🛠 Tech Stack

💼 About This Role

You'll configure Salesforce solutions for alternative asset firms, acting as a trusted advisor to translate business needs into technical implementations. Your work directly impacts client success and productivity gains. This role offers exposure to complex CRM projects in a specialized fintech niche.

🎯 What You'll Do

• Configure Salesforce objects, workflows, and security settings
• Translate client requirements into technical solutions
• Coordinate QA and UAT activities with stakeholders
• Delegate tasks to data and delivery teams

📋 Requirements

• 3+ years configuring Salesforce platform (user mgmt, objects, workflows)
• 2+ years designing configuration-based solutions on Salesforce
• Experience with third-party applications like Conga
• Project management experience

✨ Nice to Have

• Salesforce certification (Admin or Advanced Admin)
• Experience in financial services or CRM for asset management
• Conga Composer or CPQ experience

🎁 Benefits & Perks

• 🏖️ Flexible PTO
• 🏥 Health insurance
• 💻 Remote work options (role is onsite but some flexibility)
• 📈 Professional development budget

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Technical Interview· 45 min
3. 3Hiring Manager Interview· 45 min