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Job SummaryThe Salesforce Administrator is responsible for managing and securing the Salesforce-based Wealth Management platform and other associated advisor technology tools. This role ensures compliance, reliability, and adoption of key technologies while serving as the primary liaison between MACU IT, LPL, and Wealth teams. The position mitigates risk, drives efficiency, and enables advisors through technology solutions.Job DescriptionLOCATION
Mountain America Center - Hybrid:
9800 S Monroe St
Sandy, UT 84070
SCHEDULE
Full Time
To be effective, an individual must be able to perform each job duty successfully.
Platform Administration
Administer Salesforce platform: user provisioning, permissions, security/privacy groups, layouts, automation, reports/dashboards.
Manage backups and disaster recovery, troubleshoot API-limit failures, and other on-going platform troubleshooting.
Oversee mobile app deployment and Intune integration for secure user access.
Integrations & Data
Maintain and monitor LPL → Salesforce and data automation feeds.
Support LPL → MACU data warehouse pipeline.
Monitor and remediate integration issues across platforms.
Security & Compliance
Implement Salesforce security hardening and evaluate advanced security features.
Manage LPL email journaling and compliance workflows.
Ensure email signatures/disclosures append correctly; whitelist critical messages.
Coordinate Intune deployments and mobile apps.
Stakeholder Management
Translate business requirements into scalable technical designs with clear acceptance criteria.
Maintain a prioritized admin/integration backlog; communicate timelines, risks, and release notes.
Liaison & Support
Serve as primary interface with LPL IT, MACU IT, Telephony, and Data teams.
Own ticketing and equipment workflows for Wealth advisors.
Provide Tier 1 and 2 technical triage for advisor tools and integrations.
Enablement
Drive adoption and training for solution rollouts.
Build advisor dashboards and process automation in Salesforce.
Develop training and adoption programs for wealth technology tools.
KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Education and Experience
Education: Bachelor’s degree in Information Technology, Computer Science, Business, or related field (or equivalent experience).
Experience: 2+ years of technical experience (data, API, or compliance workflow related)
4+ years of direct Salesforce administration experience with progressive technical leadership.
Strong knowledge of integrations, API monitoring, and compliance workflows.
Preferred experience with other platforms and integrating them to Salesforce such as FMG (Salesforce synchronized marketing workflows), Coconut for appointment scheduling, Ring Central for integrated telephony features.
Licenses, Certifications, Registrations
Certifications: Salesforce Administrator certification preferred.
Knowledge & Skills
Advanced troubleshooting and problem-solving skills
strong communication and liaison capabilities
familiarity with security best practices and compliance standards.
Strategic Impact: Moderate – Supports critical advisor tools and compliance initiatives.
Analytical Thinking: High – Diagnoses complex technical issues and designs automation solutions.
Knowledge & Skills: Specialized – Deep expertise in Salesforce and wealth platforms.
Leadership & Org Development: Limited – Individual contributor with cross-team liaison responsibilities.
PHYSICAL ABILITIES / WORKING CONDITIONS
Physical Demands
Ability to sit, talk and hear consistently
Vision Requirements
Close vision (clear vision at 20 inches or less)
Distance vision (clear vision at 20 feet or more)
Color vision (ability to identify and distinguish colors)
Weight Lifted or Force Exerted
Ability to lift up to 10 pounds frequently and up to 25 pounds occasionally
Environmental
There are no unusual environmental factors (such as a typical office)
Noise Environment
Moderate noise (business office with computers and printers, light traffic)
***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***
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Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.
Top Skills
What We Do
It may be our story, but it's all about you.
Mountain America Credit Union first opened its doors in the 1930s with a commitment to guiding our members to achieve their financial dreams.
Today, our essence—guidance—remains the focal point of our identity. It’s a purpose-driven identity to ensure that everything we do moves you safely along your journey.
Call it a path, a trail, or simply a way through. Sometimes it's arrow straight. Other times it has unexpected twists and turns that require knowledge of the road ahead. From wherever you are to where you see yourself going, there is a clear way forward. It's life's financial journey, and we're here to guide you every step of the way.
As your financial partner, we'll help outfit you with the tools for the journey ahead—like convenient, flexible products and services designed around how you really live, as well as sound, timely advice to help steer you around any obstacles.
This is your journey.
Let's begin together, right here.
Equal Housing Lender. Insured by NCUA.
