Valeo is in search of a highly detail-oriented and creative individual to support our Technology team as a Salesforce Administrator. Reporting to the Director of Technology, this role will be a vital member of our Technology team, collaborating closely with internal stakeholders including advisors and the Operations team. Additionally, this role will involve external interactions with key financial partners and data providers to ensure a seamless integration of processes and data within the Salesforce-based CRM environment.
This position is based in our Carmel, IN location.?Regular in-person attendance will be required for effective collaboration and user support.
DUTIES AND RESPONSIBILITIES?
Work closely with internal stakeholders to understand business processes, gather requirements, and translate them into effective Salesforce solutions.
Collaborate with advisors, operations teams, and external partners to design, develop, and implement a comprehensive Salesforce-based CRM experience tailored to our wealth management needs.
Leverage expertise in Financial Services Cloud to configure, customize, and optimize the CRM platform to align with the firm's objectives.
Utilize advanced knowledge of flows, cases, and customer portal functionality to streamline workflow processes and enhance user experience.
Lead the integration efforts with external APIs, ensuring seamless data exchange between Salesforce and external systems.
Manage data migration and cleansing activities to ensure accurate and reliable data within the Salesforce environment.
Create and maintain comprehensive documentation for configurations, customizations, and integration processes.
Provide training and support to end-users, ensuring smooth adoption of the new Salesforce CRM system.
Proactively identify opportunities for process improvement and automation within the Salesforce environment.
Stay updated on Salesforce best practices, new features, and industry trends to drive continuous enhancement of the CRM system.
Other duties as assigned.
Qualifications
Bachelor's degree in Computer Science, Information Technology, or a related field (or equivalent experience).
Extensive hands-on experience in Salesforce administration and development, with a strong focus on Financial Services Cloud.
Proven experience in designing and implementing complex Salesforce solutions, including flows, cases, and customer portals.
Proficiency in integrating Salesforce with external systems using APIs, web services, and other integration tools.
Salesforce certifications such as Salesforce Certified Administrator, Salesforce Certified Platform App Builder, or relevant certifications in Financial Services Cloud are highly desirable.
Solid understanding of wealth management processes, financial products, and industry regulations is a plus.
Strong problem-solving skills and the ability to analyze complex business requirements to provide effective solutions.
Excellent communication skills, both written and verbal, to interact with stakeholders at all levels.
Self-motivated and able to work independently as well as collaboratively within a team environment.
Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $9B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent financial advice to our clients with one simple transparent fee. Based in central Indiana, we are committed to empowering the next generation and revolutionizing the financial services industry. Valeo provides competitive benefits including flexible leave policies, 401(k) with company match, and health coverage.
Valeo is an Equal Opportunity Employer. Valeo does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment decisions are based on qualifications, merit, and business need.
Valeo does not accept unsolicited resumes from individual recruiters or third party recruiting agencies in response to job postings.
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