We are working with an investment management firm seeking a proactive and detail-oriented Salesforce Administrator.This is an exciting opportunity to be part of a high-performing technology and engineering group in a dynamic investment environment. You’ll focus on day-to-day platform management, reporting, data quality, and process optimization—without the need for heavy coding or development work. Key Responsibilities: Maintain and enhance Salesforce through regular configuration updates: field modifications, layout edits, user profiles, and permissions. Build and modify standard reports and dashboards, including Conga-generated reports, to meet business needs. Clean, normalize, and integrate data from external sources and Excel trackers into Salesforce to support Capital Formation. Manage user access and setup, ensuring seamless onboarding/offboarding processes. Create and maintain custom views and layouts tailored to different teams across the organization. Serve as a subject matter expert for Salesforce, providing day-to-day support and addressing user questions or issues. Collaborate with stakeholders to understand workflow needs and continuously improve the Salesforce user experience. Qualifications: Bachelor’s degree in Information Systems, Business, or related field. 3–5+ years of Salesforce administration experience, preferably within financial services or investment management. Strong understanding of Salesforce core functionality, including reporting, data management, profiles, roles, and security. Proficiency in data cleaning and preparation using Excel and/or data tools. Familiarity with reporting tools such as Conga and standard Salesforce dashboards. Excellent communication and organizational skills. Experience supporting Capital Formation or investor relations teams is a plus. Seniority level Associate Employment type Temporary Job function Information Technology Industries Investment Management Referrals increase your chances of interviewing at Atlas Search by 2x. Get notified about new Salesforce Administrator jobs in New York City Metropolitan Area . Locations and salary ranges are listed with timestamps, indicating recent postings. #J-18808-Ljbffr Atlas Search
Host Healthcare is seeking a local contract Cardiovascular Technologist for a local contract job in Columbus, Ohio. Job Description & Requirements ~ Specialty: Cardiovascular Technologist ~ Discipline: Allied Health Professional ~ Start Date: 06/14/2025~ Duration...
If you are a current Jazz employee please apply via the Internal Career site. Jazz Pharmaceuticals is a global biopharma company whose purpose is to innovate to transform the lives of patients and their families. We are dedicated to developing life-changing medicines...
Stability Healthcare is seeking a travel nurse RN Labor and Delivery for a travel nursing job in Plymouth, Massachusetts. Job Description & Requirements ~ Specialty: Labor and Delivery ~ Discipline: RN ~ Duration: 13 weeks ~36 hours per week ~ Shift: 12 ...
...temporary Operations Center Analyst to support the work of its Security Operations Center, which provides 24/7 situational awareness, incident... ...briefings verbally or electronically for staff traveling overseas Collect and maintain travel security documents for all...
...making early cancer detection accessible and affordable. As a Research Assistant at Oncodea, you will have the opportunity to work closely... ...biology, or a related discipline 1-year combined experience in academic research labs and/or biotech industry and/or biotech...