Salesforce Associate

Hightower•Chicago, IL

11d•$70,000 - $80,000•Hybrid

About The Position

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). Your Future Team The Salesforce Associate supports the management and optimization of our Salesforce platform, ensuring data accuracy and enhancing CRM processes. This role involves collaborating with teams, maintaining data integrity, and contributing to the continuous improvement of our Salesforce environment.

Requirements

Educational Background: Bachelor’s degree in a relevant field or equivalent work experience.
Experience: 1+ year of experience as a Salesforce Associate.
Salesforce Knowledge: Familiarity with the Salesforce CRM platform; Salesforce certification is a plus.
Analytical Skills: Strong analytical mindset with the ability to perform data analysis and identify trends.
Communication Skills: Excellent communication skills to collaborate with teams and provide end-user support.
Technical Proficiency: Ability to configure Salesforce and implement minor enhancements.
Problem-Solving Skills: Ability to troubleshoot issues and propose effective solutions.

Responsibilities

Maintain Data Accuracy and Processes: Review and clean up data to ensure accuracy, completeness, and consistency within the Salesforce platform. Assist with data import, export, and transformation processes while maintaining data hygiene as a service standard.
Perform Data Deduplication: Identify and merge duplicate records to maintain a clean database.
Provide End-User Support: Address inquiries, troubleshoot issues, and assist with user adoption of Salesforce features.
Develop Training Materials: Create and participate in training sessions to onboard new users and enhance their understanding of Salesforce.
Generate Reports and Dashboards: Produce standard and ad-hoc reports and dashboards to support data-driven decision-making.
Collaborate on Reporting Requirements: Work with team members to understand reporting needs and implement solutions.
Identify Process Inefficiencies: Propose solutions to enhance the effectiveness of Salesforce use.
Implement Automation and Customization: Work with senior team members to refine workflows through automation and customization.
Support Minor Enhancements: Collaborate with administrators and developers on minor enhancements and customization projects.
Conduct Data Analysis: Perform routine data analysis to identify trends, patterns, and opportunities for improvement.
Ensure Data Quality: Conduct quality assurance checks to ensure data accuracy and consistency across modules.
Document Processes: Maintain concise documentation of processes, procedures, and best practices related to Salesforce usage.
Record Changes: Document any changes made to configurations, workflows, or processes for future reference.

Benefits

Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
Mother’s lounge onsite
Flexible PTO plan
Hybrid work schedule (minimum of 3 days in office)
Free brand-new gym in the Chicago office
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Base salary of $70,000-$80,000 plus discretionary bonus (exact base salary amount will be dependent on experience)