Salesforce Administrator at RFG Advisory LLC

Vestavia Hills, Alabama, United States -

Full Time

Start Date

Immediate

Expiry Date

22 Apr, 26

Salary

0.0

Posted On

22 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Salesforce Administration, Data Management, Business Process Optimization, Customization, Training, Reporting, Analytics, Problem Solving, Communication, Time Management, Technical Expertise, Collaboration, AI Utilization, Financial Services Knowledge, Integration Management, User Support

Industry

Financial Services

Description

Description As our Salesforce Administrator, you’ll thrive in a role where clarity, structure, and precision matter—and where your work directly supports teams serving advisors every day. You’ll be trusted to own a critical system that helps us scale thoughtfully, with the space to focus deeply, solve real problems, and deliver reliable, well-built solutions. We value disciplined execution, collaboration, and continuous improvement, and you’ll partner with people who respect process and rely on your expertise to bring order and consistency to complexity. If you’re motivated by ownership, accuracy, and making things work better over time, you’ll feel right at home. We are seeking a Salesforce Administrator to manage, optimize, and enhance our Salesforce environment. This role is ideal for someone who combines technical expertise with a proactive, solution-oriented mindset. You’ll work closely with stakeholders across the organization to ensure our Salesforce instance supports key business objectives and delivers an exceptional user experience. Reports To: Director of Revenue Operations Location: This position is located in our Birmingham, AL office. We offer a hybrid schedule 3 days in-office, 2 days remote. Remote is available for specific situations. Key Responsibilities: Salesforce Administration: Maintain, configure, and enhance the Salesforce Financial Services Cloud (FSC) environment, including user roles, profiles, workflows, reports, dashboards, and permissions. Manage system integrations with other platforms and ensure data accuracy and integrity. Oversee data imports, exports, and migrations while maintaining data hygiene. Business Process Optimization: Collaborate with technology leadership to understand and translate business needs into technical requirements and solutions. Develop and maintain scalable solutions to support complex wealth management and financial planning business processes. Proactively identify opportunities for system improvement and automation to push innovative solutions. Identify opportunities to utilize AI in RFG’s technology stack. Customization and Development: Test and deploy from Sandbox environments such as creating and customizing objects, fields, validation rules, page layouts, and record types specific to the Financial Services Cloud. Build and maintain workflows via flows to support automation. Manage and deploy Salesforce AppExchange applications. Training and Support: Provide ongoing support and training to cross-functional teams, including Practice Development, to ensure they are well-informed and equipped to educate and update Advisor Teams effectively. Troubleshoot and resolve system issues promptly. Reporting and Analytics: Create and maintain advanced reports and dashboards tailored to the needs of financial services stakeholders. Provide actionable insights through data analysis to drive decision-making. Documentation and Maintenance: Document system configurations, automation flows, processes, and training materials. Stay up-to-date on Salesforce releases and industry best practices to recommend enhancements. Zoho configuration Company Overview: At RFG Advisory, we’re building the RIA of the Future—empowering growth-minded independent Advisors to scale their businesses without compromise. We remove friction so Advisors can focus on what matters most: building meaningful relationships and growing enterprise value. Our culture is high energy, all-in, awesome. We show up with servant hearts and growth mindsets. We iterate to excellence, lead boldly, and commit to getting 1% better every day. If you’re driven to build, ready to collaborate, and energized by possibility—you’ll fit right in. www.RFGadvisory.com/awards Salary and Benefits: Competitive salary + bonus pool Generous PTO, paid holidays, and charitable service day Health, dental, and vision with RFG stipend; FSA/HSA options Lifestyle Spending Account Pet insurance 401(k) with Safe Harbor contribution Paid parental leave; STD/LTD; life insurance Surface Pro + home office setup Professional development opportunities Loads of RFG swag Requirements Qualifications: Education: Bachelor’s degree. Experience will be highly considered in place of formal degrees. Experience: 5+ years of experience Certifications: FSC Superbadge and Salesforce Administrator Certification (preferred). Technical Skills: Advanced knowledge of Salesforce flow, validation rules, formulas, & deduplication methods. Advanced knowledge of Salesforce permission management including security, roles & sharing rules. Experience with declarative solutions including creation of custom objects, approvals, flows, etc. Other Skills: Experience with integrating and managing third-party apps into Salesforce Proven experience taking highly conceptual business needs and translating into a solution that can be effectively implemented. Strong written and verbal communication skills, with the ability to confidently and professionally interact with individuals at all levels. Knowledge of the financial services industry and fintech trends is preferred. Proficiency in managing multiple tasks with excellent time management skills. Communicate effectively with users of varying technical expertise, the ability to present complex ideas to both technical and non-technical stakeholders. Ability to take ownership of responsibilities and work both independently and collaboratively. Creative problem solver with the ability to anticipate needs and actively participate in a culture of excellence. Adaptable and quick learner in a fast-paced environment

Responsibilities

The Salesforce Administrator will manage, optimize, and enhance the Salesforce environment, ensuring it supports key business objectives. Responsibilities include maintaining system configurations, collaborating with stakeholders, and providing training and support.