About this Opportunity:
As a Salesforce Administrator, you will provide support through the customization and configuration of the Salesforce Service Cloud, Customer Community Cloud, and custom applications. The position will manage the Salesforce database and provide training and support to users. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
For External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Sacramento, CA; Hebron, KY
For Internal Candidates:
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.
In this role, you'll get to:
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Manage Salesforce security including roles, profiles, sharing rules, workflows, and groups
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Maintain and customize Service Cloud, Customer Community Cloud, Shield, and Knowledge applications
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Build custom reports, dashboards, workflows, validation rules, and objects
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Manage operational requests and ensure compliance with Case Management Governance Committee rules
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Maintain database for integrity and accuracy including data cleansing and system optimization
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Manage all technical resources and migration of data into Salesforce
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Evaluate new releases of Salesforce to determine functionality requirements and provide detailed information on how changes will apply to all affected departments/users
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Manage projects designed by the business units by performing discovery, building out the database, testing, implementing, and training
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Administer to all 3rd party applications integrated into Salesforce
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Identify and troubleshoot issues and fixes any resulting problems
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Perform basic administration include new user setup and offboarding
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Manage operational processes using Orchestrate tool and complete annual review of processes to ensure usage and accuracy
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Promote transition to lightning experience and address user concerns
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Administer e-mail templates and folders
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Coordinate communication between departments to ensure stakeholder acceptance
We're looking for talent who:
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Has knowledge of Force.com platform
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Has ability to prioritize and coordinate multiple projects and competing work demands
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Possess ability to see the “big picture” while managing several small projects
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Possess ability to work independently and be self-motivated
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Has minimum of a bachelor’s degree in Business Administration, MIS, or related field
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Has Salesforce Certification is preferred
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Obtain Orion Industry Certification
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Has minimum of 3 years of experience in Salesforce Administration
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Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
#LI-AP1
#LI-Onsite
#LI-Hybrid
Salary Range:
$61,147.00 - $91,054.00
The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About Us
As One-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA – we innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion’s success and powers success for our clients and everyone at Orion.
Top Skills
What We Do
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.
Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.
Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities.
Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth.
Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses
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Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law.
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