We are working with an investment management firm seeking a proactive and detail-oriented Salesforce Administrator.This is an exciting opportunity to be part of a high-performing technology and engineering group in a dynamic investment environment. You’ll focus on day-to-day platform management, reporting, data quality, and process optimization—without the need for heavy coding or development work. Key Responsibilities: Maintain and enhance Salesforce through regular configuration updates: field modifications, layout edits, user profiles, and permissions. Build and modify standard reports and dashboards, including Conga-generated reports, to meet business needs. Clean, normalize, and integrate data from external sources and Excel trackers into Salesforce to support Capital Formation. Manage user access and setup, ensuring seamless onboarding/offboarding processes. Create and maintain custom views and layouts tailored to different teams across the organization. Serve as a subject matter expert for Salesforce, providing day-to-day support and addressing user questions or issues. Collaborate with stakeholders to understand workflow needs and continuously improve the Salesforce user experience. Qualifications: Bachelor’s degree in Information Systems, Business, or related field. 3–5+ years of Salesforce administration experience, preferably within financial services or investment management. Strong understanding of Salesforce core functionality, including reporting, data management, profiles, roles, and security. Proficiency in data cleaning and preparation using Excel and/or data tools. Familiarity with reporting tools such as Conga and standard Salesforce dashboards. Excellent communication and organizational skills. Experience supporting Capital Formation or investor relations teams is a plus. Seniority level Associate Employment type Temporary Job function Information Technology Industries Investment Management Referrals increase your chances of interviewing at Atlas Search by 2x. Get notified about new Salesforce Administrator jobs in New York City Metropolitan Area . Locations and salary ranges are listed with timestamps, indicating recent postings. #J-18808-Ljbffr Atlas Search
...Irvey's Ice Cream Co. in Knoxville, TN is looking for one ice cream maker to join our team. We are located at 2201 Kerns Rising Way. Our ideal candidate is attentive, ambitious, and engaged. Benefits ~ Starting pay is $15 per hour. Responsibilities Coordinate...
...Summary Flooring Specialist/Designer/Administrator Do you have a flair for design?A passion for people? Are you: Self-... ...wants compensation based upon results? This is an inside/outside sales position selling flooring to retail customers with terrific...
...Microbiome. To learn more, please visit: About the Role The Clinical Research Coordinator II works independently providing study... ...Working Title : Clinical Research Coordinator II Medically Associated Science & Technology (MAST) Program Department : Associated...
...where you will work closely with experienced attorneys to deliver exceptional client service and achieve favorable outcomes. Strong legal writing, research, and advocacy skills are essential for success in this role. Responsibilities Must be comfortable managing...
...Guest Services Agent (GSA) is responsible for consistently delivering results that contribute to the mission and overall success of the hotel by accomplishing performance objectives covering the front desk and is support for the Operations Manager. The GSA serves as the...