Salesforce Administrator


SmartAsset is an award-winning financial technology company that helps more than 100 million people each month make smart financial decisions.
New York, NY



October 8, 2021

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Who We Are
The Role
Why Us

SmartAsset is a leading online destination for financial advice that powers SmartAdvisor, the largest marketplace connecting consumers to financial advisors and financial products. Reaching more than 100 million people each month through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. Ranked on the Inc. 5000 list of fastest-growing private companies in 2021, SmartAsset recently closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time, 2021 Best Financial Planning Technology Company in New York by Wealth & Finance International, and Forbes' list of America's Best Startup Employers in 2020.


  • Collaborate with stakeholders, product and fellow technologists to proactively administer our salesforce instance (Sales/ Service Cloud)
  • Build and maintain custom objects/ fields, validation rules, layouts, reports, dashboards, profiles, lightning flows, email templates to optimize business processes and Salesforce App integrations
  • Complete regular internal system audits and updates
  • Perform database maintenance tasks and duplicate entry cleansing
  • Help us continually improve by running A/B tests on our current practices to figure out what works best
  • Identify new ways to measure our performance that help us run our business smarter
  • Work with our data engineering, product, tech, and marketing teams to better harness our data (or capture new data) and apply it to concrete business challenges

Required Skills and Experience:

  • 3 years+ of experience administering salesforce organizations to meet business requirements
  • At least 1 year experience supporting Salesforce for inside sales/account management organization (tracking productivity/opportunities etc.)
  • Ability to use out-of-the-box SFDC functionality as well as building custom solutions or implementing app exchange applications
  • Experienced with workflows/ process builders and lightning flows
  • Admin certification (Advanced preferred)
  • Comfortable with data: management, manipulation, visualization, and reporting
  • Highly proficient with Microsoft Excel
  • Some knowledge of SQL
  • Organized, detail-oriented, and analytical
  • Team player with strong communication abilities
  • Comfortable in the fast-paced, high growth environment of a startup
  • Enthusiastic about learning and sharing ideas and strategies that can help our sales team succeed


  • Friday Tastings
  • Regular team social activities (book club, sports league, community service, etc.)
  • Medical, Dental and 401(k)
  • Educational reimbursement program
Apply now

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