Who are we? IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.
The Role IEQ Capital is looking for a motivated professional to join our Foster City-based team as a Salesforce Administrator. The Salesforce Administrator will work cross-functionally to manage our Salesforce environment, assess current operations, streamline existing workflows, and identify opportunities for automation. They will develop an in-depth knowledge of our Salesforce integrations and will collaborate with internal and external resources to execute on firmwide initiatives.
Duties and responsibilities include, but are not limited to:
- Drive high impact initiatives by leveraging Salesforce
- Write Apex triggers, create Workflows, manage current Salesforce integrations, and work on new Salesforce integrations
- Partner with teammates to lead the effort to migrate active process builders to flows
- Collaborate with the Operations and Client Service teams to improve efficiency across all platforms
- Become familiar with IEQ's policies and processes
- Create recurring reports and dashboards to track data flow and monitor processes
- Document different aspects of our Salesforce environment and evaluate for efficiency and functionality
- Drive optimization of the firm's salesforce structure through analysis of workflows, and by reducing objects or records that serve to enhance the overall salesforce environment
Qualifications - At least 2 years of experience in Salesforce
- Ability to analyze complex data sets and work with relational databases
- Ability to create and deliver compelling and clear presentations using Salesforce tools
- Strong project management skills and capable of meeting tight deadlines.
- Exceptional organizational skills and attention to detail
- Strong interpersonal skills and ability to collaborate among teams
- Ability to think critically and anticipate issues
- Good verbal and written communications skills
- Good relationship-building skills both inside and outside of the organization
- Ability to work in a fast-paced, high-volume, high-pressure environment
- Curious, excited to solve big data challenges, "No task is too small" mentality
- Bachelor's degree is required
Career Path Upward mobility aren't just words on a page, it's embedded in our culture. We look for individuals who are curious, who see gaps and find creative solutions, those who don't stop until the work is done and always give more than what is asked. We value these individuals and want to see them grow and strive within the firm.
Compensation The total compensation range for this role, inclusive of base salary and bonus, is $80,000 - $100,000, depending on skills and experience