Reference # 18-01482 Title SalesForce Admin-Wealth Management
Location New York City, NEW YORK
Position Type Contract
Experience Level Contract
Start Date / End Date 20-08-2018 --- 30-11--0001

SalesForce Admin-wealth Management
Job Summary:
Looking for an experienced Salesforce Administrator to handle deployments,
as well as be responsible for the day to day maintenance, and troubleshooting of the
Salesforce platform. The salesforce Administrator will work closely with another IT team
members and program staff to streamline processes, resolve problems, and implement
solutions in order to improve efficiencies.

Work to automate all current manual tasks
Customizes and configures the SalesForce CRM system, including custom objects and
fields, page layouts, reports and dashboards, profiles and sharing rules, workflows and
approval processes.
Manage and resolve all support, requests, including administering and maintaining user
accounts, roles, and profiles, and troubleshooting reported bugs
Acts as a subject matter expert to participate in business discussions relating to new
functionality, system solutions or other broadly scoped initiatives.
Evaluates, recommends and implements third party solutions and app exchange
packages based on business request or project needs.
Leads efforts to develop training materials and deliver training to internal teams and
Assists in the creation of us r documentation and maintain ongoing system change
Researches and identifies opportunities around performance, scalability and

Experience with SalesForce CRM systems and administration
Certification in SalesForce CRM Administration