Who We Are
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.
The Role
We are looking for a Junior Salesforce Administrator who will be primarily responsible for performing typical day-to-day activities and resolving inbound user inquiries within our Org. The ideal candidate will have prior experience in help desk-like environments with a focus on customer service, have prior experience in finance and a keen desire to learn.
What You'll Do
- Assist in the daily administration and support of Salesforce, including user setup, profiles, roles, customization of objects, fields, record types, page layouts, validations etc.
- Provide first-line troubleshooting and support for Salesforce users, responding to helpdesk tickets and resolving issues promptly.
- Work closely with senior administrators/ architects and developers to implement changes or enhancements to the Salesforce platform which includes both build and quality assurance activities.
- Maintain data quality and integrity within Salesforce through regular data audits and cleansing.
- Develop and deliver training materials and sessions to new or existing Salesforce users.
- Stay updated with Salesforce releases and new features, and assist in the implementation of relevant updates.
- Create and manage reports and dashboards
- Participate in project meetings and contribute to the planning and execution of Salesforce projects.
Who You Are
- 1-2 years of experience as a Salesforce Administrator.
- Required Salesforce Administrator certifications include:
- Salesforce Administrator
- Salesforce Platform App Builder
- Salesforce Service Cloud
- Exposure to a helpdesk environment with a focus on customer service and support.
- Firm grasp of Salesforce customization (objects, fields, record types, page layouts, validations and platform automations (flow) ).
- Strong problem-solving skills and attention to detail.
- Superb communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Eagerness to learn and grow in a dynamic environment.
- Experience in the finance industry is highly desirable.
- Exposure/ awareness of the following technologies is considered a benefit
- Salesforce Revenue Cloud
- Ironclad CLM
- Docusign
- NetSuite
- Databricks
- Boomi or other ETL tools
Our Values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected].
Top Skills
What We Do
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms, use cases and geographies. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.
Why Work With Us
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients.
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