Job Description:
The Job/What You’ll Do:
We are seeking motivated and detail-oriented entry-level Salesforce Administrators to join our team. This is a great opportunity to start your career working on one of the most widely used CRM platforms. You’ll help maintain, configure, and optimize Salesforce while learning best practices from experienced admins and engineers.
This is a full-time position in our Concord, CA office with a hybrid work schedule.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Concord, CA.

Responsibilities:

• Assist in configuring Salesforce objects, fields, page layouts, and record types.
• Support creation and maintenance of reports, dashboards, and list views.
• Perform basic user administration (user setup, profiles, roles, and permissions).
• Assist in data imports, exports, and deduplication.
• Collaborate with senior team members to troubleshoot and resolve user issues.
• Help document processes, configuration decisions, and system changes.
• Stay informed on Salesforce releases and new admin features.

Knowledge, Skills, Abilities:

• Basic understanding of relational data concepts.
• Strong attention to detail and problem-solving skills.
• Good communication and teamwork abilities.
• Willingness to learn Salesforce administration tools and processes.

Education & Experience:

• Bachelor’s degree in Information Systems, Business, Computer Science, or related field.
• 0–2 years of experience working with Salesforce or other CRM platforms.
• Salesforce Administrator certification preferred but not required.

Compensation: The Base Salary range for this position is between $105,000-$120,000.
This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

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Who We Are & What We Offer:
AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

Responsibilities:

• Assist in configuring Salesforce objects, fields, page layouts, and record types.
• Support creation and maintenance of reports, dashboards, and list views.
• Perform basic user administration (user setup, profiles, roles, and permissions).
• Assist in data imports, exports, and deduplication.
• Collaborate with senior team members to troubleshoot and resolve user issues.
• Help document processes, configuration decisions, and system changes.
• Stay informed on Salesforce releases and new admin features

AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedul