Salesforce Administrator

Dynasty Financial Partners, LLC • St. Petersburg, FL

3d

About The Position

Dynasty Financial Partners is hiring a Junior Salesforce Administrator to provide hands-on administration and support for the Dynasty CRM Platform. The role helps Network Partners get the most out of the technology used to run their businesses and offers an opportunity to develop Salesforce skills while supporting a large, evolving CRM platform used across dozens of client firms. The position involves coordinating with CRM and Support teams and traveling onsite to client offices nationwide as needed, approximately 20% of the time.

Requirements

• 1–3 years of hands-on Salesforce administration experience.
• Working knowledge of Salesforce configuration tools, including Flow Builder, fields, page layouts, record types, and reports and dashboards.
• Experience managing Salesforce user accounts, roles, profiles, and permissions.
• Bachelor's degree or equivalent experience.
• Proficiency in Microsoft 365, including intermediate or advanced knowledge of Excel.
• Experience working with large data sets, including data cleanup and enrichment.
• Strong attention to detail and data accuracy.
• Ability to communicate clearly with non-technical users and translate Salesforce functionality into simple, actionable guidance.
• Ability to manage multiple tasks and requests across different Network Partner firms simultaneously.
• Proactive approach to identifying configuration improvements and data quality issues.
• Willingness to expand Salesforce skills, including declarative development and automation.
• Willingness and flexibility to travel onsite to client offices nationwide as needed, approximately 20% of the time.

Nice To Haves

• Salesforce Administrator certification.

Responsibilities

• Perform user setup and deactivation, and manage roles, profiles, permission sets, and public groups across the Dynasty CRM Platform.
• Build and maintain Salesforce configuration changes, including Flow Builder automations, fields, page layouts, record types, and validation rules.
• Create and maintain reports and dashboards to support Network Partner business needs.
• Maintain platform data integrity through data cleaning, deduplication, and enrichment.
• Provide first-line troubleshooting and support to Network Partner users via ticketing, email, or phone, escalating complex issues as needed.
• Assist with testing and rollout of new Salesforce features, updates, and releases.
• Maintain documentation on Salesforce configurations, processes, and best practices.
• Coordinate with Dynasty's broader CRM and Support teams on cross-platform projects and process improvements.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level