Level Four Group, LLC is Hiring a Salesforce Administrator/Developer Near Dallas, TX
Job Description
Job Description
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:
Casual Work Environment
Generous Paid Time Off
Flexible Work Schedule
Great Benefits
And More…
Come take your career path to the next level! The Salesforce Administrator/Developer will build relationships and collaborate with business management and users, development teams, and other stakeholders to gather, analyze and prioritize requests. This individual will mainly support and maintain the firm’s Salesforce and Black Diamond systems. They will be proactive and forward-thinking with recommending enhancements or new processes that drive efficiency, scalability, and end user satisfaction. Essential responsibilities and tasks of the Salesforce Administrator/Developer are:
Primary role of core system management and hands-on subject matter expert of our enterprise Salesforce and Black Diamond solution
Maintain, configure, manage, and perform ongoing development of Level Four’s Salesforce platform including reporting, dashboards, workflows, data loading and API management.
Assist in managing, prioritizing, escalating, and resolving internal support requests
Participate in the development and support of the Salesforce platform and related applications, including custom objects/fields, page layouts/views, workflows/processes, enterprise reporting across all stakeholders (executive, management, users), security (users, profiles, and roles), data integrity/management and other aspects of Salesforce administration
Collaborate across the organization for system releases by building awareness of new emerging functionality, applicability to business and support release by resolving any bug fixes that may arise, within Salesforce or related integrated tools
Improve and maintain data quality and integrity in Salesforce
Continuously maintain and evolve security in SF system aligning to existing and emerging security trends within Level Four
Maintain thorough knowledge of Salesforce and systems including best practices and processes having an impact on the usability of the application
Understand Level Four corporate products and corporate structure to help align the Salesforce platform to specific Level Four needs
Perform tasks related to ensuring the daily operations of Salesforce and other sales-related product suites, including user management, creating & maintaining custom objects and fields, enterprise reporting across all stakeholders (executive, management, users), handling bulk data migrations and maintenance of user experience including page layouts and workflow configuration
Collaborate with organizational leaders to align the Level Four platform to existing and new business needs
Identify and implement industry forwarding thinking and flexible Salesforce data model and reporting structures while also aligning to Level Four business needs
Create and maintain a formal end-to-end release life cycle from requirement gathering, development, release documentation, rollout, training and defect management
Build and maintain data model to ensure data integrity and data consistency across the Salesforce platform
Assist with API connectivity into and out of Salesforce linking solutions both internal and external to Level Four
Develop a strong external key management module within SF for all Level Four platforms helping to drive enterprise-wide data integrity initiatives
Special projects as directed by leadership and other duties and responsibilities as requested by leadership
Create and manage users, profiles, roles, and permission sets in Salesforce
Align Salesforce platform to new and emerging Level Four and industry products
Carries out responsibilities with minimal level of supervision for complex tasks and no supervision for more routine matters
Develop formal, proactive training on current and new releases
Proactive communication to field about system and related processes best practices
Additional duties as required
Successful Salesforce Administrator/Developer candidates will have: Required
2-3 years Salesforce experience
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
Knowledge of API development and API maintenance helping to connect external platforms to Salesforce
Experience writing basic and complex SQL queries
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, and manage laterally and upwards
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 useable Salesforce solutions
Skilled at collaborating across all levels of the organization
Organizational skills, technical skills and visualization skills
Strong work ethic, desire to learn and be challenged, self-driven, motivated, and a strong strategic thinker
Preferred
API knowledge and experience
1-3 years of Financial Tech experience with emphasis on wealth management and RIA
Celigo or equivalent API exchange experience.
APEX/Flow/Python experience
Ability to design and implement new processes and facilitate user adoption
Knowledge of Financial Tech with an emphasis in Wealth Management/RIA operations