SQL & Salesforce SOSQL Admin/Developer

Level Four Group - Dallas, TX

Full-time - Mid Level

Dallas, TX

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

About the position

Our Team is growing, and we need you! Come be a part of this disruption in the financial services marketplace! By joining the Level Four family of companies, you'll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas. We offer a casual work environment, generous paid time off, a flexible work schedule, great benefits, and more. Come take your career path to the next level! The SQL & Salesforce SOSQL Admin/Developer will build relationships and collaborate with business management and users, development teams, and other stakeholders to gather, analyze and prioritize technology requests. The focus will be on data intake, cleansing, organizing, enriching and delivery. This individual will mainly support and maintain the firm's data environments in Oracle and Salesforce platforms. They will be proactive and forward-thinking with recommending enhancements or new processes that drive efficiency, scalability, and end user satisfaction. This role involves maintaining, configuring, managing, and performing ongoing development of Level Four's SQL and Salesforce platforms including data processing, data movement, reporting, dashboards, workflows, data loading and API management. The SQL & Salesforce Admin/Developer will also assist in managing, prioritizing, escalating, and resolving internal support data requests, and participate in the development and support of the Oracle RDBMS, Salesforce platform and related applications, including Celigo and other API iPass solutions. The essential responsibilities include ensuring the daily operations of data management, creating complex SQL and SOQL queries, collaborating with organizational leaders, and maintaining data integrity and consistency across the Salesforce platform. This position requires proactive communication about system and related processes best practices, and the ability to carry out responsibilities with minimal supervision for complex tasks.

Responsibilities

• Build relationships and collaborate with business management and users, development teams, and other stakeholders to gather, analyze and prioritize technology requests.
• Support and maintain the firm's data environments in Oracle and Salesforce platforms.
• Maintain, configure, manage, and perform ongoing development of SQL and Salesforce platforms including data processing, data movement, reporting, dashboards, workflows, data loading and API management.
• Develop SQL queries and data loading routines into and out of data platforms.
• Assist in managing, prioritizing, escalating, and resolving internal support data requests.
• Participate in the development and support of the Oracle RDBMS, Salesforce platform and related applications, including Celigo and other API iPass solutions.
• Build, maintain and validate data security (users, profiles, and roles) and data integrity/management.
• Collaborate across the organization for data system releases and resolve any bug fixes that may arise.
• Improve and maintain data quality and integrity in Oracle and Salesforce.
• Perform tasks related to ensuring the daily operations of data management including data access/user management, creating & maintaining custom data, and handling bulk data migrations.
• Create complex, multi-table SQL and SOQL queries that can be leveraged to enrich and deliver data.
• Identify/implement industry forward-thinking and flexible data model and reporting structures.
• Create and maintain a formal end-to-end release life cycle from requirement gathering, development, release documentation, rollout, training and defect management.
• Assist with API connectivity into and out of Oracle/Salesforce linking solutions.
• Document coding changes and communicate proactively to the field about system and related processes best practices.

Requirements

• 2-3 years' experience writing and maintaining complex, multi-table queries.
• Knowledge of API development and API maintenance helping to connect external platforms.
• Experience creating and maintaining a formal release management program that includes end-to-end release life cycle from requirement gathering, development, release documentation, rollout, training, and defect management.
• Skilled at automating data intake and distribution of enriched data via APIs and sFTP.
• Proficient at creating and managing reporting across the spectrum of use cases from enterprise performance reporting, executive reporting, management reporting and end-user reporting.
• Skilled at constructing a data model that has data integrity and is clean, organized and standardized.
• Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests.
• Expert in solving challenging problems with solutions that align to corporate system and data integrity standards.
• Proactive and forward-thinking translating emerging business needs into usable solutions.
• Skilled at collaborating across all levels of the organization.
• Strong work ethic, desire to learn and be challenged, self-driven, motivated, and a strong strategic thinker.

Nice-to-haves

• API knowledge and experience (1-2 years).
• Preferred experience with writing Salesforce SOSQL queries (1-2 years).
• Preferred experience with Oracle Cloud Autonomous Database (1-3 years).
• Financial Tech experience with emphasis on wealth management and RIA (1-3 years).
• Celigo or equivalent API exchange experience.
• Ability to design and implement new processes and facilitate user adoption.
• Experience working with Cloud based technology.

Benefits

• Flexible schedule
• Paid time off
• Casual Work Environment
• Generous Paid Time Off
• Flexible Work Schedule
• Great Benefits