Job Description Summary
.Job Description
Please note: This role is not eligible for immigration Work Visa sponsorship, either currently or in the future.
Position OverviewWe are seeking a dynamic Salesforce & Marketing Cloud Administrator to optimize our CRM and marketing automation platforms. This role ensures seamless integration, data integrity, and compliance within a regulated financial services environment. You will collaborate cross-functionally to deliver personalized customer experiences, enhance operational efficiency, and support strategic marketing initiatives.
Key ResponsibilitiesSalesforce Administration- Configure and maintain Salesforce org, including custom objects, fields, workflows, validation rules, and page layouts.
- Manage user roles, profiles, permissions, and security settings.
- Develop and maintain reports and dashboards for actionable business insights.
- Ensure data quality through regular audits and deduplication processes.
- Implement automation using Flow and other declarative tools.
- Collaborate with stakeholders to gather requirements and deliver scalable solutions.
- Oversee Experience Cloud portals, ensuring optimal user experience and security.
- Configure and maintain Marketing Cloud components including Email Studio, Journey Builder, Automation Studio, and Contact Builder.
- Create and optimize email campaigns, journeys, and automations using Journey Builder and Automation Studio.
- Build and optimize customer journeys, triggered sends, and audience segmentation strategies.
- Ensure seamless integration between Salesforce CRM and Marketing Cloud.
- Maintain data hygiene, synchronization, and compliance with financial data privacy regulations (DOL, ERISA, SEC, FINRA, GDPR).
- Monitor Marketing Cloud performance, including campaign metrics, automations, and subscriber engagement.
- Provide actionable insights to improve targeting and personalization.
- Partner with legal and compliance teams to review and approve campaign content and data usage.
- Ensure compliance with CAN-SPAM, GDPR, and other data privacy regulations.
- Perform quality assurance checks, testing, and rendering validation before sending.
- Ensure adherence to industry regulations including ERISA, SEC, FINRA, and GDPR.
- Maintain audit trails for all CRM and marketing activities.
- Collaborate with compliance teams to implement secure data handling and encryption protocols.
- Bachelor’s degree in Marketing, Information Systems, or related field.
- Salesforce Certified Administrator (required); Advanced Admin or Platform App Builder preferred.
- Salesforce Marketing Cloud Email Specialist or Marketing Cloud Administrator certification strongly preferred.
- 3+ years of experience in Salesforce administration and Marketing Cloud in a regulated industry.
- Proficiency in SQL, AMPscript, and HTML/CSS for email development.
- Strong understanding of CRM data models, marketing automation, and customer lifecycle management.
- Knowledge of email compliance and data governance best practices (CAN-SPAM, GDPR).
- Excellent problem-solving skills and ability to manage multiple projects simultaneously.
- Strong communication and collaboration skills to work cross-functionally with marketing, compliance, and IT teams.
- Salesforce Marketing Cloud Engagement Administrator.
- Salesforce Marketing Cloud Email Specialist.
- Salesforce Certified Data Architect (optional but beneficial).
- Experience with Journey Builder personalization and Einstein AI features.
- Project management experience (Agile or similar).
Education
Bachelor’s: Business Administration, Bachelor’s: Information Technology, Bachelor’s: MarketingWork Experience
General Experience - 3 to 6 yearsCertifications
Other License Not Listed - OtherSalary Range
$70,000.00-$90,000.00Travel
Less than 25%Workstyle
RemoteAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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What We Do
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
