Salesforce Administrator II

Stifel•St. Louis, MO

22h

About The Position

The Salesforce Administrator II independently manages configuration, customization, and ongoing enhancement of Salesforce Financial Services Cloud (FSC) supporting Wealth Management. This role plays a key part in delivering complex configurations, maintaining system integrity, supporting DevOps release processes, and partnering with business stakeholders to optimize advisor and client workflows.

Requirements

Strong knowledge of custom objects, fields, record types, page layouts, and Lightning apps.
Strong knowledge of user management, profiles, permission sets, and role hierarchy.
Strong knowledge of validation rules, flows, workflow rules, and approval processes.
Ability to build and maintain complex flows (record-triggered, screen flows).
Ability to build and maintain reports and dashboards for different audiences.
Solid understanding of data management, data loader, imports, exports, deduplication, and data hygiene.
Experience supporting integrations or third-party apps.
Able to troubleshoot issues independently and explain solutions clearly to non-technical users.
Understanding of Salesforce best practices around security and access control, change management (sandboxes, deployments, release notes), testing, and documentation.
Ability to work with sales leadership, frontline users, and IT/developers.
Bachelor’s degree or equivalent experience.
2+ years Salesforce administration experience.
Salesforce Administrator Certification.

Nice To Haves

Experience supporting audits, data privacy, or compliance requirements is often a plus.
Experience with DevOps tools such as Copado, Gearset, or similar.

Responsibilities

Design and implement complex configurations including custom objects, flows, validation logic, dynamic forms, and Lightning components.
Enhance FSC capabilities for households, financial accounts, relationship mapping, and client lifecycle management.
Support custom advisor dashboards, automation, and reporting frameworks.
Configure role hierarchy, sharing rules, and field-level security to meet fiduciary and compliance standards.
Gather requirements from advisors, operations, and compliance teams.
Translate business needs into scalable Salesforce configurations.
Recommend process improvements aligned with FSC capabilities and platform best practices.
Support CI/CD processes (e.g., Copado or equivalent) for metadata deployment.
Manage sandbox strategy and coordinate testing cycles.
Validate deployments and ensure change control compliance.
Maintain data quality, duplicate management, and auditability controls.
Ensure configurations meet regulatory and fiduciary obligations.
Support reporting needs for supervisory and compliance oversight.
Document processes and provide user training or support.