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FinTech, Financial Services, Wealth Management

Salesforce Administrator - Assistant Vice President

RemoteRemoteFull TimePosted 1 month ago

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Nice to have

  • Salesforce Data Cloud
  • Agentforce
  • Marketing Cloud
  • HubSpot
  • Cvent
  • Tableau

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 leading platform stability, data quality, and commercial capabilities through hands-on configuration, user administration, and solution building. Responsibilities include daily operations, requirement translation, configuration of standard Salesforce tools, user management, sandbox maintenance, and collaboration with integrated platforms and external partners. The ideal candidate has 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.

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

    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.

    The base salary range for this role is CAD 95,000 to CAD 110,000. iCapital offers a comprehensive benefits package that includes a competitive total compensation package consisting of salary, bonus, and equity for all full-time employees. The Company pays 100% of the premium for all Group Benefits for you and your dependents. Some of these benefits include medical, dental, vision, prescription, life insurance and long-term disability. We offer a variety of Retirement Plans which have a company match. We offer unlimited Paid Time Off (PTO) and most employees the flexibility to work in the office three to four days and remotely for the remainder of the week. Every department has different needs, and some positions will be designated in-office jobs, based on their function. 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 support a fair and inclusive workplace, in which all applicants have an opportunity to fulfill their potential and every person has the right to equal treatment with respect to employment without discrimination. iCapital does not tolerate any discrimination contrary to the Ontario Human Rights Code, including on the grounds of race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, gender expression, age, record of offences, marital status, family status or disability.

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