Full-Time

Lead Salesforce Administrator

Hybrid, Flexible Options

Confirmed live in the last 24 hours

Broadridge

Broadridge

10,001+ employees

Technology solutions for financial services industry

Fintech
Financial Services

Compensation Overview

$105k - $125kAnnually

+ Bonus

Mid

New York, NY, USA

Hybrid position; seeking candidates located on the East Coast.

Category
IT Consulting
Consulting
Required Skills
Talend
JavaScript
Salesforce
HTML/CSS
Requirements
  • Salesforce.com Certification, preferably Platform App Builder and Salesforce Administrator, required
  • Experience in Salesforce.com Sales Cloud core configuration, Flow Configuration, Data Loader, Excel required
  • Know when to apply Platform Events, SOQL, Talend, HTML, Apex, Javascript, LX web components and exposure or experience with the latest tooling for Salesforce.com optimization
  • Experience with implementations supporting a SaaS/subscription-based business preferred
Responsibilities
  • Develop a deep understanding of the value proposition of Salesforce.com in context of business needs and relay consistent messaging to business audiences to encourage and reinforce best practices
  • Support training and onboarding of business users to the system, drive adoption on existing apps and features
  • Configure Salesforce according to approved solutions including but not limited to, Page Layouts, Lightning Pages, Profiles, Permission Sets, Roles, Quick Actions, Fields, Feature Settings, Lightning Apps, Reports, Dashboards, Custom Permissions, Custom Metadata Tables, Custom Objects, Groups, Queues, Record Types
  • Conduct analysis and evaluation of materials and artifacts provided by the business
  • Capture comprehensive meeting notes; author requirements based on workshops and conversations with stakeholders, business users; author and track user stories
  • Author and maintain clear, complete, and well versioned documentation under guidance from senior architect and project leads
  • Groom and prioritize backlog based on business requests and/or recurring observed issues
  • Research Salesforce features, manage platform readiness for new SFDC releases
  • Maintain Project Tracking tools to ensure real-time visibility into progress of project tasks and overall workstreams
  • Maintain Configuration Workbooks and execute system audits and spot-checks
  • Create and maintain user-facing documentation for training admins and business users
  • Manage case queue
  • User support and error troubleshooting
  • User Login & Access Support
  • Tracking user issues to inform new features and business user engagement opportunities
  • Research and document current state functionality
  • Host live new feature demos and Q&As
  • Author and distribute release notes and feature announcements
  • Maintain training-resources for business users
  • Maintain training-resources for admins, including but not limited to administrative policies and frameworks, internal training documentation
  • Execute QA testing for new features and platform changes
  • Support Bulk Data Updates, recurring and one-off

Broadridge Financial Solutions offers technology-driven services for the financial services industry, focusing on processing and managing large volumes of financial transactions. They provide data management, analytics, and essential communications, helping clients track investments and comply with regulations. Unlike competitors, Broadridge has visibility into 95% of ETF assets and 90% of long-term mutual fund assets, enhancing client engagement. The company's goal is to be a vital partner for financial institutions, equipping them with the tools and insights needed for effective investment management.

Company Stage

IPO

Total Funding

$3.1B

Headquarters

New York City, New York

Founded

1962

Simplify Jobs

Simplify's Take

What believers are saying

  • Broadridge's strategic acquisitions, such as CompSci and AdvisorTarget, enhance its capabilities in SEC filings and digital marketing, respectively, positioning it for continued growth.
  • The integration with Transaction Network Services for global futures and options platforms reduces operational risks and simplifies market data management for clients.
  • Broadridge's extensive client base and handling of significant ETF and mutual fund assets provide a stable revenue stream and growth opportunities.

What critics are saying

  • The departure of key executives, such as the CFO, could lead to strategic misalignments and operational disruptions.
  • The highly competitive fintech landscape requires continuous innovation, and failure to keep pace could erode Broadridge's market share.

What makes Broadridge unique

  • Broadridge handles over $10 trillion in daily trading volume, making it a critical player in the financial markets with unmatched transaction processing capabilities.
  • Their comprehensive suite of services, including data management, analytics, and essential communications, provides end-to-end solutions for financial firms, unlike competitors who may offer more fragmented services.
  • Broadridge's focus on regulatory compliance and ESG performance monitoring sets it apart in helping clients navigate complex regulatory environments.

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