CRM Business Administrator

Client Support Opportunity in Financial Services

CRM Business Administrator


20 E Thomas Road, Phoenix, AZ  85012

2300 Windy Ridge Parkway, Atlanta, GA  30339 

877 Executive Center Drive West, St. Petersburg, FL 33702

12325 Port Grace Blvd, La Vista, NE 68128


The CRM Business Administrator role is an accomplished (SFDC) administrator and analyst. Working independently and as part of a team, you will work extensively with members of the business to define the business requirements for technology solutions. The role will be a member of operational teams for implementation & ongoing support of commercial applications, both within Salesforce and extending into integrated third-party solutions. You will act as liaison between business owners and internal/external technology solution providers as well as building, enhancing, and maintaining configurations and applications within Salesforce.  The individual will also be called upon to work as a member in projects, collaborate with teams from different business units around the organization and with other technology teams. The role will provide high level technical and analytical support for all phases of the enterprise application software life cycle. Works with configured and custom-built applications, purchased packages, and other automation technology in support of administrative customers.


  • Configure and administer the Salesforce platform on a day-to-day basis to support business requirements, on-the-fly configuration and maintenance, small projects and general upkeep of the platform within specific service level agreements
  • Partner with the product and technology teams to coordinate ongoing development, larger maintenance items and integration opportunities
  • Assist with resolving problems to ensure customers receive prompt, efficient service; ensure customers' satisfaction
  • Develop and maintain productive customer relationships; serve as the point-of-contact for regularly scheduled platform opportunity check-in meetings with customers
  • Stay up to date on all Salesforce release items; proactively identify ways to further enhance customers' Salesforce processes
  • Other duties as assigned

Education Requirements:

  • High School Diploma or GED required
  • Bachelor’s Degree in Business, Information Technology or related field is preferred

Basic Requirements:

  • Minimum 3 years’ experience working in with large scale CRM applications, with direct experience using in an analyst or administrative capacity
  • Direct experience with the Financial Services Cloud application within SFDC
  • Direct experience supporting customer-facing operations functions
  • Ability to understand large scale systems within the landscape and/or constraints of a multi-constituent environment and appreciate that such complexities may require alternative approaches to system implementations
  • Administrator Certification
  • Knowledge and work experience with application integration
  • Experience working with large data sets and complex security requirements
  • Strong analytical skills and the ability to work effectively with people of differing levels of technical knowledge
  • Excellent communication and interpersonal skills (both oral and written)
  • Ability to work independently and as part of a team
  • A working knowledge of mainstream desktop software and customer engagement/interaction solutions
  • Familiarity with the full software development life cycle
  • Provide end-user support post-launch to troubleshoot issues, identify and document defects, and assist with prioritization of break/fix efforts
  • Displays a high level of conscientiousness and follow-through
  • Ability and desire for independent learning
  • Demonstrates a willingness and ability to support a diverse and inclusive environment

Preferred Requirements:

  • Experience within Financial Services, specifically Asset & Wealth Management a plus
  • Experience with relational database management systems
  • Strong SQL programming skills
  • Salesforce-related APEX coding, or Java equivalent
  • Advanced Administrator Certification

Be A Part Of The Team Behind Our Success!

At Advisor Group, we support financial professionals across the nation, the people who help everyday Americans achieve their dreams. We’re a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Equal Opportunity Employer

Advisor Group is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.


Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Advisor Group.

Unqualified Applications

Advisor Group does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Advisor Group only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.