Salesforce Administrator - Assistant Vice President
About the Role
iCapital is looking for a Salesforce Administrator to take hands-on ownership of the Salesforce estate, spanning multiple organizations supporting the Distribution, Enterprise, Structured Investments, and Data Solutions teams. Working alongside a close-knit team to drive platform stability, data quality, and commercial capability, this is a role for someone comfortable walking into complexity, assessing it clearly, and building solutions that last.
Responsibilities
- Support daily Salesforce operations, including user requests, ticket resolution, and stakeholder communication.
- Lead the assessment, documentation, and enhancement of Salesforce configuration across multiple organizations including environments where formal ownership is being established.
- Gather and translate business requirements into scalable, user-friendly solutions.
- Configure standard Salesforce tools such as Flows, approval processes, reports and dashboards.
- Manage user and license administration (i.e. setup and deactivation, roles, profiles, permission sets, sharing rules).
- Partner with an external delivery partner and progressively take ownership of complex configuration and build work as internal capability scales.
- Maintain and manage sandbox environments for testing and deployment.
- Collaborate with teams using integrated platforms.
- Troubleshoot and fix bugs as needed.
- Monitor Salesforce releases and recommend relevant platform improvements.
- Communicate platform updates and provide user training as needed.
Qualifications
- 5-7+ years of hands-on Salesforce Admin experience
- Bachelor’s degree or equivalent experience in a related field
- Salesforce Administrator certification is required; Salesforce Advanced Administrator certification is a plus
- Experience with Salesforce Data Cloud, Agentforce, Marketing Cloud or integrated platforms such as HubSpot, Cvent, or Tableau is strongly preferred
- Experience working across multiple Salesforce orgs, including environments with limited existing documentation
- Familiar with financial services, fintech, or alternative investments is a plus
- Excellent written and verbal communication skills with attention to detail
- Able to document processes and contribute to internal knowledge management
- Comfortable working independently while collaborating across teams
Benefits
The base salary range for this role is $90,000 to $110,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Skills
As published by greenhouse · 15 questions · 1 written answer
Basics
First Name, Last Name, Email, Phone, Resume/CV, Cover Letter, Location
Short answers (9)
- Preferred First Name
- What is your desired base salary expectation? Please specify the amount and currency.
- What is your desired bonus expectation? Please specify the amount and currency.
- What is your desired total annual compensation when considering an equity award? Please specify the amount and currency.
- Are you subject to any form of Garden Leave or a Non-Compete Agreement? If yes, please provide detail below.
- If "Employee Referral" was selected for "How did you hear about this job?" please type the full name of the referring employee. If not, please type in "N/A".
- What is your LinkedIn profile URL? If applicable, please share the link. optional
- What is your full legal name?
- What is your personal website or online portfolio? If applicable, please share the link. optional
Pick from a list (5)
- Are you legally eligible to work in the country where this role is located?
- Do you currently require any type of visa sponsorship for employment?
- Do you require any type of visa sponsorship for employment in the future (i.e. student visa transfer to H1B, etc)?
- iCapital is an office-first culture, as such all employees are required to work in the office Monday-Thursday, with the flexibility to work remotely on Friday, depending on the department. Please review the job description before applying, to identify the specified location/s for the role.
- How did you hear about this job?
Written answers (1)
- What forms of deferred compensation do you currently have (e.g., unpaid or deferred bonus, equity, or other long‑term incentive plans)? Please provide as much detail as possible. If no form of deferred compensation exists, please input N/A for this question.