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iCapital Verified
FinTech, Financial Services, Wealth Management

Salesforce Administrator - Assistant Vice President

RemoteRemoteFull Time$90,000–$110,000 /yrPosted 1 month agoVisa sponsorship available

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Required skills

  • Salesforce
  • Salesforce Administrator
  • Salesforce Data Cloud
  • Salesforce Agentforce
  • Salesforce Marketing Cloud
  • HubSpot
  • Cvent
  • Tableau
  • financial services
  • fintech

Role summary

iCapital is seeking a Salesforce Administrator (Assistant Vice President) to manage and enhance its Salesforce estate across multiple organizations supporting Distribution, Enterprise, Structured Investments, and Data Solutions teams. This role involves hands-on ownership of platform stability, data quality, and commercial capabilities. Responsibilities include daily operations, configuration, user administration, partnering with external vendors, and troubleshooting. The ideal candidate will have 5-7+ years of Salesforce Admin experience, a Bachelor's degree or equivalent, and a Salesforce Administrator certification. Experience with specific Salesforce clouds, integrated platforms, and the financial services industry is preferred. The role offers a hybrid work model and a competitive compensation and benefits package.

About the Role

iCapital is looking for a Salesforce Administrator to take hands-on ownership of the Salesforce estate, spanning multiple organizations supporting the Distribution, Enterprise, Structured Investments, and Data Solutions teams. Working alongside a close-knit team to drive platform stability, data quality, and commercial capability, this is a role for someone comfortable walking into complexity, assessing it clearly, and building solutions that last.

Responsibilities

  • Support daily Salesforce operations, including user requests, ticket resolution, and stakeholder communication.
  • Lead the assessment, documentation, and enhancement of Salesforce configuration across multiple organizations including environments where formal ownership is being established.
  • Gather and translate business requirements into scalable, user-friendly solutions.
  • Configure standard Salesforce tools such as Flows, approval processes, reports and dashboards.
  • Manage user and license administration (i.e. setup and deactivation, roles, profiles, permission sets, sharing rules).
  • Partner with an external delivery partner and progressively take ownership of complex configuration and build work as internal capability scales.
  • Maintain and manage sandbox environments for testing and deployment.
  • Collaborate with teams using integrated platforms.
  • Troubleshoot and fix bugs as needed.
  • Monitor Salesforce releases and recommend relevant platform improvements.
  • Communicate platform updates and provide user training as needed.

    • Qualifications

  • 5-7+ years of hands-on Salesforce Admin experience
  • Bachelor’s degree or equivalent experience in a related field
  • Salesforce Administrator certification is required; Salesforce Advanced Administrator certification is a plus
  • Experience with Salesforce Data Cloud, Agentforce, Marketing Cloud or integrated platforms such as HubSpot, Cvent, or Tableau is strongly preferred
  • Experience working across multiple Salesforce orgs, including environments with limited existing documentation
  • Familiar with financial services, fintech, or alternative investments is a plus
  • Excellent written and verbal communication skills with attention to detail
  • Able to document processes and contribute to internal knowledge management
  • Comfortable working independently while collaborating across teams

    • Benefits

    The base salary range for this role is $90,000 to $110,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

    We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

    For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

    iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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