Job description

About the Role iCapital is looking for a Salesforce Administrator to take hands-on ownership of the Salesforce estate, spanning multiple organizations supporting the Distribution, Enterprise, Structured Investments, and Data Solutions teams. Working alongside a close-knit team to drive platform stability, data quality, and commercial capability, this is a role for someone comfortable walking into complexity, assessing it clearly, and building solutions that last. Responsibilities Support daily Salesforce operations, including user requests, ticket resolution, and stakeholder communication. Lead the assessment, documentation, and enhancement of Salesforce configuration across multiple organizations including environments where formal ownership is being established. Gather and translate business requirements into scalable, user-friendly solutions. Configure standard Salesforce tools such as Flows, approval processes, reports and dashboards. Manage user and license administration (i.e. setup and deactivation, roles, profiles, permission sets, sharing rules). Partner with an external delivery partner and progressively take ownership of complex configuration and build work as internal capability scales. Maintain and manage sandbox environments for testing and deployment. Collaborate with teams using integrated platforms. Troubleshoot and fix bugs as needed. Monitor Salesforce releases and recommend relevant platform improvements. Communicate platform updates and provide user training as needed. Qualifications 5-7+ years of hands-on Salesforce Admin experience Bachelor’s degree or equivalent experience in a related field Salesforce Administrator certification is required; Salesforce Advanced Administrator certification is a plus Experience with Salesforce Data Cloud, Agentforce, Marketing Cloud or integrated platforms such as HubSpot, Cvent, or Tableau is strongly preferred Experience working across multiple Salesforce orgs, including environments with limited existing documentation Familiar with financial services, fintech, or alternative investments is a plus Excellent written and verbal communication skills with attention to detail Able to document processes and contribute to internal knowledge management Comfortable working independently while collaborating across teams Benefits The base salary range for this role is $90,000 to $110,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit icapitalnetwork.com Twitter: @icapitalnetwork | LinkedIn: linkedin.com | Awards Disclaimer: icapitalnetwork.com iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Requirements

Must-haves

Support daily Salesforce operations, including user requests, ticket resolution, and stakeholder communication.
Lead the assessment, documentation, and enhancement of Salesforce configuration across multiple organizations including environments where formal ownership is being established.
Gather and translate business requirements into scalable, user-friendly solutions.
Configure standard Salesforce tools such as Flows, approval processes, reports and dashboards.
Manage user and license administration (i.e. setup and deactivation, roles, profiles, permission sets, sharing rules).
Partner with an external delivery partner and progressively take ownership of complex configuration and build work as internal capability scales.
Maintain and manage sandbox environments for testing and deployment.
Collaborate with teams using integrated platforms.
Troubleshoot and fix bugs as needed.
Monitor Salesforce releases and recommend relevant platform improvements.
Communicate platform updates and provide user training as needed.
5-7+ years of hands-on Salesforce Admin experience
Bachelor’s degree or equivalent experience in a related field
Experience working across multiple Salesforce orgs, including environments with limited existing documentation
Excellent written and verbal communication skills with attention to detail
Able to document processes and contribute to internal knowledge management
Comfortable working independently while collaborating across teams

Nice-to-haves

Salesforce Administrator certification is required; Salesforce Advanced Administrator certification is a plus
Experience with Salesforce Data Cloud, Agentforce, Marketing Cloud or integrated platforms such as HubSpot, Cvent, or Tableau is strongly preferred
Familiar with financial services, fintech, or alternative investments is a plus

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: greenhouse
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

Pto

Paid Time Off

Parental Leave