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Salesforce Administrator

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Wealthsimple

17d ago

  • Job
    Full-time
    Senior Level
  • Data
    IT & Cybersecurity
  • Canada
    Remote
  • Quick Apply

AI generated summary

  • You need 5+ years Salesforce admin experience, relevant tool proficiency, SQL skills, problem-solving abilities, adaptability, strong communication, and a passion for clients.
  • You will optimize Salesforce, improve sales funnel efficiency, implement configuration changes, develop reporting tools, partner with stakeholders, and enhance user adoption and training.

Requirements

  • Salesforce Expertise - 5+ years working with Salesforce on the admin side. Certified Salesforce Administrator
  • Technology - Slack, Salesloft, LeanData & Workato tooling proficiency.
  • Data and Analytics - SQL and analysis skills
  • Resourcefulness - Demonstrated track record of persevering in the face of adversity where priorities and direction can evolve quickly. A positive can-do attitude and be adaptable to evolving business goals
  • Collaboration - Excellent interpersonal and communication skills and an ability to work cross-functionally with a wide range of stakeholders
  • Prioritization & problem-solving - Knows how to break down complex problems and identify root causes. Knows how to balance what needs to be done with what’s possible to do. Understands the scope of an issue and its priority
  • Curiosity - Never assume anything and ask impactful questions to understand where the gaps are and where to add value
  • Passion for clients - Is incredibly passionate about our clients and our products

Responsibilities

  • Maintain and optimize our Salesforce instance on a day to day basis to drive the sales team productivity and efficiency
  • Continually improve and enhance our Salesforce platform, gathering requirements and feedback, designing scalable best practice solutions
  • Proactively identify drop-off points in the sales funnel and implement configuration changes to improve the productivity of the sales organization through the Salesforce platform
  • Manage all aspects of Salesforce configuration changes from scoping to implementation
  • Leverage our sandbox to deliver seamless improvements/changes to the platform
  • Develop impactful and robust reporting tools to drive sales manager and team member productivity that increase visibility and uncover actionable insights
  • Partner with sales leadership stakeholders to build new tactics to drive growth and optimization through the Salesforce platform
  • Partner with the sales enablement team to increase user adoption and develop sales training plans to improve the team’s overall productivity

FAQs

What is the primary responsibility of the Salesforce Administrator at Wealthsimple?

The primary responsibility is to maintain and optimize the Salesforce instance on a daily basis to drive sales team productivity and efficiency.

How many years of experience are required for this position?

A minimum of 5 years of experience working with Salesforce on the admin side is required.

Is a Salesforce Administrator certification required?

Yes, a Certified Salesforce Administrator is required for this position.

What tools and technologies should the candidate be proficient in?

The candidate should have proficiency in Slack, Salesloft, LeanData, and Workato tooling.

What skills related to data and analytics are necessary for this role?

SQL and analysis skills are necessary for this role.

What kind of support does Wealthsimple offer for professional development?

Wealthsimple offers up to $1,500 per year towards wellness and professional development budgets.

What is the vacation policy at Wealthsimple?

Wealthsimple offers 20 vacation days per year along with unlimited sick and mental health days.

Is there a retirement savings plan available?

Yes, there is a retirement savings matching plan using Wealthsimple Work.

What is the 90 days away program mentioned in the job description?

The 90 days away program allows employees to work internationally in eligible countries for up to 90 days per calendar year.

How does Wealthsimple prioritize diversity and inclusion in hiring?

Wealthsimple strongly encourages applications from everyone regardless of race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status, as they believe a diverse team is essential for building products for a diverse world.

What measures does Wealthsimple have in place for accessibility during the hiring process?

Wealthsimple provides an accessible candidate experience and will work with candidates to provide necessary accommodations and adjustments throughout the interview process and beyond.