Systems Architect, Customer Operations

2 days ago

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Altruist

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The only modern custodian built exclusively for RIAs. Altruist Financial LLC, Member FINRA/SIPC

fintech • UX • transparency

51 - 200

Description

• Own all aspects of our Salesforce instance by acting as the principal architect and primary administrator • Implement best-practice deployment procedures to increase data, permissions, and automation accuracy • Work closely with team members to ensure day-to-day system operations are covered and executed at a high caliber • Help design and execute data model implementations; conduct data migrations • Refine and optimize the customer experience by implementing revisions to our community site, in-app widgets, telephony system, and other channels • Build technical documentation to map and define our data model, integrations, automation, and other system components • Help maintain and optimize Salesforce integrations to ensure data flows are accurate and timely for business needs • Implement innovative solutions and power continuous improvement to drive operational excellence across Sales, CS, and Operations • Proficiently capture and strategically manage all business-critical data, facilitating streamlined extraction of insights for enhanced business decision-making and superior outcomes. • Build and maintain reporting and dashboards • Ensure Salesforce is secure and compliant at all times • Bring creative solutions to a broad range of operational challenges • Embody the core values of Altruist and our mission

Requirements

• 10+ years as a Salesforce administrator; 5+ years as the primary administrator and architect; Certified Salesforce Administrator • 5+ years administrating a Service Cloud instance • Experience administrating Service Cloud Voice via Amazon Connect • Experience manipulating and migrating large-scale datasets • Expert Excel skills (formulas and pivot tables) • Proven track record of working with systems to measurably increase team productivity and/or customer outcomes • Comfortable working through ambiguity to provide effective solutions in a fast-paced, hyper-growth environment • Demonstrated commitment to proactively improve and refine system, data management, and reporting skills. • Team player attitude; low ego; able and willing to pivot quickly and wear multiple hats

Benefits

• A hybrid work schedule to promote strong, in-person collaboration and a healthy work-life-balance. • Stunning, amenity-filled office spaces in Culver City, CA and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity. Employees get to enjoy free parking and EV charging, cold-brew and kombucha on tap, a fully stocked pantry with snacks, etc. • Competitive salary and equity packages • Premium healthcare, dental, and vision insurance plans • 401k savings plan with matching contributions and immediate vesting • Flexible PTO so you can satisfy your passions outside of work • Generous paid parental leave • Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee • Physical and emotional wellness programs that nurture both your mind and body • Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.) • Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.)