Senior Salesforce Administrator - Remote

No other company in our industry is supercharging the way they work and serve their clients like OneDigital. Fresh thinking has always been the core of OneDigital’s vision and growth strategy. It’s how we stand out in our industry, it’s how we stay competitive and resilient in a changing world. Most importantly, our innovative approach is helping more people do their best work and live their best lives. Innovation fuels our employee experience by making it easier to do your best work anytime, anywhere and from any device. And our tech-based products for clients are a game changer in our industry. If you thrive on change and innovation, OneDigital is the career choice for you.

Our Newest Opportunity: 

Responsible for administration, ongoing improvement, and maintenance of the Salesforce CRM system for the Financial Services department, Including both the Wealth Management and Retirement Plan Services teams.  This position is responsible for fielding Salesforce and Platform requests, managing the integrity of the pipeline, opportunity, and customer data.  This position is also responsible for assisting with the review, implementation, and on-going maintenance of Platform Solutions.

KEY RESPONSIBILITIES AND DUTIES

•     Develop and maintain Salesforce.com applications

•     Gather and analyze business requirements for system changes and enhancements

•     Work on project teams to develop more robust and comprehensive Salesforce solutions

•     Map, migrate and integrate data in Salesforce as needed

•     Design and implement solutions using the Salesforce platform, including custom objects, fields, workflows, and reports

•     Customize database: Create new fields, workflows, page layouts and complex formulas

•     Manage and monitor data integrity and security.

•     Develop and deliver Salesforce training.  Maintain the accuracy and completeness of Salesforce training materials.

•     Provide training and support to end users on the Salesforce platform and tool suite best practices, enhancements, and apps

•     Keep abreast of new Salesforce features and functionality and providing recommendations for process improvements.

•     Complete project and programming work on other software and/or systems as assigned.

•     Work as part of a project team to coordinate tool suite technology development and determine project scope and limitations

•     Test programs or databases, correct errors and make necessary modifications.

•     Create policies, procedures, and formal training manuals; maintain and update on an on-going basis

•     Answer user inquiries regarding tool suite, computer software or hardware operation to resolve problems

•     Refer major software problems to vendors for service; manages vendor/consultant relationship

•     Collaborate with third-party consultants to develop and test future product enhancements

•     Collaborate with stakeholders to understand business processes and identify opportunities for improvement

•     Collaborate with IT team members to ensure data integrity and system stability

•     Analyze and troubleshoot system issues, and provide recommendations for improvement

•     Stay up to date with new Salesforce features and functionality, and provide recommendations for adoption

•     Create and maintain documentation for system processes and procedures

The typical base pay range for this role nationwide is $100,000 to $110,000 per year.  

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!