. The ideal candidate will possess in-depth knowledge of the Salesforce platform, excel in communication, and effectively translate complex technical details into clear, user-friendly documentation
- 7+ years of experience as a Salesforce Administrator
- Salesforce Certified Administrator
- Administer and manage user roles, licenses, permissions, sharing rules, connected apps, managed packages and security settings
- Design, implement, and maintain automation processes, with a focus on Salesforce Flows
- Configure and manage Salesforce settings, including page layouts, record types, custom objects, approval processes, and custom fields
- Oversee and manage sandbox environments
- Develop and maintain reports and dashboards
- Manage and optimize integrations with the Salesforce platform
- Conduct data management to ensure high-quality data within Salesforce
- Analyze business requirements to design and implement tailored Salesforce solutions
- Perform routine system maintenance, including Health Check, Optimizer, Security Reviews, and Release Updates
- Provide troubleshooting support and resolve user-reported issues
- Develop and maintain comprehensive technical documentation
- Strong communication skills with the ability to collaborate with varied teams and departments
Preferred Qualifications/Experience:
- Expertise in Sales Cloud, Service Cloud, and Financial Services Cloud
- Proficiency in automation tools like Zapier, Flow and Process Builder
- Extensive experience in a highly customized Salesforce environment
- Strong experience with Salesforce integrations, including Hubspot, Salesloft, Tableau, AWS, Zapier, and Calendly
- Understanding of Apex Triggers, Classes, and Visualforce
- Proficiency with Data Migration Tools such as Data Loader and Data Import Wizard
- Previous experience in the Financial Services industry is a plus
- Additional technical certifications in Salesforce and other SAAS or technical products is a plus
- Competitive salary and performance-based bonuses.
- Comprehensive health, dental, and vision insurance.
- Retirement savings plan with company match.
- Opportunities for professional development and career growth.
- Supportive and dynamic work environment.
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What We Do
Millions of people follow financial advice that prevents them from achieving the future they deserve.
We come alongside clients to implement a personalized wealth strategy that empowers them to live a fulfilling life now and ensure the future of their dreams.
In an age of limitless information, people fall short of their financial potential.
The breakdown of potential starts with neglect for individual financial education. The absence of financial education leads to harmful behavior - poor spending habits, reckless investment decisions, and excessive reliance on others for advice.
The financial industry perpetuates poor individual stewardship by advocating bad debt, promoting outdated ideas about retirement, and supplying investment products that fail to reward risk.
Mandatory Social Security and Medicare programs promise to benefit retirees with mathematically improbable results.
Our modern-day financial system’s broken ideas result in continual unfulfilled promises about people’s future, leading to frustration, anxiety, and hopelessness.
For these reasons, Paradigm Life created the Perpetual Wealth Strategy, an innovative way to establish an ironclad financial foundation so our clients can experience an even more fulfilling life now and a financially independent future.
