Salesforce Administrator - Financial Services

Dunham & Associates Holdings, Inc. and its subsidiaries (collectively, “Dunham”) is a thought leader in the financial services industry. The way we work reflects our company culture of accountability, client-first mindset, and continuous growth. Since 1985, Dunham has grown into a multi-billion-dollar firm serving nearly 1,400 Financial Advisors across all 50 states. Dunham & Associates Investment Counsel, Inc. (DAIC), a subsidiary, is an independently owned, registered Broker/Dealer and Investment Adviser focused on disciplined wealth management solutions.

This is an in-office position based in Reno; remote or hybrid work is not available. Applicants must be authorized to work for any employer in the U.S. without visa sponsorship.

About the Role

Serve as the primary Salesforce Administrator and internal application systems resource, responsible for the design, configuration, optimization, and ongoing support of the Salesforce platform and related business applications. This role requires independent judgment in analyzing business requirements, designing system solutions, and implementing scalable configurations and enhancements. It combines Salesforce administration with application support, light development (Apex, integrations), and process automation, while contributing to system governance, data integrity, and continuous improvement initiatives.

Responsibilities

• Salesforce Administration & System Design
  • Serve as the primary administrator and subject matter expert for Salesforce, including system configuration, data architecture, security model, and platform optimization.
  • Analyze business requirements and design scalable Salesforce solutions, including objects, fields, automation, and reporting structures.
  • Maintain and enforce data governance standards, including data quality, deduplication strategies, and data lifecycle management.
  • Configure and enhance workflows, Flows, validation rules, and reporting to support evolving business processes.
  • Manage and support integrations between Salesforce and internal/external systems.
• Application Development & Automation
  • Develop and maintain Apex code, automation logic, and system enhancements where declarative tools are insufficient.
  • Design and implement process automation to improve operational efficiency and reduce manual effort.
  • Support system releases, testing, and deployment processes across environments.
  • Evaluate and implement new platform capabilities and third-party tools.
• Application Support & System Optimization
  • Provide Tier 2/3 application support for Salesforce and related business systems, including troubleshooting complex issues and performing root cause analysis.
  • Monitor system performance and proactively identify opportunities for improvement.
  • Develop and maintain system documentation, standards, and best practices.
  • Deliver user enablement through training, guidance, and documentation.
• Continuous Improvement & Innovation
  • Identify and lead initiatives to improve system functionality, automation, and data usability.
  • Partner with business and IT stakeholders to align system capabilities with organizational objectives.
  • Evaluate emerging technologies, including AI and automation tools, to enhance system capabilities and user productivity.
• Secondary Responsibilities
  • Provide limited support for broader IT systems and applications, primarily related to application functionality and integration points.
  • Assist with system-related troubleshooting in coordination with infrastructure or support teams.
  • Support data backup validation, system maintenance activities, and environment management as needed.

Requirements

• 3–5 years of Salesforce administration experience with increasing responsibility.
• Experience designing and implementing Salesforce solutions (configuration, automation, reporting).
• Working knowledge of Apex, SOQL, and platform development concepts.
• Experience supporting business-critical applications in a professional environment.
• Familiarity with system integrations, APIs, and data management tools.

Qualifications

• Bachelor’s degree in Information Systems, Computer Science, or related field preferred (or equivalent experience).
• Salesforce Administrator Certification required or strongly preferred.
• Additional certifications (Advanced Admin, Platform Developer I, or related) are a plus.
• Preferred: Experience in financial services or regulated environments.
• Preferred: Exposure to AI tools, automation platforms, or advanced analytics.
• Preferred: Understanding of system security principles and access control models.

Skills

• Strong analytical and systems-thinking capabilities.
• Ability to exercise independent judgment in system design and problem resolution.
• Strong attention to detail, particularly in data and configuration accuracy.
• Effective communication with both technical and business stakeholders.
• Ability to manage multiple initiatives and priorities simultaneously.
• Continuous learning mindset with interest in emerging technologies.

Pay

$80,000 - $100,000 salary, commensurate with experience, education, and certifications.

Benefits

Dunham offers a complete benefits package to full-time employees who regularly work more than 30 hours per week.

• Health & Welfare
  • Medical, Dental & Vision (choices vary by state).
  • Life and AD&D Insurance (company paid).
  • Short-Term & Long-Term Disability (company paid).
  • Flexible Spending Plan (FSA).
  • Employee Assistance Plan (company paid).
  • Domestic Partner benefits.
  • Aflac.
• Other Benefits
  • 401(k) Plan with generous company match.
  • Paid Time Off (PTO) and Holiday benefits.
  • Company-Sponsored Events.