Salesforce Administrator

**Salesforce Administrator** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** **Position Overview** We are looking for a Salesforce Administrator to join our growing Operations & Technology team. This role is ideal for a technically skilled Salesforce professional who thrives in a collaborative environment and is passionate about driving digital transformation. The team is responsible for implementing the firm’s technology roadmap, managing platforms like Salesforce, and supporting operational excellence across departments. As a key contributor, you will lead initiatives that enhance platform capabilities, improve data integrity, and elevate user experience. **What You’ll Be Doing** **Salesforce Strategy & Development (40%)** - Design and implement scalable, customized Salesforce solutions aligned with business goals. - Collaborate with stakeholders to translate complex business requirements into technical specifications and deliver robust, user-friendly solutions. - Create and maintain platform configuration including custom objects, record types, validation rules, approval processes, dynamic forms, and custom metadata types. - Oversee platform configuration including advanced automation (Flows, Apex triggers), integrations, and third-party apps. - Stay current with Salesforce releases and lead adoption of new features such as Einstein AI, Data Cloud, and OmniStudio. **Platform Governance & Data Stewardship (25%)** - Define and enforce data governance policies, ensuring high standards of data quality and compliance. - Design and maintain complex reports, dashboards, and data models to support analytics and executive decision-making. - Lead data migration and transformation projects using tools like Data Loader and Workbench. - Implement and monitor field-level security, sharing rules, and role hierarchies to ensure data access integrity. **Operational Support & Process Optimization (20%)** - Act as a senior escalation point for Salesforce-related issues, performing root cause analysis and implementing long-term fixes. - Drive continuous improvement by automating business processes using Flow, Process Builder, and Apex triggers to streamline workflows and enhance user satisfaction. - Assist in maintaining documentation for processes, procedures, and user guides. - Lead UAT planning and execution for new solutions and enhancements. **Project Leadership & Stakeholder Engagement (15%)** - Support Salesforce-related projects from initiation to delivery, including timelines, and stakeholder communication. - Assist in cross-functional workshops and training sessions to promote platform adoption and user empowerment. - Represent the Operations & Technology team in strategic planning discussions and contribute to roadmap development. **What You Bring** - Bachelor’s degree in IT, Computer Science, Business, or a related field; Salesforce Administrator and Advanced Administrator certifications preferred. Additional certifications (e.g., Platform App Builder, Sales Cloud Consultant, Data Architect) are a strong asset. - 5+ years of hands-on experience with Salesforce administration and development. - Proficiency in SOQL, Lightning Web Components (LWC), Visualforce, and Flow Builder - Strong understanding of data architecture, governance, and integration strategies. - Analytical mindset with strong problem-solving and communication skills. - Excellent communication, analytical, and organizational skills. - Ability to manage multiple tasks under pressure and meet deadlines. - Familiarity with BI tools such as Power BI, or CRM Analytics (formerly Einstein Analytics). **About Connor, Clark & Lunn Financial Group** At CC&L Financial Group, we understand the value of opportunity - for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact. With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $155 billion in client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients. Connor, Clark & Lunn Private Capital ("CC&L Private Capital") is an affiliate of CCLFG, providing professional discretionary money management services to individual investors, foundations and endowments. The firm is currently responsible for approximately $18 billion in client assets. CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age. LI-HYBRID #LI-JB1