Salesforce Administrator

Description

At RFG, our mission is to remove friction for our Advisors so they can build their businesses without compromise. As our Salesforce Administrator, you play a critical role in delivering on that mission by ensuring the systems our teams rely on are stable, accurate, and thoughtfully designed.

This role thrives on clarity, structure, and disciplined execution. You will own a mission-critical Salesforce Financial Services Cloud environment that enables our teams to serve Advisors efficiently and consistently—without unnecessary complexity, rework, or disruption. Your work reduces friction behind the scenes by preserving data integrity, enforcing well-designed processes, and ensuring the platform functions reliably day in and day out.

You’ll be trusted to take a careful, analytical approach to system changes, weighing impact and risk before acting, and delivering solutions that are built to last. If you are motivated by ownership, precision, and making systems work better over time—so others can focus on growing their businesses—this role will feel like a natural fit.

Reports To:

• Senior Director of Revenue Operations

Location:

• This position is located in our Birmingham, AL office. We offer a hybrid schedule 3 days in-office, 2 days remote.
• US based remote work will be considered.

Key Responsibilities

Platform Ownership & Data Integrity

• Administer Salesforce Financial Services Cloud (users, roles, permissions, security model).
• Maintain system accuracy, data consistency, and structural integrity.
• Manage imports, exports, and data migrations with validation and documentation.
• Monitor integrations to ensure reliable, predictable performance.
• Protect governance standards and compliance requirements.

Configuration & Technical Execution

• Design, configure, test, and deploy solutions from Sandbox to production.
• Build and maintain objects, fields, validation rules, record types, page layouts, and Flows.
• Ensure automation is precise, well-documented, and maintainable.
• Evaluate and deploy AppExchange solutions selectively and responsibly.
• Assess AI-enabled capabilities with a focus on risk mitigation, accuracy, and measurable value.

Business Process Support

• Translate clearly defined business requirements into scalable technical solutions.
• Support complex financial services workflows while minimizing system friction.
• Evaluate changes carefully, weighing risk, impact, and downstream effects before implementation.

Reporting & Quality Control

• Develop accurate, logically sound reports and dashboards.
• Validate reporting logic to ensure repeatability and compliance alignment.
• Maintain documentation that supports auditability and long-term sustainability.

Support & Continuous Improvement

• Provide structured user support and clear, precise guidance.
• Troubleshoot thoroughly to identify root causes and implement durable fixes.
• Stay current on Salesforce releases and recommend improvements thoughtfully — not reactively.
• Support related system configurations, including Zoho integrations, as needed.

What Success Looks Like

• Delivers timely, high-quality work without sacrificing accuracy.
• Makes decisions based on data, not pressure.
• Protects system integrity and compliance standards.
• Documents work thoroughly and follows established procedures.
• Balances thoughtful analysis with steady execution in a fast-paced environment.

Company Overview:

At RFG Advisory, we’re building the RIA of the Future—empowering growth-minded independent Advisors to scale their businesses without compromise. We remove friction so Advisors can focus on what matters most: building meaningful relationships and growing enterprise value.

Our culture is high energy, all-in, awesome. We show up with servant hearts and growth mindsets. We iterate to excellence, lead boldly, and commit to getting 1% better every day.

If you’re driven to build, ready to collaborate, and energized by possibility—you’ll fit right in.

www.RFGadvisory.com/awards 

Salary and Benefits:

• Competitive salary + bonus pool
• Generous PTO, paid holidays, and charitable service day
• Health, dental, and vision with RFG stipend; FSA/HSA options
• Lifestyle Spending Account
• Pet insurance
• 401(k) with Safe Harbor contribution
• Paid parental leave; STD/LTD; life insurance
• Surface Pro + home office setup
• Professional development opportunities
• Loads of RFG swag

Requirements

Qualifications

Education & Experience

• Bachelor’s degree preferred; equivalent practical experience will be strongly considered.
• 3+ years of hands-on Salesforce administration experience, with sustained ownership of a production environment.
• Experience supporting complex, regulated, or data-sensitive environments strongly preferred.

Certifications

• Salesforce Administrator Certification preferred.
• Financial Services Cloud (FSC) Superbadge or equivalent FSC experience preferred.

Technical Expertise

• Advanced proficiency in Salesforce configuration, including Flows, validation rules, formulas, deduplication strategies, and data governance.
• Deep understanding of Salesforce security architecture, including roles, profiles, permission sets, and sharing rules.
• Proven experience designing and maintaining declarative solutions such as custom objects, approvals, and automation, with a focus on accuracy and maintainability.
• Experience integrating and managing third-party applications with attention to data integrity and system stability.

Analytical & Execution Skills

• Demonstrated ability to translate well-defined business requirements into precise, scalable technical solutions.
• Strong attention to detail, with a disciplined approach to testing, documentation, and change management.
• Comfortable making decisions based on facts, data, and risk assessment rather than speed or pressure.
• Able to work independently with minimal oversight while adhering to established standards and processes.

Communication & Collaboration

• Strong written communication skills, with the ability to clearly document system logic, configurations, and changes.
• Capable of explaining technical concepts to non-technical users clearly and precisely, without oversimplification.
• Professional, measured communicator who relies on expertise and accuracy rather than persuasion.

Industry Knowledge

• Experience in financial services, wealth management, or fintech environments preferred.
• Familiarity with compliance-driven workflows and data sensitivity is a plus.