Salesforce Administrator

Overview:

Dynasty Financial Partners is hiring a Junior Salesforce Administrator. This individual will provide hands-on administration and support for the Dynasty CRM Platform, helping our Network Partners get the most out of the technology that runs their business. This is a great opportunity for someone with 1-3 years of Salesforce administration experience who wants to grow their skills supporting a large, evolving CRM platform used across dozens of client firms.

Responsibilities:

• Perform user setup, deactivation, roles, profiles, permission sets, and public group management across the Dynasty CRM Platform
• Build and maintain Salesforce configuration changes, including Flow Builder automations, fields, page layouts, record types, and validation rules
• Create and maintain reports and dashboards to support Network Partner business needs
• Maintain data integrity across the platform, including data cleaning, deduplication, and enrichment
• Provide first-line troubleshooting and support for Network Partner users via ticketing, email, or phone, escalating complex issues as needed
• Assist with testing and rollout of new Salesforce features, updates, and releases
• Maintain documentation on Salesforce configurations, processes, and best practices
• Coordinate with Dynasty's broader CRM and Support teams on cross-platform projects and process improvements