Salesforce Administrator

Capital Investment Advisors•Atlanta, GA

4d•Hybrid

About The Position

At Capital Investment Advisors (CIA), we strive to help the families we serve reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives. Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable. Salesforce Administrator We are seeking a detail-oriented and proactive Salesforce Administrator to join our technology team, reporting directly to the Director of Salesforce. This role will be instrumental in supporting and enhancing our Salesforce Financial Services Cloud platform, which serves as the backbone of our client relationship management and business operations. The ideal candidate will have hands-on experience with Salesforce administration, a strong problem-solving mindset, and the ability to translate business requirements into technical solutions. This role is based in our Atlanta office and is eligible for a hybrid work schedule after completion of a successful introductory period.

Requirements

2+ years of hands-on Salesforce administration experience
Proficiency with Flow Builder and process automation
Proficiency with AI tools (experience Vibe Coding is a plus)
Basic Apex and Lightning Web Component knowledge is a plus
Experience with Financial Service Cloud and/or Person Accounts preferred
Experience with data management tools (Data Loader, Excel, CSV manipulation)
Basic understanding of SOQL for reporting and list views
Familiarity with integration concepts and APIs
Experience with agile project management methodologies
Familiarity with UX/UI concepts and how to optimize the Salesforce UX
Salesforce Certifications are a plus (Certified Admin or Platform App Builder preferred)
Excellent problem-solving and analytical abilities
Strong verbal & written technical communication skills
Ability to manage multiple priorities in a fast-paced environment
Self-motivated with ability to work independently and as part of a team
Committed to a culture of compliance
Exhibits the Capital Investment Advisors five core values in everything they do

Responsibilities

Closely collaborate with the Director of Salesforce to maintain and optimize our Salesforce Financial Services Cloud environment
Manage user accounts, profiles, roles, permission sets, and security settings
Provide timely user support for Salesforce-related issues and questions
Resolve user support requests using Salesforce best practices
Partner with business users to understand business challenges and propose technology solutions
Design, build, and maintain Flows to automate business processes
Use AI-coding tools to deliver more customized solutions
Support integrations with Box, FormAssembly, HubSpot, Black Diamond, Calendly, and other business applications
Use search engines and AI tools to answer questions, increase efficiencies, and learn new skills
Demo new features and bug fixes to non-technical users
Build training material and deliver training to CIA’s Salesforce users as needed
Create and maintain organized documentation for all processes and features
Collaborate on a growing agile team that will soon support a Snowflake data warehouse and several AI initiatives
Maintain an innovation mindset and a willingness to learn new technical skills both in and beyond the Salesforce platform