Senior Crm Administrator

EP Wealth Advisors, LLC ("EPWA") is a fee-only investment management, financial planning, and wealth advisory firm with over $16 Billion in AUM (as of December 31, 2022), operating across multiple States with 300+ employees. EPWA fosters an inclusive environment that offers opportunities for our Associates to learn, grow and enhance their skills to take on new challenges and progress in their professional careers.

EPWA is looking for an experienced and talented technology professional to join to join our growing IT team at one of our Southern California locations. In this role you will be responsible for leading the ongoing development of our Salesforce based CRM deployment using Practifi and ensuring that EPWA’s organization needs on the CRM space are met. Working closely with our IT Team as well as key functional process owners you will help in the support and development our Salesforce environment as well as other supporting processes and systems.

We are looking for an enthusiastic, hands-on administrator and leader who enjoys working with internal customers at all levels. Someone that is talented at identifying, communicating, and developing solutions and are adept at troubleshooting and quickly solving technical problems with existing systems.

As an integral member of a Corporate team, you will collaborate with, and at times lead and coordinate, other internal and external Salesforce development resources. You will be able to apply your talents to problems ranging from new solutions development to supporting our existing deployment and integrations, helping drive business success in the process.

Salary range is $100,000 - $130,000 a year, plus annual bonus.

Primary Responsibilities

• Work closely with functional leaders, users and vendor team to identify, develop and deploy new business processes for EPWA.
• Handle all basic administrative functions including user account maintenance, reports and dashboards, workflows and other routine tasks. As well as support of user’s issues troubleshooting and resolution.
• Responsible for the continued successful operation of Salesforce applications, integrations and tools, including making improvement recommendations for process and system usage that align with Salesforce and industry best practices.
• Complete regular internal system audits and prepare for upgrades.
• Manage Salesforce data feeds and other integrations with core systems. Establish and maintain new integrations as needed.
• Coordinate the evaluation, scope and completion of new development requests.
• Work with our management team to establish suitable processes to support administrative, development, and change management activities.
• Assist in training of new users and grow the Salesforce skill set across the organization.
• Effectively act as the liaison between our users, vendors and the application development team. Represent EPWA’s business needs and/or enhancement requests to Salesforce partner, track progress, and ensure completion of efforts critical to EPWA.
• Work independently with members of the user community to define and document development requirements
• Manage multiple in-flight projects that have different timelines and may utilize different solutions.
• Hands-on development, testing and deployment of new solutions; maintenance and troubleshooting of existing solutions.
• Ability to troubleshoot production issues and propose solutions.
• Oversee technical aspects of the development and configuration performed by external vendors, ensuring the appropriate standards are adopted and implemented.

• 5+ years’ experience as a Salesforce Administrator with junior to mid-level development experience.
• Highly proficient with Salesforce Lightning Sales Cloud Unlimited, Outlook Integration (Lightning Sync and Inbox).
• APEX knowledge highly preferred.
• Development of custom objects within Salesforce.
• Experience with Visualforce, Force.com, third party integrations.
• Experience with API gateway integrations, and import / export to databases, report generation a plus.
• Demonstrated expertise and experience with CRM applications and relational database applications in financial services or RIAs.
• Experience leveraging and configuring AppExchange products to develop a solution.
• Knowledge of SQL, SOQL, EXCEL, JSON, ETL, and Salesforce release processes.
• Knowledge of CI/CD and DevOps preferred.
• Capable of interpreting business requirements into technical applications.
• Ability to create strong documentation and workflow diagrams.
• Strong analytical and troubleshooting skills.
• Strong communication, effective listening and collaboration skills.
• Experience with product design, integrated testing, migrations and implementation/release processes
• Strong problem-solving skills.
• Experience or knowledge of creating custom reports and dashboards within Salesforce platform.
• Experience working in Agile Methodology.
• Familiarity with analytics, database structures and technologies are a plus.
• Experience with Azure DevOps, Jira or other Agile Project Management Tools.
• Salesforce Administrator Certification Preferred
• Bachelor’s Degree in Computer Science or Engineering, or equivalent working experience.

What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

• 11 Paid Holidays
• 3 Weeks (PTO)
• Paid Volunteer Time
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program
• Complimentary Food and Snacks

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