Salesforce Administrator

Finalis is building the largest investment banking platform in the world. 

🚀 What does Finalis do?

Finalis is the leading platform enabling the securities brokerage landscape to operate legally and compliantly. The firm delivers a white-labeled regulatory affiliation and compliance back-office solution that supports a wide range of private market dealmaking including M&A, capital raising, private placements, direct participation programs, fintech marketplaces, and alternative investment sponsors.

Finalis provides additional leverage to securities brokers with the Finalis Platform, which delivers a hassle-free deal management solution and a Marketplace that connects brokers with one another to gain insights and explore collaborations.

Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world’s largest dealmaking platform.

Join us in disrupting the securities industry, for good. 

🌍 How does Finalis work?

• We are a fully-remote company with Finalists distributed between the time zones of Eastern Standard Time and Eastern European Time .

• If you’re located outside this time zone range, depending on the needs of your team, you may be requested to be available during specific hours.

• Although we don’t have an official physical place to work, we promote gathering with your team or other colleagues whenever possible. 

🤝 What about your team?

• The Salesforce Administrator will be responsible for the day-to-day configuration, support, maintenance and improvement of our CRM. Working closely with sales, customer success, customer support and marketing staff, the administrator will identify, develop and deploy new business processes. This role is part technical project manager, part administrator, part Salesforce analyst and 100% dedicated to our mission.

✨ What will you be doing?

• Serve as primary system administrator for the Salesforce environment with 30+ users.

• Focus the organization’s use of data for what best serves the mission.

• Handle all basic administrative functions including user maintenance, modification of page layouts, generation of reports and dashboards, creation of new fields, automations, validation rules and other routine tasks.

• Gather detailed requests for improvements or changes to the system, and implement these changes as appropriate

• Change Management and Data governance in conjunction with the Business Intelligence team.

• Automate processes using Salesforce tools such as process builder, flow automation, validation rules.

• Manage less complex Salesforce integrations - those not handled by a Salesforce Developer or Consultant/Partner.

• Identify, install and maintain appropriate apps from the AppExchange for event management, mass email, document merge, and more.

• Configure and maintain Marketing Campaigns in Pardot.

• Train new users and grow the Salesforce skill set across the organization.

• Document customizations made in Salesforce.

• Plan ahead for upgrades, seasonal releases and long term projects.

💬 Who are we looking for?

• You have exceptional written and spoken English

• You have a minimum of  4+ years of relevant work experience

• You have Google Workspace experience

• You have excellent communication skills 

• You have strong organizational skills 

• You can handle confidential information

• You have the ability to work swiftly with a high sense of urgency and be comfortable with shifting priorities and deadlines

• You are a self-starter, quick learner and highly organized with attention to detail

• You have the ability to follow up; know what's going on at all times and respond quickly

• You are flexible, patient, persistent and have a team spirit attitude

• Must demonstrate ability to communicate effectively verbally and in writing with all levels of the organization.

• Ability to critically evaluate and prioritize information gathered from multiple sources and reconcile conflicts.

• Ability to assess the impact of new requirements on Salesforce and other integrated systems.

Bonus Track! 

• Salesforce Administrator Certification is a plus.

🌟 What do we offer?

• 100% Remote work (Work from wherever you want!)

• Competitive USD salary 

• High-Speed Internet expenses allowance

• Generous Paid time-off (Vacation Time!)

• Additional 17 Flex Days (to use in national holidays or personal matters)

• Professional Growth Benefits in our E-Learning Platform (Coursera) (take your skills to the next level!) 🚀

• People Team Partner (to target your roadblocks and customize an action plan for your career path)

• Buddy Program

• Virtual After-Office Activities 

• Diverse Culture & Inclusive environment

🌈 Why work with Finalis?

We are a fast-paced startup which will enable you to develop skills quickly and work in an entrepreneurial culture where pushing limits and taking risks is everyday business. As we have Finalists from different countries and cultures, we encourage our team members to develop their soft skills, boosting their ability to adapt themselves to different backgrounds.

Finalis’ core values:

• Embodying the trust we deliver

• Engage with purpose

• Practice stewardship

• Value learning

Finalis provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.