Associate, Platform Management - Salesforce

Mariner Wealth Advisors

12h•Remote

About The Position

The Platform Operations Associate (Salesforce Administrator) will own operational support for the Mariner’s current Compass Salesforce org and any upcoming orgs as designated with the firm strategy, managing user requests, troubleshooting issues, and delivering reporting and light automation enhancements. This individual will act as the front line for Salesforce cases and ensure that the system continues to meet business needs effectively and efficiently. This is a highly internal-facing role, working directly with business teams to resolve access, reporting, and system issues.

Requirements

1–4+ years of Salesforce administration experience (Financial Services Cloud experience a plus)
Experience with: User setup & permission management Reports & dashboards Flows and validation rules Basic troubleshooting and issue resolution
Strong organizational and case management skills
Ability to communicate clearly with non-technical stakeholders

Nice To Haves

Salesforce Administrator Certification preferred, or willing to obtain within 60 days of onboarding
Financial Services Cloud experience a plus

Responsibilities

Manage and resolve Platform cases (permissions, access, profile/role updates, troubleshooting)
Provide timely resolution to reporting and dashboard issues
Serve as a point of contact for Platform user support
Build and maintain reports and dashboards
Ensure reporting requests are scoped appropriately and align to business needs
Maintain reporting consistency and data accuracy
Develop and maintain Flows, validation rules, and light system enhancements
Support incremental improvements driven by business requests
Assist with testing and deployment activities
Monitor and improve data hygiene within FSC
Support validation improvements and standardization efforts
Assist in troubleshooting integration-related issues
Coordinate with vendors or technical teams as needed
Support ongoing platform stability