Salesforce Administrator

3 months ago

Vancouver, Canada Invest X Full time

**The Company**

InvestX was launched in 2014 with a mission to bring transparency and trust to the private equity market. We are a leading cross-border pre-IPO investor offering access to private equity deals that, for many decades, were exclusive to a limited investing population. With over US$500 million in investments and 80+ portfolio companies, we work with leading North American registered security firms to offer accredited investors private equity investment opportunities in companies including Airbnb, SoFi, Spotify, DocuSign, Patreon, and many more. We have successfully launched multiple SPVs (Special Purpose Vehicles) and diversified funds and are currently investing in our 4th Fund.

InvestX is backed by leading financial institutions Jefferies, Virtu Financial, and Canaccord Genuity and has been featured in CNBC, Forbes, Bloomberg, U.S. News, Business Insider, Reuters, The Globe and Mail, and many other publications.

**Location**: Vancouver, BC (Hybrid, 3 days in office)

**The Role**

Are you organized, detail-oriented, and passionate about solving challenges and leveraging data? The Salesforce Administrator (SA) is responsible for the day-to-day configuration, support, maintenance, and improvement of our CRM platform. Reporting to Sales, this role partners with key business stakeholders to streamline and optimize processes using Salesforce. The SA will also ensure that the platform operates efficiently and is utilized to its full potential to meet the company’s needs.

**Responsibilities**:
Salesforce Configuration and Customization:

- Perform daily administration tasks such as user setup, profiles, and roles, permissions, workflow rules, and security settings.
- Customize and configure objects, fields, record types, page layouts, and validation rules.
- Manage data imports and exports to ensure data integrity according to established firm approaches.
- Create and update reports, dashboards, and workflows to track KPIs and other performance metrics.

User Support & Training:

- Provide front-line support for end-users and resolve issues related to Salesforce.
- Conduct regular training sessions to ensure users understand how to use Salesforce effectively.
- Create and maintain training materials and user guides.

Platform Maintenance & Optimization:

- Monitor system performance, identify potential improvements, and ensure smooth operation.
- Stay updated with Salesforce releases and leverage new features to optimize business processes.
- Implement and maintain data quality practices, including data cleansing and deduplication.

Collaboration with Stakeholders:

- Partner with business leaders to understand their requirements and provide appropriate Salesforce solutions.
- Collaborate with Sales, Marketing, Operations and Technology and other teams to develop and implement CRM strategies that drive business outcomes.
- Support the EVP Sales & Marketing with business insight, administration, and other duties as required.

Data Management & Reporting:

- Ensure data accuracy and integrity within Salesforce through regular audits and data cleansing.
- Create complex reports and dashboards to monitor performance and provide insights to the business.
- Process Automation:

- Implement and maintain automation features such as workflow rules, process builder, flows, and approval processes to streamline operations.

**Qualifications**:
**Experience**:

- 2+ years’ experience as a Salesforce Administrator or a similar role.
- Experience with Salesforce Sales Cloud, Service Cloud, and other relevant modules.
- Familiarity with Salesforce security model and data architecture.

Education & Certifications:

- University degree in Business or other relevant discipline, or the equivalent combination of education and experience.
- Salesforce Administrator certification (required).
- Advanced Administrator, Platform App Builder, or other Salesforce certifications (an asset).

Skills & Competencies:

- Strong understanding of Salesforce best practices, workflows, and business process automation.
- Excellent problem-solving skills and ability to work independently.
- Strong attention to detail, organizational skills, and data management expertise.
- Proficiency with tools such as Excel, Data Loader, and third-party Salesforce apps.
- Excellent communication skills, both written and verbal, with the ability to explain technical concepts to non-technical users and to influence stakeholders.
- Highly proficient with MS Office (Outlook, Word, Excel)
- Eligibility to travel between Canada and the US for occasional meetings.
- A criminal record check and credit check is required for this position.

**Salary & Benefits**:

- Actual salaries may vary based on factors, such as skill, experience, location and qualifications for the role.
- 2024 range is $65,000 - $80,000 CAD plus incentive plan and equity.
- Comprehensive Health & Benefit plan

  • Salesforce Administrator

    7 months ago

    Vancouver, Canada Global Relay Full time

    **Who we are**: For over 20 years, Global Relay has set the standard in enterprise information archiving with industry-leading cloud archiving, surveillance, eDiscovery, and analytics solutions. We securely capture and preserve the communications data of the world's most highly regulated firms, giving them greater visibility and control over their...

  • Salesforce Administrator

    1 week ago

    Vancouver, Canada Tbwa ChiatDay Inc Full time

    Launchpad, a people-first technology company, is a leader in North America´s rapidly growing tech sector. Through two solutions, Launchpad supports its clients with digital transformation:PaasportTM, our iPaaS solution, streamlines software integration and automates workflows.Nearshore Staff Augmentation, our managed IT staffing service, connects top IT...

  • Salesforce Administrator

    7 days ago

    Vancouver, Canada Tbwa ChiatDay Inc Full time

    Launchpad, a people-first technology company, is a leader in North America's rapidly growing tech sector. Through two solutions, Launchpad supports its clients with digital transformation: PaasportTM, our iPaaS solution, streamlines software integration and automates workflows. Nearshore Staff Augmentation, our managed IT staffing service, connects top IT...

  • Salesforce Administrator

    3 months ago

    Vancouver, Canada rennie Full time

    **JOB POSTING** **Position**:Salesforce Administrator **Reports to**: Director, Product **Job Type: Full Time Temporary Contract (12-18 months maternity leave cover)** ABOUT RENNIE rennie brings a thoughtful, trusted approach to the real estate industry, supporting our clients and communities for more than 40 years. Founded on a people-first culture,...

  • Salesforce Administrator

    6 months ago

    Vancouver, Canada Marqeta Full time

    Marqeta is on a mission to change the way money moves. We're one of the earliest enablers of embedded finance, a market opportunity sized up in the trillions. Our card-issuing platform provides unprecedented flexibility and control for companies to issue cards, authorize transactions, and manage payment operations in real-time. Marqeta is powering the most...

  • Salesforce Administrator

    1 day ago

    Vancouver, Canada Absolute Software Full time

    As the Salesforce Administrator you will be responsible for access/release management, production support and configuration of Absolute’s Salesforce environments. Reporting to the Senior Director of Business Applications, you will be a member of a 13-person team that supports internal-facing business systems used by core areas of the business (Sales,...

  • Salesforce Administrator

    1 month ago

    Vancouver, Canada Blitz Technology Consulting Inc Full time

    **About Us** Blitz Technology Consulting is a Vancouver-based Salesforce Consulting company focused on guiding small and growth businesses through the digital transformation journey by streamlining and automating their business processes. Our priority is to maximize efficiencies and automation through the use of technology for our clients. We value our...

  • Jr. Salesforce Administrator

    4 months ago

    Vancouver, Canada Addepar Full time

    **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...

  • Salesforce Administrator

    2 months ago

    Vancouver, Canada Benevity Full time

    **Meet Benevity**: Benevity is the way the world does good, providing companies (and their employees) with technology to take social action on the issues they care about. Through giving, volunteering, grantmaking, employee resource groups and micro-actions, we help most of the Fortune 100 brands build better cultures and use their power for good. We're also...

  • Salesforce Administrator

    2 months ago

    Vancouver, Canada Doctors of BC Full time

    At Doctors of BC our vision is to promote a social, economic, and political climate in which members can provide the citizens of BC with the highest standard of health care, while achieving maximum professional satisfaction and fair economic reward. Together, we make a difference so our doctors can make theirs. Join us today! **THE JOB**:Salesforce...

  • Salesforce Developer and Administrator

    3 weeks ago

    Vancouver, Canada MatchBox Consulting Group Full time $85,500 - $108,000

    MatchBox Consulting Group is currently seeking a Salesforce Developer and Administrator for a permanent position. This role will work out of the clients downtown Vancouver office. This is a hybrid position 3 days in office and 2 days remote.Base Salary Range $80k to $100KScope of DutiesDevelop, customize, and maintain the Salesforce sales cloud platform to...

  • Application Administrator, Salesforce

    3 months ago

    Vancouver, Canada University of British Columbia Full time

    Staff - Non Union Job Category M&P - AAPS Job Profile AAPS Salaried - Information Systems and Technology, Level D Job Title Application Administrator, Salesforce Department OCIO | Salesforce Solution & Delivery Compensation Range $8,305.08 - $12,952.33 CAD Monthly The Compensation Range is the span between the minimum and maximum base salary for a...

  • Application Administrator, Salesforce

    3 months ago

    Vancouver, Canada University of British Columbia Full time

    Staff - Non Union Job Category M&P - AAPS Job Profile AAPS Salaried - Information Systems and Technology, Level D Job Title Application Administrator, Salesforce Department OCIO | Salesforce Solution & Delivery Compensation Range $8,305.08 - $12,952.33 CAD Monthly The Compensation Range is the span between the minimum and maximum base salary for a...

  • Salesforce Consultant

    3 months ago

    Vancouver, Canada Thoughtstorm Full time

    **Position**:Salesforce Consultant **Location: 510 Burrard St. Vancouver, BC V6C 3A8** Salesforce Consultant* Sales Cloud consulting services, insightful recommendations to meet deliverable targets and various Salesforce project services: Experience in Salesforce-related project planning Experience in Sales Cloud administration and configuration -...

  • Salesforce Business System Analyst/administrator

    6 months ago

    Vancouver, Canada Eminence Organic Skin Care Full time

    **Location**: 530 West Broadway, Vancouver BC, Canada **Core hours**: Monday to Friday from 8am - 4:30pm PST We value collaboration, both in-person and remotely. This position is classified as **Remote** under our Hybrid Work Program Policy, where this position will work primarily from a home office with occasional in-person attendance. **Role...

  • Salesforce Business Analyst

    2 months ago

    Vancouver, Canada Acunor infotech Full time

    **Job Role: Salesforce BA with CPQ and Sales cloud** **Location: Vancouver, Canada** **Duration: Long term Contract** As a Salesforce Business Analyst, you will work closely with business users and stakeholders to gather requirements, analyze processes, and develop solutions that enhance the efficiency and effectiveness of Salesforce CPQ and Sales Cloud....

  • Salesforce Solutions Developer

    4 weeks ago

    Vancouver, Canada InterEx Group Full time

    Job SummaryWe are seeking a highly skilled Salesforce Business Analyst to join our team at InterEx Group. As a key member of our organization, you will play a vital role in enhancing the efficiency and effectiveness of our Salesforce CPQ and Sales Cloud systems.Key ResponsibilitiesIdentify business challenges and develop innovative solutions within the...

  • Salesforce Expert for Digital Transformation

    6 days ago

    Vancouver, British Columbia, Canada Tbwa ChiatDay Inc Full time

    About the RoleWe are seeking a seasoned Salesforce Administrator to lead our Salesforce platform, ensuring it aligns with business objectives and supports company success.Serve as the primary administrator for the Salesforce platform, including user setup, permissions, roles, and profiles.Collaborate with stakeholders to understand business needs and...

  • Salesforce Implementation Specialist

    4 weeks ago

    Vancouver, Canada InterEx Group Full time

    About InterEx GroupWe are seeking a highly skilled Salesforce Business Analyst to join our team at InterEx Group. As a Salesforce Business Analyst, you will play a key role in enhancing the efficiency and effectiveness of our Salesforce CPQ and Sales Cloud operations.Key ResponsibilitiesSolution DevelopmentYou will identify challenges within the Salesforce...

  • Salesforce Admin

    7 months ago

    Vancouver, Canada Glia Full time

    **About Glia**: Our award-winning technology powers conversations with customers for some of the world's largest enterprises. We believe that combining the human touch with technology is the best way to create amazing customer experiences. When human abilities such as problem-solving, creative thinking and relationship building are enhanced with...