Full-Time
Jr. Salesforce Administrator
Posted on 9/13/2024
Addepar
1,001-5,000 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.
- Exposure/awareness of the following technologies is considered a benefit:
- Salesforce Revenue Cloud
- Ironclad CLM
- Docusign
- NetSuite
- Databricks
- Boomi or other ETL tools.
- 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 that helps financial professionals manage and analyze their clients' portfolios. The platform aggregates financial data, allowing users to align portfolios with specific targets, model asset allocations, and test hypothetical performance under various scenarios. It is particularly adept at handling illiquid assets, which are difficult to sell without losing value. Addepar's software also includes features for billing and fee management, ensuring transparency in costs associated with portfolio management. Unlike many competitors, Addepar focuses on delivering a comprehensive view of client portfolios, which empowers investment professionals to make informed decisions and optimize financial outcomes. The goal of Addepar is to enhance the capabilities of investment professionals, enabling them to better serve their clients in a dynamic financial environment.
Company Stage
Late Stage VC
Total Funding
$625.3M
Headquarters
New York City, New York
Founded
2009
6 month growth
↑ 9%1 year growth
↑ 20%2 year growth
↑ 31%
Simplify's Take
What believers are saying
- Addepar's new trading platform streamlines advisor workflows and provides deeper client insights.
- Partnerships with firms like Corient enhance Addepar's market presence and client offerings.
- Generative AI integration offers innovative solutions for data-driven investment management.
What critics are saying
- Competition from established trading platforms like Charles Schwab may challenge Addepar's new platform.
- AI integration exposes Addepar to potential risks in ethics and data privacy.
- Resource strain from partnerships may impact service quality if demand exceeds capacity.
What makes Addepar unique
- Addepar aggregates portfolio, market, and client data for over $4 trillion assets.
- The platform integrates with 100+ partners, offering a comprehensive wealth management solution.
- Addepar's Marketplace focuses on alternative and private market investments, enhancing investment options.
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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