Salesforce/Orion Sys Admin Specialist

Donaldson Capital Management•Indianapolis, IN

39d

About The Position

Donaldson Capital Management is a wealth management firm dedicated to serving clients with truth, genuine care, and advice that always puts their interests first. As a registered investment advisor (RIA), that commitment shapes everything we do. We guide our clients with integrity and transparency, helping them confidently connect their resources to their dreams. What makes DCM different isn't just what we do, it's how we do it. We lead with a servant's heart, we take ownership of outcomes, and we hold ourselves to a standard of excellence that's as much about how people feel as what we deliver. Our team structure, systems, and culture are intentionally built, and we're looking for people who bring both entrepreneurial drive and a deep commitment to doing things right. People who celebrate wins, then raise the bar. Who believes that exceptional client relationships, operational excellence, and a builder's mindset aren't competing priorities - they're the same priority. If you want to grow inside a firm where your work has a visible impact and collective success is the measure that counts, DCM may be the place for you. We’re looking for a Systems Admin Specialist to join our technology team and support the Salesforce and Orion platforms that power our daily operations. This role works alongside our primary Systems Administrator to manage, maintain, and improve our CRM and portfolio management environments. You’ll start by learning our customized systems and working through existing project backlogs, then grow into owning specific areas and driving process improvements. This is a role for someone who is genuinely interested in how systems can better serve people, not just how they function technically.

Requirements

Administered Salesforce in a customized environment with hands-on configuration experience
Owned a project from start to finish — implemented a new process, built out a workflow, or led a system improvement
2–4 years of hands-on experience administering Salesforce
Strong written and verbal communication skills
Comfort navigating ambiguity while learning a new environment
Detail-oriented with a genuine interest in how systems serve people

Nice To Haves

Experience with Orion or similar portfolio management/reporting platforms is a strong plus
Salesforce Administrator certification preferred

Responsibilities

Serve as a key support resource for Salesforce and Orion administration, including user account management, profiles, reporting, and permissions
Maintain data integrity through regular audits and assist teams with reporting, updates, and data quality improvements
Configure and maintain system components, including custom objects, fields, workflows, reports, and dashboards
Triage and troubleshoot user issues, serving as a go-to point of contact for system questions and support requests
Work through the existing project backlog, completing change requests and smaller system improvements
Collaborate with stakeholders to identify opportunities for process improvements across both platforms
Support system integrations and help expand the firm’s technology capabilities over time
Create and maintain system documentation and contribute to end-user training efforts

Benefits

Retirement: Immediate 401(k) enrollment with pre-tax and Roth options. After one year, DCM provides a 100% Safe Harbor match on the first 4% of compensation, plus an annual profit-sharing contribution of approximately 9% of gross pay.
Health: DCM covers 60% of medical premiums through Anthem with two plan options, including an HDHP with employer HSA contributions of $2,250 (individual) or $4,500 (family). Dental, vision, and mental health EAP is also available.
Company-Paid Insurance: Short-term disability, long-term disability, $50K term life, and $50K AD&D at no cost to you.
Time Off: Flexible PTO with no set cap on vacation or sick days. Paid holidays are aligned with the NYSE calendar. Up to 12 weeks of paid pregnancy-related leave and 4 weeks of paid parental leave.
Growth: Educational expense reimbursement for professional designations. Study time support and a day off before exams.
Perks: Company-paid cell phone and service. $500 annual charitable donation to the 501(c)(3) of your choice. Dedicated covered parking. Access to in-house CFP® professionals for personal financial planning.

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