Full-Time

Salesforce Administrator

Confirmed live in the last 24 hours

Addepar

Addepar

1,001-5,000 employees

Investment management software for financial professionals

No salary listed

Senior

Remote in Canada

Candidates must be based in Canada.

Category
IT & Support
Software Engineering
Required Skills
JavaScript
Salesforce
Requirements
  • BSc in Computer Science or demonstrated equivalent experience.
  • 5+ years of experience as a Salesforce Administrator.
  • Familiarity with the setup and maintenance of typical Salesforce metadata such as object model and schema changes, record types, Salesforce platform automation (Workflow Rules, Process Builders & Flows), apps, page layouts, Salesforce security model, and Salesforce Development (APEX, Javascript library usage, Platform Event handling).
  • Strong problem-solving skills and attention to detail.
  • Excellent communication and interpersonal skills including the ability to present complex solutions to non-technical audiences.
  • Ability to work independently and as part of a team.
  • Eagerness to learn new technologies both on and off the Salesforce platform and how they integrate together.
Responsibilities
  • Utilize in-depth knowledge of the Salesforce platform, including Sales Cloud, Service Cloud, Revenue Cloud (CPQ) and other Salesforce products to implement robust solutions.
  • Stay current with the latest Salesforce features, and assist in the implementation of relevant updates.
  • Work with business stakeholders to gather requirements and confirm business goals and outcomes.
  • Work with Addepar’s Solution and Technical Architects to translate business requirements into detailed technical specifications and high-level design documents.
  • Collaborate with business stakeholders, project managers, and development teams to ensure successful delivery of Salesforce projects.
  • Participate in build sprints performing both build activities and Quality Assurance testing.
  • Create documentation for solutions as required by Addepar’s Center of Excellence.
  • Ensure solutions are aligned with enterprise architecture standards and Salesforce capabilities.
  • Perform standard org maintenance tasks such as data loading, deduplication and other data quality tasks; user creation/ deactivation; territory assignments; minor metadata updates; etc.
  • Participate in QA and UAT sessions from both a planning and testing perspective.
  • Partner with the Sales Enablement team to provide training and support to end-users and other team members on Salesforce.
  • Act as a subject matter expert for Salesforce-related queries and issues.
Desired Qualifications
  • Experience in the finance industry is highly desirable.
  • Certifications in the following subject matter areas are considered an asset: Salesforce CPQ, Salesforce Admin/ Advanced Admin, Salesforce App Builder, Salesforce Experience Cloud Consultant, Platform Developer Level 1, Salesforce Integration Architect, SAFe Certification, PMI-ACP or equivalent Agile based Certification to support our Project and Program approach.
  • Exposure to any of the following technologies is also desirable: Certinia (FinancialForce), Gearset, Ironclad CLM, Docusign, NetSuite, Databricks (including AI Agent), Looker, ETL tools such as boomi, Informatica, Mulesoft etc.

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 performance under various scenarios. It is particularly adept at handling illiquid assets, which are harder to sell without losing value. Addepar's software also includes features for billing and fee management, ensuring transparency in costs for clients. Unlike many competitors, Addepar focuses on delivering a comprehensive view of each client's financial situation, which empowers investment professionals to make informed decisions. The goal of Addepar is to enhance the ability of investment professionals to meet their clients' financial objectives in a dynamic market.

Company Size

1,001-5,000

Company Stage

Late Stage VC

Total Funding

$672.8M

Headquarters

New York City, New York

Founded

2009

Simplify Jobs

Simplify's Take

What believers are saying

  • Addepar's partnership with Corient enhances its market penetration and client support capabilities.
  • The launch of Addepar Trading in 2024 streamlines advisor workflows and boosts user engagement.
  • Bob Pisani's appointment as CTO accelerates technological advancements and client growth.

What critics are saying

  • Competition from fintech startups may erode Addepar's market share.
  • Rapid AI evolution could outpace Addepar's current technological capabilities.
  • Integration challenges with financial systems like Sage Intacct may disrupt services.

What makes Addepar unique

  • Addepar integrates with over 100 partners, offering a comprehensive investment management solution.
  • The platform handles illiquid assets, providing unique insights for complex portfolios.
  • Addepar's open platform allows seamless integration with various financial systems.

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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

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
PR Newswire
Mar 5th, 2025
Sumit Announces Strategic Integrations With Bill And Addepar Into Its Family Office Accounting Software

NEW YORK, March 5, 2025 /PRNewswire/ -- SumIt, a powerful, multi-entity general ledger and accounting platform built by family offices for family offices, today announces integrations with Bill for streamlined payments and Addepar for enhanced investment tracking. These additions provide family offices and high-net-worth individuals with a more holistic, user-friendly solution for increasingly complex financial operations.In 2024, Deloitte estimated there were approximately 8,030 family offices worldwide—a 31% increase since 2019—with projections reaching 10,720 by 2030. This swift expansion underscores the rising need for robust, intuitive accounting software tailored to family offices. SumIt addresses this demand by enabling users to manage multiple entities, record journal entries, and generate consolidated reports with just a few clicks. The platform's intuitive interface provides a clear visualization of trusts, LLCs, and other structures enhanced by AI-driven transaction categorization.Many family office accounting platforms promised to unify family office accounting and workflows, but, in practice, they were too complicated for many. On the other end of the spectrum, overly simplistic solutions lacked crucial features needed by family offices

IREI
Feb 20th, 2025
Addepar launches new data-driven portfolio solutions

Addepar launches new data-driven portfolio solutions.

Investment Executive
Oct 9th, 2024
Tech roundup: IG partners with fintech to offer online estate planning services

Great-West Lifeco announced the acquisition of Pennsylvania-headquartered Plan Management Corp. in a release on Sept. 23, but did not disclose the deal's financial terms.

InspireChat
Sep 25th, 2024
Addepar launches trading platform | Wealth management

Addepar, a technology provider for RIAs and wealth managers, has announced the launch of its trading platform, the rollout of dashboard enhancements and other enhancements to its products.

PR Newswire
Sep 24th, 2024
Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life

NEW YORK, Sept. 24, 2024 /PRNewswire/ - Addepar, a leading global technology and data platform for investment professionals, today announced the launch of Addepar Trading, Dashboards, and other design enhancements to streamline advisor workflows and deliver deeper insights for clients.