Technical Salesforce Administrator

3 weeks ago

Toronto, Canada Purpose Advisor Solutions Full time

Company Description
**Purpose Unlimited** is an independent company that is creating the future of financial services. Our platform gives entrepreneurs and small to medium-sized businesses the cutting-edge tools they need to innovate the next generation of modern asset management, wealth management, and banking technology. Our businesses include Purpose Investments, Driven, Purpose Advisor Solutions, and Longevity.

**Purpose Advisor Solutions** is a complete end-to-end platform that empowers advisors to begin, grow, and manage their independent businesses. Its wealth-as-a-service platform simplifies all aspects of the advisory business.

**Job Description**:
**Who You Are**:
As our Technical Salesforce Administrator, you’ll help us continually improve and enhance our customer’s Salesforce platforms, working primarily with our Salesforce Developer to create, manage, install, configure and maintain our custom integration package.

**Responsibilities**:

- Working with various editions of Salesforce, including Financial Services Cloud to create flows, action templates, triggers, scheduled jobs, custom objects, fields, permissions, etc.
- Manage PAS Salesforce product release cycle into customers' installations.
- Salesforce configuration changes, including (but not limited to): Workflow, Process Builder, Flow, action templates, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards, reports, and user management.
- Creation of triggers/Apex code, batch, and simple jobs, working with the Salesforce Developer on more complex tasks.
- Sandbox environment management.
- Identify and gather requirements, and translate them into best practice, scalable solutions with a focus on exceptional user experience.
- Data management to improve Salesforce data quality, implementing rules and automation as needed.
- Proactive system maintenance including Security Reviews, Release Updates, Health checks, and Optimizer.
- Create, manage and action, or assist the developer with user support tickets.
- Technical documentation.
- Work within the Engineering group's Agile development practice and use standard development practices for all Salesforce changes.

**Qualifications**:

- College or University degree.
- At least 3-5 years of experience in a similar or related role.
- Experience with Financial Services Cloud.
- Salesforce Certification (Administrator, Advanced Administrator, Developer, CPQ) is an asset.
- Creative and analytical thinker with strong end-to-end problem-solving skills.
- Strong Interpersonal Skills and Excellent Communication.
- Ability to work both independently and in a Team.
- Must be technically savvy, some light coding is a necessity.

Additional Information
**Why you should join us?**
- ** We believe in an innovative and vibrant culture** - Work for an innovative, people-first, financial services firm that values entrepreneurialism
- ** We believe in flexibility **- A flexible hybrid work model that empowers you to do your best work whether at home or at the office
- ** We care about your rewards **- Competitive compensation including bonuses & equity programs
- ** We care about your health** - Comprehensive group health, dental benefits, and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness needs
- ** We care about your quality of life** - A flexible paid-time-off policy with unlimited vacation days, flexible sick and mental health days
- ** We care about your family **- Paid parental leave for eligible employees with top-up
- ** We care about your future **- Generous Group RRSP matching and TFSA program in Purpose funds
- ** We care about your development **- We offer training opportunities and tuition support year-round

We thank all applicants for their interest; however, only those selected for interviews will be contacted.

In light of the COVID-19 pandemic, the safety and well-being of our teams are our top priority. Our future work philosophy is a hybrid model allowing for flexibility and collaboration. For safety reasons, Purpose Unlimited has adopted a vaccination policy that allows only fully vaccinated employees to enter our offices.

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