Fisher Investments logo
Join Fisher's Talent Network

Salesforce Administrator (2020-9076)

San Mateo, CA, United States
Information Technology


Job Description


Are you looking to join a global technology department that is invested in how technology impacts our growing business? Do you enjoy being a part of a team that develops strategic solutions and supports new technology implementations? If so, we want to hear from you!

The Opportunity:


Our IT Department is looking for a Salesforce Administrator to help execute on Salesforce initiatives, including a Salesforce implementation. You will be a key partner to the business providing ongoing support of the Salesforce platform and managing its evolution to meet the business’ needs. This position can be located in our San Mateo, CA, office (near San Francisco, CA), Plano, TX, office (near Dallas, TX) or Camas, WA, office (near Portland, OR).  This will be a direct hire opportunity.


The Day-To-Day:

  • Administer Salesforce instance including roles, profiles, sharing rules, workflows and groups
  • Maintain and customize Financial Services Cloud, Sales Cloud and Service Cloud applications
  • Manage operational requests and reporting including customer analysis and individual views, and troubleshoot issues
  • Develop training materials and provide training and support to end users
  • Maintain database for integrity and accuracy including cleansing and duplicate record management
  • Manage all sales related technical resources and migration of data into Salesforce
  • Evaluate new releases of Salesforce to determine functionality requirements  and  provide detailed information on how changes will apply to all affected departments/users


Your Qualifications:

  • 7+ years of experience as a Salesforce Administrator
  • Must have a Salesforce Administrator certification
  • Experience administrating Salesforce Financial Services Cloud
  • Demonstrated skills using process builder, sharing rules, workflow, formulas, and report and dashboard building
  • Bachelor’s degree in MIS, Computer Science, Engineering, Physics, Mathematics, or related discipline


Why Fisher Investments:


Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

  • 100% coverage of premiums for health, vision and dental insurance
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • 8 week paid Primary Caregiver Parental Leave
  • And much, much more

We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a Top Workplace.


But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.


* California employees accrue up to 17 days of PTO and 3 days of sick time per year.



Not ready to apply?

Join Fisher's Talent Network

Similar Jobs

SAP Finance ABAP Developer (2020-9303)

Plano, TX, United States

SAP Finance ABAP Developer (2020-9302)

Camas, WA, United States

SAP Finance ABAP Developer (2020-9294)

San Mateo, CA, United States

Quality Assurance Specialist (2020-9297)

Plano, TX, United States

Quality Assurance Specialist (2020-9296)

Camas, WA, United States

Quality Assurance Specialist (2020-9289)

San Mateo, CA, United States

Enterprise Architect (Cloud) (2020-9143)

Plano, TX, United States