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3 replies

Full Time Salesforce Admin position available in San Francisco, CA for a boutique financial firm

Please see below job description and respond if you are interested!

Company:     Probitas Partners
Location:       425 California Street, Suite 2300, San Francisco, CA  94104
Industry:      Private Equity/Investment Banking
Position:       Salesforce Administrator
About Probitas Partners
Probitas Partners is a leading independent placement agent. The firm is headquartered in San Francisco, California, with offices in New York, London and Hong Kong. Probitas’ sole business is raising capital for the highest-quality fund managers across the alternative investments spectrum including: private equity, real estate, real assets, private credit and special situations. Founded in 2001, Probitas has raised over $64 billion working with 85 fund managers. For more information please visit www.probitaspartners.com.
Description:
Probitas Partners is looking to hire a full-time Salesforce Administrator based in their San Francisco Office. This role will be responsible for the daily administration and support of Salesforce database along with the integration of a third-party software program, Skuid. This position will help support all aspects of the business including sales, marketing, finance, compliance, and operations initiatives.
Primary Responsibilities:
  • Administer and maintain the Salesforce platform with a heavy influence on its connected software, Skuid
  • Day-to-day support of Salesforce database including but not limited to managing multiple user setups, profiles and roles, customization of objects, fields, record types, page layouts and validations
  • Working with management and end-users to create and manage complex workflow rules, data validation, and triggers
  • Design and create customized reports and dashboards
  • Manage the software testing process, which includes devising test plans, creating test cases, establishing protocols and appropriate testing environments
  • Train new and existing users on how to use database applications
  • Keep application users informed about system functionality and enhancements
  • Logging and tracking identified system problems through resolution
  • Perform and develop business process mapping for new implementations
  • Communicate directly with end users on a regular basis to capture requirements, investigate issues, and identify new solution development opportunities
  • Design and develop applications, features and enhancements with an emphasis on clean, highly efficient, and well documented Skuid pages
  • Provide frequent status updates on projects and ensure their successful execution in a timely fashion
  • Oversee third party developers on larger/more technical projects
Qualifications:
  • Bachelor’s Degree in business, computer science, or related field
  • 1-2+ years of experience as Salesforce administrator or developer
  • Strong understanding of CRM software’s
  • Ability to learn and embrace new technologies, applications, and solutions
  • Fluency in Microsoft Excel and Data Loader
  • Ability to work independently
  • Ability to problem solve and balance multiple projects at the same time
  • Excellent written and verbal communication skills
12 replies

Looking for talented SF Developers

Hi there,

We are looking for talented SF developers (various positions)

If you are looking for fresh new challenges, do get in touch with me.

Thanks
Tin
10 replies

Looking for Salesforce Developer

We are looking for a fresh, eager, and passionate Salesforce developer to support a growing family of companies in the Philadelphia area. We are flexible when it comes to your location. Local or remote will work. This is a project based job, and we are looking for someone with the following skills:
  • An understanding of all major functional areas of Salesforce.com
  • Including reports and dashboards.
  • Data imports (using data loader or other tools).
  • General problem-solving skills in Salesforce.com
  • Project exposure including configuration, integration, implementation and customization
  • Salesforce Developer Certification would be advantageous