Moneta Group

Salesforce Administrator

Job Summary

The Salesforce Administrator is responsible for providing ongoing support, maintenance and configuration for Moneta’s instance of the Salesforce platform.  Duties include installing applications, adding objects and fields; data management; support functions; data analysis; creating data standards and auditing for data quality; sustaining user adoption and training on the system.

Duties & Responsibilities

  • Acts as the subject matter expert to participate in business discussions relating to new functionality, system solutions and other needs as identified by the business.
  • Configures Salesforce, including custom objects and fields, page layouts, reports, dashboards, profiles, rules, triggers, workflows and approval processes.
  • Maintains reports and dashboards.
  • Evaluates, recommends and assists in implementation of third party solutions and app exchange packages based on business request or project needs.
  • Troubleshoots and solves issues related to the Salesforce environment and applications in use from the app exchange.
  • Manages the testing process for new functionality:
    • Creates test cases
    • Establishes protocols and testing environments
    • Coordinates testing with business and IT to ensure functionality is met with releases
  • Researches and stays up-to-date with Salesforce releases. Analyzes new functionality impact to environment and plans for release.


  • College degree preferred
  • Two years or more of relevant experience
  • Salesforce Certified Administrator preferred
  • Lightning and Financial Services Cloud experience preferred, but not required
  • Understanding of relational databases and data integration tools
  • Experience with programming languages: SQL, JavaScript, HTML, APEX and Enterprise Service Bus (ESB)
  • Strong verbal and written communication skills
  • Strong problem solving skills
  • Work experience that demonstrates interpersonal and teamwork skills
  • Must be organized, meticulous, detail-oriented, and able to multitask
  • Ability to interact well with external service providers and all employees
  • Commitment to ‘Raving Fan’ service
  • Professional attitude, demeanor, and appearance
  • Authorization to work in the U.S. without durational restrictions

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