Salesforce Architect

About Altruist

Altruist is the modern custodian built exclusively for independent financial advisors that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing — all in one streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone — but we can’t do it alone. We’re seeking exceptional talent to join our team. That’s where you come in! 

If you’re passionate about challenging the status quo and making a meaningful impact in the financial advice industry, we’d love to meet you!

But first, our values

Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.

Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.

Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.

The opportunity

Altruist is in the midst of an exceptional growth phase and we’re excited to hire a Salesforce Architect to join our growing Customer Operations team. As Altruist’s only Salesforce Architect, you will have the opportunity to own the design and delivery of numerous high-impact projects across our Sales, CS, and Operations teams. 

Your impact

• Own all aspects of our Salesforce instance by acting as the principal architect and primary administrator within our agile, sprint-based development environment
• Implement best-practice deployment procedures to increase data, permissions, and automation accuracy
• Implement innovative solutions and power continuous improvement to drive operational excellence across Sales, CS, and Operations
• Refine and optimize the customer experience by implementing revisions to our community site, in-app widgets, telephony system, and other channels
• Manage our agile, sprint-based development operation, ensuring maximum capacities are being utilised and deadlines are being met
• Build technical documentation to map and define our data model, integrations, automation, and other system components
• Help maintain and optimize Salesforce integrations to ensure data flows are accurate and timely for business needs

What you bring

• Experience - 10+ years of experience working as a Salesforce Administrator with deep knowledge of Salesforce best practices
  • 5+ years as the primary Salesforce Admin and Architect
  • 5+ years administering a Service Cloud instanceExperience building custom integrations through Apex triggers and APIs
  • Experience manipulating and migrating large-scale datasets
• Education - Ideally looking for a B.A. / B.S. degree in relevant technical fields
• Certifications- Certified Salesforce Administrator
• Technical aptitude - Advanced experience building complex Apex triggers, Excel formulas & pivot tables
• Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
• Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others.
• Resilience - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way.
• Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives.
• Creative problem solving - Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks.
• Bonus points if you bring
  • Experience administering Service Cloud Voice via Amazon Connect 

Dallas, TX salary range$119,000—$164,000 USD

What we bring

Attracting and retaining top-tier tale