Salesforce Platform Manager (Development & Business Systems)

About the role

Join Grimes & Company Wealth Management, an independent Registered Investment Advisory (RIA) firm serving high-net-worth individuals and families. We are seeking an experienced Salesforce Platform and Data Manager to design, develop, and maintain Salesforce solutions that support our advisors, operations teams, and client service professionals. This role focuses on clean data, thoughtful architecture, consistency, and scalable systems, working closely with business stakeholders and technology partners.

Responsibilities

• Own and manage the overall Salesforce environment, including platform structure, objects, page layouts, reports, automations, visibility, user permissions, and integrations.
• Maintain high standards for data organization, consistency, accuracy, governance, and usability across the platform.
• Translate strong data integrity practices into reliable reporting, dashboards, KPIs, and business analysis for leadership and employees.
• Collaborate with business leaders, users, and cross-functional teams to gather requirements and translate business priorities into effective Salesforce solutions.
• Serve as the primary Salesforce and data integrity point of contact, providing training, troubleshooting, and issue resolution.
• Assist with translating, mapping, and migrating data from firms acquired through mergers and acquisitions, ensuring clean and consistent information.
• Design, develop, test, and deploy custom Salesforce solutions using Flows, Apex, Tableau, Salesforce APIs, and other platform capabilities.
• Build, enhance, and maintain integrations between Salesforce and third-party applications and enterprise systems.
• Proactively assess the Salesforce environment to reduce technical debt and implement scalable improvements.
• Partner with the IT team to support Salesforce-related security features, access controls, and system safeguards.
• Support change management through creation and maintenance of SOP documentation.

Requirements

• Bachelor's degree required, preferably in Computer Science, Information Systems, Software Engineering, or a related field.
• 5 to 7 years of hands-on Salesforce Administrator, Developer, or hybrid Salesforce owner experience.
• Salesforce Platform Developer or similar certification is preferred.
• Experience with Apex, SOQL, Flows, Salesforce APIs and integrations, and advanced reporting and dashboarding tools.
• Experience with Orion Advisor Technology, Egnyte Document Management, Docusign, Emma, or other email marketing software is a plus.
• Advanced Excel proficiency, including strong knowledge of formulas, functions, and data analysis tools.
• Experience working in a growing or changing organization where processes, teams, and systems are evolving.
• Financial Services Cloud and financial services experience is strongly preferred, especially within wealth management, investment advisory, banking, insurance, or related industries.
• Strong analytical, organizational, communication, and problem-solving skills.
• Ability to work with both technical and non-technical stakeholders.

Benefits

• 401(k) retirement plan with 6% match
• Medical, dental, and vision insurance
• Flexible spending accounts
• Life and disability insurance
• Paid time off
• Parental leave
• Flexible hybrid work schedule

Pay

$120,000 - $150,000

Why Join Us?

• Growth Opportunities: We invest in professional development, offering training and career advancement pathways.
• Collaborative Culture: Work in a supportive and innovative environment where contributions are valued and recognized.
• Competitive Compensation: Enjoy a comprehensive compensation package that rewards expertise and dedication.