Salesforce Product Administrator

RBC•Minneapolis, MN

12d•$70,000 - $130,000•Onsite

About The Position

As a Salesforce Product Administrator, you will be responsible for configuring, maintaining, and optimizing Salesforce platform solutions to support business operations and digital transformation initiatives within the financial services organization. This role focuses on declarative platform customization, user adoption strategies, license management, and data integration documentation. The Salesforce Product Administrator translates business requirements into practical Salesforce solutions while ensuring compliance with financial services regulatory standards and maximizing the platform’s value.

Requirements

3+ years of experience as a Salesforce Admin, Product Admin, or similar technical platform role
Strong knowledge of Salesforce declarative customization and configuration best practices
Understanding of financial services industry compliance and security requirements
Demonstrated ability to manage user adoption and drive organizational change
Excellent analytical, communication, and stakeholder management skills
Proven problem-solving capabilities and attention to detail

Nice To Haves

Salesforce Administrator Certification (ADM 201)
Financial services industry experience
Experience with data mapping, ETL, or integration platforms
Knowledge of Salesforce Advisor Desktop and financial services solutions
Change management or adoption tracking experience
Exposure to enterprise architecture frameworks and governance models
Understanding of data governance and security frameworks

Responsibilities

Design and implement declarative Salesforce solutions using platform-native features (flows, process builders, custom fields, validation rules) to address business requirements
Configure system settings, workflows, automation, and metadata customizations within assigned Salesforce specialization areas
Maintain comprehensive documentation of configurations, customizations, and system processes for governance and knowledge transfer
Ensure all customizations comply with financial services regulatory standards, security requirements, and enterprise policies
Develop and execute comprehensive testing protocols to validate Salesforce configurations before production deployment
Verify implementations meet documented requirements, performance standards, and compliance specifications
Conduct data integrity checks, reconciliation, and end-to-end testing to ensure accuracy post-implementation
Document validation results, testing evidence, and sign-off procedures; escalate defects or non-conformances for remediation
Create and maintain comprehensive data mapping documents for Salesforce Advisor Desktop data exchanges with upstream and downstream applications
Document field-to-field mappings, data transformation rules, and integration touchpoints across enterprise systems
Track data lineage and ensure consistency between source systems and Salesforce to support audit, compliance, and data governance requirements
Update mapping documentation in response to system changes, new integrations, or requirement modifications
Collaborate with integration teams, data stewards, and stakeholders to validate accuracy of mappings and resolve data discrepancies
Monitor and track adoption metrics, user engagement, and feature utilization across assigned Salesforce platform areas
Identify adoption barriers and recommend training interventions, process improvements, or system enhancements
Develop and deliver user training materials, best practice documentation, and change communication resources
Support change management initiatives to drive user engagement and maximize platform value realization
Partner with business stakeholders to understand operational needs, pain points, and regulatory requirements
Analyze business requirements and recommend Salesforce-based solutions leveraging declarative features and platform capabilities
Collaborate with system architects and development teams on complex implementation needs and technical feasibility assessments
Ensure solutions align with enterprise standards, security policies, financial services compliance frameworks, and organizational strategy
Provide ongoing technical support and troubleshooting for assigned Salesforce platform areas
Monitor system performance, user experience, and data quality; identify optimization opportunities
Conduct periodic reviews of configurations and recommend enhancements and improvements
Maintain audit trails, compliance documentation, and ensure system health and security posture

Benefits

competitive compensation
flexible benefits
401(k) program with company-matching contributions
health, dental, vision, life, disability insurance
paid-time off
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work
Opportunities to build close relationships with clients
discretionary variable compensation program