Go Back

Salesforce Specialist

08/16/19 15:28
0 Applications
Job Type:
Full Time
$75,000 to $80,000

What we are looking for -

We are looking for an experienced, hands-on Salesforce Specialist to provide support, maintenance, and improvement of our Salesforce platform.  Administration of our Salesforce database including, but not limited to managing user setup, profiles and roles, fields, object customizations, record types, page layouts, templates, validations, including data integrity in general.  This role will serve as the primary person to provide solutions to end-user Salesforce issues.  This role will also assist with process and workflow documentation creation and improvements including the mapping and automation of tasks, applications integrations, data retrieval and reporting to ensure we are leveraging Salesforce for efficiency and effective client management.

You will -

  • ·      Provide Salesforce technical assistance to all end users
  • Work with users and vendors to document and resolve issues
  • Develop and create customized reports and dashboards
  • Prepare training material and provide end user training in person, via web conferencing and recorded presentations
  • Develop effective methods to keep users informed about system functionality and enhancements
  • Create and maintain documentation on processes, policies, protocols, application configuration and help-related materials for users as applications are developed
  • Maintain system metrics to track trends in usage and data integrity
  • Periodically run data maintenance procedures to enhance data integrity and system functionality
  • Work with users and management to document, design, test and deploy complex processes workflows including rules and triggers
  • Participate in the selection, testing, installation and maintenance of AppExchange applications
  • Monitor new Salesforce release features and functionality and provide recommendations for process improvements
  • Recommend changes in development, maintenance and standards
  • Other duties as assigned


We want -

·         College degree, or equivalent work experience

·         Minimum of 2 years of experience as Salesforce Administrator with technical implementation, day-to-day operations, and long-term maintenance

·         Salesforce admin certification preferred

You are -

·         Able to multitask and work on multiple project at the same time

·         Capable of prioritizing a variety of tasks and heavy volume of work

·         Experienced with providing remote technical support via screen share, email, and phone

·         Customer service oriented and comfortable working with all levels of staff

·         Able to learn new skills and stay current with rapidly changing technology

·         An innovative thinker who is both technologically sound and has a good business operations perspective

·         Able to work independently and as a member of the technology team

·         Someone with excellent oral and written communication as well as receptive listening skills, with ability to present complex ideas in a clear, concise fashion to technical and non-technical audiences

We offer –

·         Collaborative fun environment

·         Commuter benefit up to $265 monthly

·         Generous 401(k) match

·         Individual and cash profit sharing bonuses

·         Generous company contribution to medical benefits

·         Summer ‘Give Back to the Community’ outings

·         Catered weekly lunch and healthy snacks

·         Paid firm retreats


 We are –

 ASPIRIANT THE leading independent wealth management firm.

We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.


Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. Aspiriant is committed to diversity, and as an equal opportunity employer, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information or any other factor that is not related to the position.




To Apply

Applicants should go to www.aspiriant.com, select the ‘Careers’ link in the footer search for open positions in San Francisco. From there attach a cover letter and resume for consideration.


Aspiriant is an Equal Opportunity Employer and follows San Francisco’s “Fair Chance Ordinance” (FCO).






Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions.  There are also restrictions on trading certain securities.  Candidates are encouraged to request further information regarding these policies.

Email this job Save this job