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SI

Staff Salesforce Administrator

Signal Advisors
United Statesfull_timeVerifiedPosted 14 Jan 2025

About the role

Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today, and only a quarter have a financial plan. Our team is reimagining a 60-year-old industry—bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Supported by our incredible investors, we’ve grown from a small Detroit-based team in 2020 to over 100 team members dispersed across the country.


We are: Empowering Leaders. Client Advocates. Entrepreneurial Champions.


Our team is a blend of industry experts and technologists building a better business, together. We’re in it for the long haul. Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company’s vision? Join us at Signal!

Candidates for this role must be located within 1 hour Detroit or be located in McKinney, TX


WHAT YOU’LL GET TO DO

  • Lead the Salesforce platform strategy, defining and overseeing its architecture to ensure it aligns with business goals. Act as a senior expert in managing complex system integrations and leveraging Salesforce to drive business success.
  • Tackle complex challenges within the Salesforce environment, developing innovative solutions that improve system efficiency and user satisfaction. Oversee the implementation of these solutions, ensuring they are scalable and sustainable.
  • Engage deeply with various departments to analyze and enhance their business processes through advanced Salesforce automation and custom applications.
  • Develop strategic reports and dashboards that provide deep insights into business operations, facilitating data-driven decision-making at all levels of the organization.
  • Design and enforce strict access controls and security policies to maintain the integrity and confidentiality of the Salesforce data.
  • Spearhead Salesforce release management processes, including planning, testing, and rollout of new features, ensuring smooth transitions and minimal disruption.
  • Create detailed documentation and conduct educational workshops to boost Salesforce proficiency across the organization.
  • Collaborate with software development teams to guide and review custom solutions, ensuring they comply with internal standards and Salesforce best practices.
  • Proactively scout for and integrate new Salesforce features and technologies that offer potential value additions to the business.
  • Handle complex administrative tasks with a focus on system improvements, user management, and end-user support.
  • Act as a key technical liaison among internal teams, external partners, and stakeholders to foster synergies and solve technical challenges.
  • Mentor junior staff and peers, promoting knowledge sharing and professional growth within the Salesforce team.

WHAT YOU HAVE

  • Master's degree in Computer Science or related and 2 years of experience as Salesforce Administrator.

WHAT WE VALUE @ SIGNAL

  • These are the values that drive how we operate and make decisions.
    🌔  We’re obsessed with finding a better way. Never settle for less.
    🪄  We amaze every client, every time. A great company is built one client at a time.
    🏃  We act with a sense of urgency. We use our best judgment to act urgently on the right things at the right time.
    👀  We raise our level of awareness. Everything starts with awareness. We’re curious and alert to what is happening around us.
    🏈  We find inches everywhere around us. There are thousands of opportunities to make an impact. We take those opportunities and act.
    🧭  We do the right thing. Sticking to the highest standard of integrity is not optional.
    💪  We have strong opinions, loosely held. It’s not about WHO is right, it’s about WHAT is right.
    Simplicity is Genius. Simplicity doesn’t just clarify; it makes things better for everyone. It’s that simple.
    🙏  Ideas are valued, execution is worshiped. Great ideas get you to the 50-yard line; outstanding execution gets you into the

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Company

Signal Advisors

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