Job Summary

• This role serves as the technical backbone of the Salesforce ecosystem, responsible for both high-level platform architecture and day-to-day execution.
• The position requires partnering with sales leadership to maximize effectiveness while developing linkages between Salesforce and third-party systems.
• Candidates will oversee complex sales reporting, develop performance metrics, and guide less experienced staff in data interpretation.

Matching Summary

Salary

Base: $115,000 - $128,000 USD; Bonus/Equity: Discretionary annual bonus and/or commission-based incentives; Benefits: Medical, dental, vision, 401(k), profit sharing, paid time off, parental leave

Skills & Requirements

Key Requirements

• Bachelor's Degree in Finance or related field
• 5-7 years of business/sales analysis experience
• Finance/Asset Management industry experience preferred

Work Rights