Salesforce Platform Administrator

Fisher Investments - Vancouver, WA

Full-time - Mid Level

Remote - Vancouver, WA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Salesforce Administrator will play a crucial role in supporting the Technology Institutional Solutions team at Fisher Investments. This mid-level position involves overseeing various Salesforce initiatives, ensuring that the platform evolves to meet business needs, and providing ongoing support for Salesforce users. The role requires a proactive approach to managing Salesforce instances and maintaining data integrity while also developing training materials for end-users.

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