Fisher Investments - Portland, OR
posted 15 days ago
Full-time - Mid Level
Remote - Portland, OR
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
About the position
The Salesforce Administrator will support the Technology Institutional Solutions team at Fisher Investments by overseeing various Salesforce initiatives, ensuring that implemented solutions effectively meet business needs. This mid-level position involves administering Salesforce instances, managing operational requests, and providing training and support to end-users, all while maintaining the integrity and accuracy of the database.
Responsibilities
- Oversee various Salesforce initiatives from beginning to end, ensuring implemented solutions effectively meet business needs.
- Independently administer Salesforce instances including roles, profiles, sharing rules, flows, and groups.
- Maintain and customize Sales Cloud.
- Manage operational requests and reporting including customer analysis and troubleshoot issues.
- Develop training materials and provide training and support to Salesforce end-users.
- Maintain database for integrity and accuracy including cleansing and duplicate record management.
- Evaluate new releases of Salesforce to determine functionality requirements and provide detailed information on how changes will apply to all affected departments/users.
Requirements
- 4+ years of experience as a Salesforce Administrator.
- Salesforce Administrator certification required.
- Experience administrating Salesforce Sales Cloud.
- Demonstrated skills using process builder, sharing rules, flow, formulas, report, and dashboard building.
Benefits
- 100% paid medical, dental and vision premiums for you and your qualifying dependents.
- 20 days of PTO, plus 10 paid holidays.
- Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care.
- Opportunity to participate in our hybrid work from home program, allowing up to 75 days per year based on tenure and performance eligibility.
