Full-Time
Jr. Salesforce Administrator
Confirmed live in the last 24 hours
Addepar
501-1,000 employees
Investment management software for financial professionals
Junior
Remote in Canada
- 1-2 years of experience as a Salesforce Administrator.
- Required Salesforce Administrator certifications include:
- Salesforce Administrator
- Salesforce Platform App Builder
- Salesforce Service Cloud
- Exposure to a helpdesk environment with a focus on customer service and support.
- Firm grasp of Salesforce customization (objects, fields, record types, page layouts, validations and platform automations (flow)).
- Strong problem-solving skills and attention to detail.
- Superb communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Eagerness to learn and grow in a dynamic environment.
- Experience in the finance industry is highly desirable.
- Assist in the daily administration and support of Salesforce, including user setup, profiles, roles, customization of objects, fields, record types, page layouts, validations etc.
- Provide first-line troubleshooting and support for Salesforce users, responding to helpdesk tickets and resolving issues promptly.
- Work closely with senior administrators/ architects and developers to implement changes or enhancements to the Salesforce platform which includes both build and quality assurance activities.
- Maintain data quality and integrity within Salesforce through regular data audits and cleansing.
- Develop and deliver training materials and sessions to new or existing Salesforce users.
- Stay updated with Salesforce releases and new features, and assist in the implementation of relevant updates.
- Create and manage reports and dashboards.
- Participate in project meetings and contribute to the planning and execution of Salesforce projects.
Addepar provides investment management software designed for financial professionals like asset managers and financial advisors. The platform aggregates and analyzes financial data, allowing users to make informed investment decisions. It enables users to align portfolios with specific targets, model asset allocations, and test hypothetical performance across various scenarios, including managing illiquid assets. Addepar's software offers a comprehensive view of client portfolios, helping professionals optimize financial goals and cash flow. The company operates on a subscription model and includes features for billing and fee management, ensuring transparency in costs. With a strong presence in the global market and a large user base, Addepar focuses on leveraging data and technology to enhance the services investment professionals provide to their clients.
Company Stage
Series F
Total Funding
$1.6B
Headquarters
Mountain View, California
Founded
2009
6 month growth
↑ 6%1 year growth
↑ 11%2 year growth
↑ 27%
Simplify's Take
What believers are saying
- Addepar's strong Q1 2024 performance and continuous product updates indicate robust growth and innovation.
- The appointment of Bob Pisani as CTO and the opening of a new office in Pune, India, highlight Addepar's commitment to global expansion and technological advancement.
- Partnerships with firms like Corient and Baker Tilly demonstrate Addepar's ability to attract and retain high-profile clients, enhancing its market reputation.
What critics are saying
- The financial technology sector is highly competitive, with constant pressure to innovate and differentiate from other players.
- Managing and integrating new technologies and partnerships can pose operational challenges and potential disruptions.
What makes Addepar unique
- Addepar's platform uniquely handles illiquid assets, providing a comprehensive view of portfolios that many competitors lack.
- The company's focus on data-driven insights and billing transparency sets it apart in the financial technology sector.
- Addepar's strategic partnerships and integrations, such as with Asset-Map and WealthHub, enhance its platform's functionality and client value.
Benefits
Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
Learning & Development Allowance: Your continued growth and development are important to us
Dynamic Team: Strong investment in the best talent at the intersection of technology and finance