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Salesforce Administrator

Remote, Canada

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 $7 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

Addepar is seeking a highly skilled and motivated Salesforce System Administrator to help manage and enhance our Salesforce instance as well as other supporting technologies. The ideal candidate will have expertise in Salesforce administration, a solid understanding of APEX development, including Lightning Web Components (LWC), and experience with SOQL.

This role requires a proactive individual who can collaborate with cross-functional teams to ensure the platform meets business needs and supports organizational growth.

What You'll Do

  • Utilize in-depth knowledge of the Salesforce platform, including Sales Cloud, Service Cloud, Revenue Cloud (CPQ) and other Salesforce products to implement robust solutions.
  • Stay current with the latest Salesforce features, and assist in the implementation of relevant updates.
  • Work with business stakeholders to gather requirements and confirm business goals and outcomes. 
  • Work with Addepar’s Solution and Technical Architects to translate business requirements into detailed technical specifications and high-level design documents.
  • Be inquisitive! We are partners with the business. Ensure we are implementing the right solutions for the right problems.
  • Collaborate with business stakeholders, project managers, and development teams to ensure successful delivery of Salesforce projects.
  • Participate in build sprints performing both build activities and Quality Assurance testing
  • Create documentation for solutions as required by Addepar’s Center of Excellence
  • Ensure solutions are aligned with enterprise architecture standards and Salesforce capabilities.
  • Perform standard org maintenance tasks such as data loading, deduplication and other data quality tasks; user creation/ deactivation; territory assignments; minor metadata updates; etc.
  • Participate in QA and UAT sessions from both a planning and testing perspective.
  • Partner with the Sales Enablement team to provide training and support to end-users and other team members on Salesforce.
  • Act as a subject matter expert for Salesforce-related queries and issues.

Who You Are

  • BSc in Computer Science or demonstrated equivalent experience.
  • 5+ years of experience as a Salesforce Administrator.
  • Be familiar with the setup and maintenance of typical Salesforce metadata such as (but not limited to):
    • Object model and schema changes
    • Record types
    • Salesforce platform automation
      • Workflow Rules, Process Builders & Flows
    • Apps, page layouts, etc
    • Salesforce security model
    • Salesforce Development (APEX, Javascript library usage, Platform Event handing)
  • Certifications in the following subject matter areas are considered an asset:
    • Salesforce CPQ
    • Salesforce Admin/ Advanced Admin
    • Salesforce App Builder
    • Salesforce Experience Cloud Consultant
    • Platform Developer Level 1
    • Salesforce Integration Architect
    • SAFe Certification, PMI-ACP or equivalent Agile based Certification to support our Project and Program approach
  • Strong problem-solving skills and attention to detail.
  • Excellent communication and interpersonal skills including the ability to present complex solutions to non-technical audiences.
  • Ability to work independently and as part of a team.
  • Eagerness to learn new technologies both on and off the Salesforce platform and how they integrate together.
  • Experience in the finance industry is highly desirable.
  • Exposure to any of the following technologies is also desirable
    • Certinia (FinancialForce)
    • Gearset
    • Ironclad CLM
    • Docusign
    • NetSuite
    • Databricks (including AI Agent)
    • Looker
    • ETL tools such as boomi, Informatica, Mulesoft etc.

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 TAinfo@addepar.com.

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