Salesforce Administrator

Posted 23 Days Ago
Chicago, IL
In-Office
100K-120K Annually
Mid level
Financial Services
The Role
The Salesforce Administrator will manage the Salesforce platform, optimizing its use across various clouds, supporting users, and implementing solutions for business needs.
Summary Generated by Built In

Company Name: tastytrade
Role: Salesforce Administrator
Location: Chicago, IL – Hybrid (3 days/week in office)
We are seeking a proactive, hands-on 
Salesforce Administrator to join our team and execute on our strategic Salesforce vision. This role is an expansion of a cross-functional team dedicated to internal tools growth, reporting to the leadership of our business systems team with day-to-day collaboration and guidance from our Salesforce platform's technical lead and product owner. 

You will be responsible for configuring, maintaining, and optimizing our multi-cloud Salesforce ecosystem including Service Cloud, Data Cloud, Marketing Cloud, and connected applications. You'll have the opportunity to work in a well-architected Salesforce environment equipped with cutting-edge tools including Data Cloud and Agentforce, giving you hands-on experience with the latest innovations in the Salesforce ecosystem. 

The administrator will collaborate with operations and technology stakeholders to identify opportunities for process improvements, troubleshoot user issues, provide training and support, and implement effective solutions that align with business objectives. This position offers the opportunity to make a significant impact in a fast-paced fintech environment, leveraging your in-depth knowledge of Salesforce best practices while working with cutting-edge technology and AI-powered productivity tools. 

What You’ll Do:

  • Manage the configuration and maintenance of our Salesforce platform and integrated tools, leveraging your in-depth knowledge of Salesforce best practices
    Manage the full project lifecycle, including gathering requirements, developing solutions, and ensuring effective implementation and user adoption 
  • Manage user accounts, roles, profiles, permission sets, and security settings across all platforms 
  • Work with external systems and maintain data integrations with Salesforce to ensure data integrity and consistent data flows 
  • Develop and optimize flows, validation rules, and approval processes to streamline operations 
  • Create and maintain custom objects, fields, record types, and page layouts to support business requirements 
  • Create and maintain reports and dashboards to meet stakeholder requirements, providing insights and recommendations 
  • Build, organize, and manage a comprehensive technical documentation library including architecture diagrams, data models, and technical specifications 
  • Provide first-line technical support for end users and troubleshoot system issues 

Who You Are: 

  • Certified Salesforce Administrator with 2-4 years of hands-on Administrator experience 
  • Experience with multiple Salesforce clouds - Sales/Service Cloud required; experience with Marketing Cloud & Data Cloud preferred 
  • Proficient in admin tasks: configuring standard and custom objects and fields; managing Lightning record pages, record types, and validation rules; and building reports/dashboards for stakeholders 
  • Deep expertise in Flow Builder and declarative development tools. 
  • Understanding of relational databases and database management principles 
  • Demonstrated experience managing external integrations 
  • Strong experience managing Salesforce orgs including user management, security, and governance 
  • Strong understanding of Salesforce security models and data architecture 
  • Experience gathering requirements and translating them into functional specifications 
  • Comfortable leveraging AI tools to maximize productivity and enhance system capabilities 
  • Proven project management expertise with ability to manage competing priorities, deadlines, and processes 
  • Strong problem-solving skills and ability to troubleshoot technical issues to find effective solutions 
  • Excellent communication skills with the ability to explain complex technical concepts to non-technical stakeholders 
  • Self-motivated and able to work independently while maintaining strong stakeholder relationships 
  • Excited to collaborate in-person at our fast-paced office 3 days/week. 

Team Perks/Benefits: 

  • Performance Bonuses      
  • Stock Purchase Options      
  • 401k Plan      
  • Medical/Dental/Vision Benefits  
  • 20 Paid Vacation Days (plus an additional paid vacation day the month of your birthday!)      
  • 10 Paid Sick Days      
  • Gym Membership Reimbursement      
  • Commuter Benefits      
  • Pet Insurance      
  • Wellness & Mental Health Programs      
  • Charitable Donation Matching      
  • Two Paid Volunteer Days Off      
  • Daily catered lunch when in the office      
  • Full kitchen with snacks and beverages      
  • In-building gym      
  • Shuttle to/from Metra      
  • Office located in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars 

Salary Range: $100,000 - $120,000  
The actual salary offered will be based on the candidate's level of experience and qualifications   

Discretionary performance bonus: 8-12% of base salary based on individual and company performance  
 
About Us:

The tasty house of brands empowers individual traders differently. tastylive, founded in 2011, is an online financial media network, tastytrade (previously known as tastyworks) is a self-directed retail brokerage firm that launched in 2017, tasty Software Solutions and tastyfx, is a registered Forex broker-dealer. In 2021, London-based IG Group acquired tastylive, Inc. (previously known as tastytrade) and assigned it to lead business in North America. tastyfx is the fastest-growing forex broker in the US over the past few years. Changing the IG US name to tastyfx marks the next chapter, in aligning with the tasty brand family and offering a more forex-focused experience. This combined team has years of experience like institutional brokers, but also a passion for disrupting the entire trading industry.         

Our dream is simple: we want more people to find more success with a better trading experience. That’s why we’re investing heavily in the right people, technology, and media to make that happen in the US and across the globe.       

Location: Our office is in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars.     

tastytrade | tastylive  | tastyfx | tastycrypto  
1330 W Fulton Market, Chicago, IL 60607      

*Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they have every single qualification. Our team is dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your experience doesn't align perfectly, we encourage you to apply anyway. You may be just the right candidate for this or other roles!  

Top Skills

Data Cloud
Marketing Cloud
Salesforce
Service Cloud
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The Company
HQ: Chicago, IL
101 Employees
Year Founded: 2017

What We Do

tastyworks is a retail brokerage that provides professional-grade, world-class technology to retail traders at industry-leading prices. We focus on derivatives trading and offer equities, equity options, futures, and futures options. Built from the ground up by a team with decades of experience in the financial industry, we’re a modern brokerage for the current financial climate.

*tastyworks is a wholly owned subsidiary of tastytrade and part of a broader family of companies that work to serve all the needs of an individual investor. We aim to fill the financial vertical with: tastytrade, educational content; tastyworks, a platform and tools for trading derivatives; The Small Exchange, retail-accessible futures products; Quiet Foundation, a free investment advisory service; dough, a content-filled, easy-to-use stock-trading app; and luckbox, a monthly print and digital financial magazine.

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