Senior Salesforce Administrator

Posted 4 Days Ago
2 Locations
3-5 Years Experience
Financial Services
The Role
The Senior Salesforce Administrator will collaborate with teams to design, develop, and implement Salesforce solutions, assist with user onboarding, manage project deliverables, troubleshoot technical issues, and ensure best practices in Salesforce operations are followed.
Summary Generated by Built In

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.

Position Overview

The Sr. Salesforce Administrator will work within the Global CRM team and collaborate with internal and external stakeholders to assist with the design, development, and implementation of Salesforce solutions. The Sr. Salesforce Administrator is expected to perform the fundamental job functions outlined below.

Essential Job Functions:

  • Collaborate with business stakeholders to understand desired outcomes and translate them into technical specifications, delivering a project plan that includes all needed business decision, configuration changes, etc.
  • Develop and customize Salesforce applications using a combination of native and third-party solutions, including Salesforce Flows and other declarative tools
  • Troubleshoot and resolve technical issues related to Salesforce and integrations
  • Resolve support requests from Salesforce Users, including tracking SLAs and resolutions in our Case management solution
  • Create and maintain Report Types, and develop and deliver Salesforce Reports and Dashboards
  • Assist with new user onboarding and training, including development of a knowledge base to support self-service goals and initiatives
  • Identify existing and upcoming features and best practices and suggest changes or enhancements to ensure maximum value of Salesforce platform
  • Accurately manage all aspects of project deliverables and collaborate with cross-functional project teams to gather requirements, discuss build options, deliver solutions, provide training and ongoing support
  • Assist with the technical design and architecture of Salesforce solutions, ensuring best practices and standards are followed
  • Ensure best practices are being followed with respect to solutions, security settings, email deliverability, etc.
  • Support other Salesforce team initiatives

Education and/or Work Experience Requirements:

  • Salesforce Administrator certification required
  • Experience with enterprise integration tools and extract, transform, and load tools
  • 4+ years of Salesforce Administration experience
  • Bachelor’s Degree in Computer Science, Software Engineering, Information Management or equivalent preferred
  • Experience in Salesforce declarative tools and solutions
  • Basic understanding of APEX triggers and classes

Required Knowledge, Skills, and Abilities

  • Basic understanding of project management principles
  • Strong analytical and problem-solving skills, with attention to detail and commitment to data accuracy and integrity
  • Strong communication and collaboration skills
  • Ability to work independently with minimal supervision
  • Ability to prioritize and work under tight deadlines
  • Highly motivated, self-learner, and technically inquisitive; able to master new concepts and processes with ease
  • Adjusts plans, expectations, and/or processes to meet changing needs of key stakeholders
  • Highly motivated individual with demonstrated initiative, independence, professionalism and adaptability
  • Well organized, good time management skills, and prioritizes appropriately
  • Effectively work in teams; team oriented
  • Maintains a positive attitude, strong work ethic, and treats others with respect
  • Occasional off-hour work may be necessary for software releases



About us

Working out of 26 offices in 15 countries, StepStone has a truly global viewpoint.  As people are our biggest asset, we offer resources to help our employees reach their full potential.  Our principles are based on integrity, transparency, respect and creativity, which together define how we do business.  

Join us

When you choose to work at StepStone, you'll find a group of professionals who are passionate about anticipating changes, solving problems and working together to make it all happen. Our integrated global team shares insights into how managers think and operate, as well as how they might perform.  

StepStone offers a competitive compensation package including salary and incentive compensation for all full time hires, as well as a comprehensive benefits package.

Benefits

We offer a range of benefits which include comprehensive healthcare, strong retirement plan, a mental health well-being program, paid time off, student loan repayment program for our US office locations, and several wellness initiatives.

Disclaimer / Policy Statements

At StepStone, diversity, equity and inclusion are an integral part of our culture. We are an Equal Opportunity Employer that strives to create an inclusive environment that empowers our employees and allows them to be heard, regardless of title or tenure.  Our organizational community features multiple Employment Resource Groups representing our dedication to Diversity, Equity & Inclusion.  

As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.

Developing People at StepStone

#LI-Hybrid

 

Top Skills

Salesforce
The Company
HQ: New York, NY
909 Employees
On-site Workplace
Year Founded: 2007

What We Do

StepStone Group (Nasdaq: STEP) is a global private markets investment firm focused on providing customized investment solutions and advisory and data services to our clients. StepStone’s clients include some of the world’s largest public and private defined benefit and defined contribution pension funds, sovereign wealth funds and insurance companies, as well as prominent endowments, foundations, family offices and private wealth clients, which include high-net-worth and mass affluent individuals.StepStone partners with its clients to develop and build private markets portfolios designed to meet their specific objectives across the private equity, infrastructure, private debt and real estate asset classes.

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