Salesforce Administrator II

We love finance, software, and (believe it or not), taxes - that's why we love what we do! At Avantax, we celebrate our diverse experience and unique contributions and use our combined knowledge to blaze new trails in tax-focused investing. As individuals, we contribute valuable insight from our career history to achieve the Avantax mission. As a team, we work together to make a real impact and have a lot of fun along the way. Our collaborative work features decades of expertise in wealth management.

We bring our unique experiences together to form the heart of Avantax - working in unison toward the goal of creating services that make it easy for clients and professionals to pursue their financial and business goals. At Avantax, we are committed as a company and individuals to the diversity, equity and inclusion of our clients, team members and the communities in which we work.

Are you an innovative problem-solver who's eager to take on new challenges, collaborate with diverse team members and achieve excellence? If so, life at Avantax may be the opportunity for you.

Position Summary

Avantax is seeking a Salesforce Administrator II who will be integral to the planning, development, and ongoing deployment of the Avantax Salesforce platforms, as well as troubleshooting issues on behalf of all users. This role will be dedicated to developing, maintaining, and improving the processes, efficiency, and user adoption of the platform. This role will work closely with various departments to ensure that the systems are developed to support the desired operational workflows to a high degree of accuracy and efficiency.

Essential Duties & Responsibilities

• Design, create and maintain user roles, profiles, and hierarchies.
• Maintain security including sharing rules and security levels.
• Manage and oversee user licenses and periodically perform internal system audits.
• Support day-to-day Salesforce platform needs and configurations including daily user support while partnering with developers as needed.
• Create and maintain documentation of processes, policies, application configuration, and help-related materials for the internal- Salesforce user base.
• Work on ad hoc reporting requests as needed.
• Utilize and integrate third-party tools/apps to regularly perform database de-duping and cleanup procedures.
• Ensure data integrity by merging duplicate contacts and accounts, removing unnecessary fields and data, and monitoring application storage and archiving data as needed.
• Assist in the design, build, and delivery of projects outlined for TaxAct and Avantax roadmaps.
• Manage the software testing process.
• Perform other duties as assigned.

Education & Experience

• 3-5+ years of Salesforce administration experience required.
• Salesforce Administrator Certification required; Salesforce Advanced Administrator and/or Platform App Builder Certification preferred.
• Preferred - Sales, Wealth Management, Marketing, and Salesforce Financial Service Cloud experience.
• Strong experience with Roles, Profiles, Permission Sets, and the Salesforce sharing model.
• Strong experience with creating objects, fields, and validation rules.
• Strong experience with automation, specifically Flows, and Builder.
• Strong knowledge of relational databases.
• Strong ability to perform data validation, processing, and maintenance tasks.
• Advanced ability to proactively identify and define operation needs; identify and implement short and long-term solutions.
• Proactive with the ability to improve processes to maximize team efficiency.
• Ability and willingness to remain current with Salesforce releases, features, and best practices.
• Strong understanding of Agile methodologies.
• Proactively provide recommendations for improvements.
• Proven ability to effectively troubleshoot and support users through a help desk.
• Ability to maintain a high level of confidentiality.
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities.
• Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills.
• Ability to manage expectations and explain technical details.
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values.

Physical Demand & Work Effort

• Keying/typing, standing, walking.
• Sitting for an extended period.
• Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.
• The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.
• Compliance with company attendance standards.

Comprehensive Benefits

We offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid time off (PTO), paid holidays, tuition reimbursement, paid parental leave, and 401(k) with company match.

#Avantax

At Avantax®, we believe our work benefits from the diverse perspectives of our employees. As such, Avantax welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Avantax, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.

Avantax and its business lines, Avantax Wealth Management® and Avantax Planning Partners℠ are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under federal or state law.

Avantax considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.

If you need assistance or accommodation due to a disability, you may contact us at [email protected], or by calling 972-870-6000 to speak with a member of the HR Talent Acquisition team.