Job Description Summary

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Job Description

Please note: This role is not eligible for immigration Work Visa sponsorship, either currently or in the future.

Position Overview

We are seeking a dynamic Salesforce & Marketing Cloud Administrator to optimize our CRM and marketing automation platforms. This role ensures seamless integration, data integrity, and compliance within a regulated financial services environment. You will collaborate cross-functionally to deliver personalized customer experiences, enhance operational efficiency, and support strategic marketing initiatives.

Key Responsibilities

Salesforce Administration

• Configure and maintain Salesforce org, including custom objects, fields, workflows, validation rules, and page layouts.
• Manage user roles, profiles, permissions, and security settings.
• Develop and maintain reports and dashboards for actionable business insights.
• Ensure data quality through regular audits and deduplication processes.
• Implement automation using Flow and other declarative tools.
• Collaborate with stakeholders to gather requirements and deliver scalable solutions.
• Oversee Experience Cloud portals, ensuring optimal user experience and security.

Marketing Cloud Administration

• Configure and maintain Marketing Cloud components including Email Studio, Journey Builder, Automation Studio, and Contact Builder.
• Create and optimize email campaigns, journeys, and automations using Journey Builder and Automation Studio.
• Build and optimize customer journeys, triggered sends, and audience segmentation strategies.
• Ensure seamless integration between Salesforce CRM and Marketing Cloud.
• Maintain data hygiene, synchronization, and compliance with financial data privacy regulations (DOL, ERISA, SEC, FINRA, GDPR).
• Monitor Marketing Cloud performance, including campaign metrics, automations, and subscriber engagement.
• Provide actionable insights to improve targeting and personalization.
• Partner with legal and compliance teams to review and approve campaign content and data usage.
• Ensure compliance with CAN-SPAM, GDPR, and other data privacy regulations.
• Perform quality assurance checks, testing, and rendering validation before sending.

Compliance & Governance

• Ensure adherence to industry regulations including ERISA, SEC, FINRA, and GDPR.
• Maintain audit trails for all CRM and marketing activities.
• Collaborate with compliance teams to implement secure data handling and encryption protocols.

Qualifications

• Bachelor’s degree in Marketing, Information Systems, or related field.
• Salesforce Certified Administrator (required); Advanced Admin or Platform App Builder preferred.
• Salesforce Marketing Cloud Email Specialist or Marketing Cloud Administrator certification strongly preferred.
• 3+ years of experience in Salesforce administration and Marketing Cloud in a regulated industry.
• Proficiency in SQL, AMPscript, and HTML/CSS for email development.
• Strong understanding of CRM data models, marketing automation, and customer lifecycle management.
• Knowledge of email compliance and data governance best practices (CAN-SPAM, GDPR).
• Excellent problem-solving skills and ability to manage multiple projects simultaneously.
• Strong communication and collaboration skills to work cross-functionally with marketing, compliance, and IT teams.

Preferred Skills & Certifications

• Salesforce Marketing Cloud Engagement Administrator.
• Salesforce Marketing Cloud Email Specialist.
• Salesforce Certified Data Architect (optional but beneficial).
• Experience with Journey Builder personalization and Einstein AI features.
• Project management experience (Agile or similar).

Education

Bachelor’s: Business Administration, Bachelor’s: Information Technology, Bachelor’s: Marketing

Work Experience

General Experience - 3 to 6 years

Certifications

Other License Not Listed - Other

Salary Range

$70,000.00-$90,000.00

Travel

Less than 25%

Workstyle

Remote

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 

We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with