Financial Services, Investment Banking

Salesforce Platform Operations & Enablement Specialist

RemoteRemoteFull Time$133,700–$160,000 /yrPosted 2 months agoVisa sponsorship available

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Required skills

Salesforce
Wealth Management
Salesforce Lightning Experience
Flow
security and access management
reports
dashboards
declarative configuration
data loads
corrections

Nice to have

Financial Services Cloud
Data 360
Marketing Cloud
DocuSign
OwnBackup
Informatica

Role summary

William Blair is seeking a senior Salesforce Platform Operations & Enablement Specialist to manage and improve their Salesforce platform for Wealth Management. This hands-on role involves administration, configuration, troubleshooting, and enhancement of the platform, focusing on user setup, security, data quality, and adoption. The specialist will design declarative solutions using Flow and other tools, support platform projects, manage data loads and quality, and create documentation and training materials. The ideal candidate has 4-7 years of Salesforce experience, holds Advanced Administrator and Platform App Builder certifications, and possesses strong analytical and communication skills. Experience in Wealth Management or financial services is preferred, along with familiarity with specific Salesforce ecosystem tools and capabilities.

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.

Join William Blair, the Premier Global Partnership.

The Salesforce Platform Operations & Enablement Specialist is a senior, hands-on Salesforce administrator responsible for supporting the administration, configuration, operational stability, and continuous improvement of the Salesforce platform supporting Wealth Management.

Working as part of the Salesforce product team, this role partners closely with Product, Engineering, and business stakeholders to deliver platform enhancements, improve data quality, support user readiness and adoption, and strengthen the overall Salesforce experience. The ideal candidate combines deep Salesforce administration expertise with strong problem solving, communication, documentation, and business partnership skills.

Responsibilities:

Perform advanced Salesforce administration, including user setup, access and security, permissions, troubleshooting, production support, and ongoing platform maintenance.

Design and deliver declarative Salesforce solutions using Flow, Lightning pages, Dynamic Forms, validation rules, reports, dashboards, and other platform capabilities.

Support platform enhancements and projects through configuration, requirements clarification, testing, release readiness, deployment validation, and post-release support.

Execute data loads, corrections, reconciliation, duplicate management, cleanup, and other activities that improve data quality and platform reliability.

Troubleshoot platform, workflow, access, and data issues, partnering with Engineering and other technology teams on more complex technical needs.

Create and maintain platform documentation, process guides, release communications, job aids, Salesforce Knowledge content, and other user resources.

Drive user readiness and adoption through training, guidance, issue resolution, and self-service resources.

Identify recurring issues, process gaps, and opportunities to improve platform usability, operational processes, and user experience.

Partner across Product, Engineering, Technology, and the business to deliver scalable, maintainable Salesforce solutions and support ongoing platform modernization.

Qualifications:

Bachelor’s degree in Information Systems, Business, Computer Science, or a related field.

Minimum of 4-7 years of Salesforce administration or platform operations experience.

Salesforce Advanced Administrator and Platform App Builder certifications required.

Strong hands-on experience with Salesforce Lightning Experience, Flow, security and access management, reports, dashboards, and declarative configuration.

Experience designing, configuring, troubleshooting, and maintaining complex Flow automation supporting business-critical processes.

Experience with data management, including data loads, corrections, reconciliation, duplicate management, and data quality processes.

Experience supporting UAT, regression testing, release readiness, deployment validation, and production support.

Strong analytical, troubleshooting, documentation, and organizational skills with a high degree of attention to detail and follow-through.

Excellent written and verbal communication skills with the ability to work effectively with both business and technical stakeholders.

Ability to work independently while collaborating closely within a Salesforce product team and across cross-functional teams.

This position is eligible for remote work for candidates residing in approved employment states where William Blair maintains an office presence.

Preferred Qualifications:

Experience within Wealth Management or financial services.

Familiarity with Financial Services Cloud and connected Salesforce ecosystem capabilities, including Data 360, Marketing Cloud, and enterprise data and integration patterns.

Experience with Salesforce ecosystem tools such as DocuSign, OwnBackup, Informatica, or similar platforms.

Familiarity with advanced analytics, automation, and emerging Salesforce AI capabilities.

#LI-CH

#LI-REMOTE

A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position.

This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.

Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.

Salary Range$133,700—$160,000 USD

About Our Firm

William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com.

William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v

Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.

Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.

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General Data Protection Regulation Privacy Notice (GDPR)

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