Salesforce Administrator Job at GemHarvest Executive Recruiting, Ellicott City, MD

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  • GemHarvest Executive Recruiting
  • Ellicott City, MD

Job Description

Salesforce Administrator

Multi-Billion Independent Wealth Management Firm

Ellicott City, MD

Overview

Established and growing Multi-Billion dollar AUM Independent Investment Advisory firm serving high-net-worth and ultra-high-net-worth clientele seeks a Salesforce Administrator to oversee and optimize the firm’s CRM platform and assist with internal IT systems.

This role is ideal for someone who thrives in a dynamic, growth-oriented environment and is excited to take ownership of Salesforce system improvements and user training. The role may also involve additional tech support responsibilities.

Highlights

  • Play a key role in the continued development and customization of the firm’s Salesforce platform
  • Work closely with internal teams to enhance workflows, dashboards, permissions, and user experience
  • Train staff and introduce new capabilities as the team scales its Salesforce usage
  • Support smooth day-to-day operations by managing in-office tech tools—from video conferencing systems to equipment troubleshooting and vendor coordination
  • Opportunity to expand responsibilities depending on skillset, including light coding or automation
  • Be part of a collaborative culture focused on team connectivity and operational excellence
  • Join a respected and client-focused RIA with a strong commitment to quality and innovation

Requirements

  • Bachelor's Degree
  • 3+ years experience with Salesforce administration, ideally within a financial or professional services firm
  • Experience managing workflows, user permissions, reports, and system maintenance
  • Ability to troubleshoot internal technology and liaise with external IT vendors
  • Strong communication skills and comfort training non-technical users

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