Salesforce Architect, Customer Operations
About The Position
Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients. We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you! 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, Customer Support, and Operations teams.
Requirements
- 10+ years as a Salesforce administrator; 5+ years as the primary administrator and architect; Certified Salesforce Administrator
- 5+ years administering a Service Cloud instance
- Experience working on custom integrations through Apex triggers and APIs
- Experience leading development sprints from Jira
- Experience manipulating and migrating large-scale datasets
- Advanced Excel skills, with a focus on skills needed to conduct data migrations
- Proven track record of working with systems to measurably increase team productivity and/or customer outcomes
- Comfortable working through ambiguity to provide effective solutions in a fast-paced, hyper-growth environment
- Demonstrated commitment to proactively improve and refine system, data management, and reporting skills.
- Team player attitude; low ego; able and willing to pivot quickly and wear multiple hats
Nice To Haves
- Experience administering Service Cloud Voice via Amazon Connect is a plus
Responsibilities
- Own all aspects of our Salesforce instance by acting as the principal architect and primary administrator
- Implement best-practice deployment procedures to increase data, permissions, and automation accuracy
- Work closely with team members to ensure day-to-day system operations are covered and executed at a high caliber
- Manage our agile, sprint-based development operation, ensuring maximum capacities are being utilised and deadlines are being met
- Build, maintain, debug, and enhance custom Salesforce integrations (Apex, APIs, middleware) to ensure accurate, reliable, and scalable data flows across critical business systems.
- Help design and execute data model implementations; conduct data migrations
- Refine and optimize the customer experience by implementing revisions to our community site, in-app widgets, telephony system, and other channels
- Build technical documentation to map and define our data model, integrations, automation, and other system components
- Implement innovative solutions and power continuous improvement to drive operational excellence across Sales, CS, and Operations
- Proficiently capture and strategically manage all business-critical data, facilitating streamlined extraction of insights for enhanced business decision-making and superior outcomes.
- Build and maintain reporting and dashboards
- Ensure Salesforce is secure and compliant at all times
- Bring creative solutions to a broad range of operational challenges
- Embody the core values of Altruist and our mission
Benefits
- Competitive pay and equity for eligible positions.
- Premium healthcare, dental, and vision insurance plans (HMO and PPO).
- 401k savings plan with a 4% match and immediate vesting.
- 16 week paid parental leave.
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
- One month work from anywhere policy (with the exception of a few countries).
- Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
