Salesforce Administrator

Job Description

SS&C Wealth & Investment Technologies is a leading provider of award-winning technology and services for the investment management industry worldwide. Our 5000+ clients across 50+ countries include asset managers, wealth managers, family offices, alternative investment managers, fund administrators, brokers, banks, and insurance. Our solutions streamline their processes for portfolio management, trading and order management, compliance, accounting, performance analytics, reporting, and more.

This is a unique opportunity to blend financial industry knowledge with technology skills in a vibrant, international work environment. You get to tap into the knowledge of leading financial institutions as well as our experienced team to learn and develop skills that will ultimately help you progress your career and grow a solid network within the fintech industry.

At SS&C, you will find a rewarding career where you can thrive at every level. We are proud of our unique business culture, founded on the passion of our people and dedicated to the success of our clients. As a company, we reward innovation and professionalism, and support personal development. We invest in our employees by offering competitive compensation and benefits, comprehensive training opportunities, and employee programs to promote a healthy work-life balance and personal well-being. Our culture thrives on teamwork and diversity. Therefore, we hope to see you bring your unique perspective and talent to SS&C and thrive!

Key Responsibilities

• Administer and maintain the Salesforce platform, ensuring data integrity, system performance, and security
• Configure and customize Salesforce using: Objects, fields, record types, Validation rules, page layouts, and permissions
• Build and manage automation using Flows and other declarative tools
• Support and troubleshoot user issues, providing timely resolution and guidance
• Collaborate with stakeholders to gather requirements and translate them into scalable solutions
• Create and maintain reports and dashboards to support business insights and decision-decision-making
• Assist with data management, including imports, deduplication, and cleanup
• Participate in system testing, releases, and change management processes
• Document system configurations, processes, and user procedures
• Support integrations and collaborate with technical resources as needed

Required Qualifications

• Bachelor’s degree or equivalent work experience
• 1–3 years of hands-on Salesforce Administrator experience
• Strong understanding of: Salesforce data model, Security model (profiles, roles, permission sets), Automation tools (Flows, workflow rules)
• Experience building reports and dashboards
• Strong analytical and problem-solving skills
• Ability to manage multiple priorities in a fast-paced environment
• Strong communication skills with both technical and non-technical stakeholders

Preferred Qualifications

• Salesforce Administrator Certification (ADM 201)
• Experience working with Sales Cloud (or Service Cloud)
• Familiarity with data tools (e.g., Data Loader, Excel)
• Basic understanding of integrations, APIs, or third-party tools
• Experience supporting go-live or system enhancement projects

What Success Looks Like

• Delivers reliable, scalable Salesforce configurations and automation
• Improves user productivity through thoughtful system enhancements
• Maintains clean, high-quality data
• Builds strong partnerships with business stakeholders
• Contributes to continuous improvement of Salesforce capabilities