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Salesforce Administrator

McLean, VA

Overview

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Firm Description:

At Bogart Wealth, we specialize in providing exceptional wealth management services and solutions. Our team is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. We are currently seeking a skilled and detail-oriented Salesforce Administrator to join our team and help us optimize our Salesforce CRM platform to improve business processes, drive efficiency, and support our growth.

Job Description:

Position Summary: The Salesforce Administrator will be responsible for managing, optimizing, and evolving the firm’s Salesforce platform to align with business needs and support the firm’s continued growth. This includes ensuring data integrity, improving business processes, and driving user adoption of Salesforce across the firm. Additionally, the Salesforce Administrator will oversee critical integrations and collaborate with key stakeholders to introduce and refine business processes in operations, business development, and portfolio administration. 

This position requires the employee to be onsite in McLean 5 days a week.

Education:

Required: Bachelor’s degree in Computer Science, Information Technology, or a related field

Preferred: Graduate degree in a related field

Years of Experience:

Required: 5+ years of experience

Certifications:

Required: Salesforce Administrator

Preferred: Salesforce Platform App Builder; Salesforce Platform Developer II; Salesforce Strategy Designer

Key Responsibilities:

Salesforce Administration

  • Administer, configure, and customize the Salesforce platform to meet the evolving business needs of a growing RIA
  • Lead the evaluation and potential migration from XLR8 to Salesforce Financial Services Cloud (FSC), ensuring a seamless transition and maximizing capabilities
  • Administer and manage user setup, profiles, roles, permissions, and access controls to ensure system security and regulatory compliance
  • Oversee and maintain integrations with key financial technology systems, including eMoney, Black Diamond, Schwab, and Milemarker
  • Stay current with Salesforce releases, new features, and best practices to recommend system enhancements

Data Integrity & Process Optimization

  • Implement and maintain best practices for data integrity, cleansing, and governance within Salesforce by developing data validation rules as well as continued monitoring and resolving of data discrepancies
  • Work with key stakeholders to design and implement business processes within Salesforce, identifying opportunities to automate workflows and eliminate inefficiencies
  • Develop and implement firm-wide Salesforce usage policies to improve consistency, data accuracy, and system utilization

Reporting & Analytics

  • Design and maintain custom reports, dashboards, and workflows to provide actionable insights for leadership, advisors, and departments
  • Ensure data accuracy with continuous data integration from multiple financial technology systems
  • Track platform adoption and identify areas for improvement to enhance utilization and efficiency

User Support

  • Act as the Salesforce champion to ensure firm-wide adoption and engagement
  • Develop user training materials and conduct training sessions for new and existing users to maximize platform utilization across teams
  • Provide ongoing user support by troubleshooting issues, resolving user concerns, and working with internal stakeholders and external vendors to enhance the system
  • Other duties as assigned

Requirements & Skills

  • Proven experience as a Salesforce Administrator
  • Knowledge of Salesforce technological trends to build reports, dashboards, workflows, and data validation
  • Ability to work independently with minimal supervision
  • Ability to problem solve by analyzing situations, identifying problems, and developing effective solutions
  • Excellent communication skills with the ability to work collaboratively with team members and stakeholders
  • Strategic thinking based on data-informed decision-making
  • Ability to train employees on new technology implementations
  • Knowledge of Black Diamond, eMoney, Schwab, and Milemarker is a plus

Benefits

  • Competitive compensation
  • Health benefits
  • Bonus programs
  • A 401(k)-retirement plan with company match
  • A fun and friendly team of colleagues
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IMPORTANT DISCLOSURES: Please remember that past performance may not be indicative of future results. Registration as an investment adviser (RIA) does not imply a certain level of skill or training. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Bogart Wealth, LLC (“Bogart Wealth”), or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Bogart Wealth. Please remember to contact Bogart Wealth, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Bogart Wealth is neither a law firm nor a certified public accounting firm and no portion of the commentary content should be construed as legal or accounting advice. A copy of the Bogart Wealth’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.

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