Salesforce Administrator

Mountain America Credit Union•Sandy, UT

4d•Hybrid

About The Position

The Salesforce Administrator is responsible for managing and securing the Salesforce-based Wealth Management platform and other associated advisor technology tools. This role ensures compliance, reliability, and adoption of key technologies while serving as the primary liaison between MACU IT, LPL, and Wealth teams. The position mitigates risk, drives efficiency, and enables advisors through technology solutions.

Requirements

Education: Bachelor’s degree in Information Technology , Computer Science, Business, or related field (or equivalent experience).
Experience: 2+ years of technical experience (data, API, or compliance workflow related)
4+ years of direct Salesforce administration experience with progressive technical leadership.
Strong knowledge of integrations, API monitoring, and compliance workflows.
Advanced troubleshooting and problem-solving skills strong communication and liaison capabilities familiarity with security best practices and compliance standards.

Nice To Haves

Preferred experience with other platforms and integrating them to Salesforce such as FMG (Salesforce synchronized marketing workflows), Coconut for appointment scheduling, Ring Central for integrated telephony features.
Certifications: Salesforce Administrator certification preferred.

Responsibilities

Platform Administration Administer Salesforce platform: user provisioning, permissions, security/privacy groups, layouts, automation, reports/dashboards.
Manage backups and disaster recovery, troubleshoot API-limit failures , and other on-going platform troubleshooting.
Oversee mobile app deployment and Intune integration for secure user access.
Integrations & Data Maintain and monitor LPL → Salesforce and data automation feeds.
Support LPL → MACU data warehouse pipeline.
Monitor and remediate integration issues across platforms.
Security & Compliance Implement Salesforce security hardening and evaluate advanced security features.
Manage LPL email journaling and compliance workflows.
Ensure email signatures/disclosures append correctly; whitelist critical messages.
Coordinate Intune deployments and mobile apps.
Stakeholder Management Translate business requirements into scalable technical designs with clear acceptance criteria.
Maintain a prioritized admin/integration backlog; communicate timelines, risks, and release notes.
Liaison & Support Serve as primary interface with LPL IT, MACU IT, Telephony, and Data teams.
Own ticketing and equipment workflows for Wealth advisors.
Provide Tier 1 and 2 technical triage for advisor tools and integrations.
Enablement Drive adoption and training for solution rollout s .
Build advisor dashboards and process automation in Salesforce.
Develop training and adoption programs for wealth technology tools.