Job Description

The Business Systems Administrator is responsible for administering, optimizing, and supporting the organization's core business platforms, with primary responsibility being Salesforce Financial Services Cloud (FSC), Orion Advisor Solutions, and other systems as assigned. Salesforce and Orion are foundational applications with Salesforce being our Customer Relationship Management platform that we leverage for client data as well as key business functions and workflows. Orion Advisor Solutions serving as our Investment Platform. We have multiple core processes developed around these systems and this role is instrumental in maintaining the health of the systems. This role collaborates with Senior Business Systems Analysts and business units to interpret requirements, deploy system fixes, and maintain reliable, efficient, and scalable business systems. The Administrator will respond to phone and email requests and track requests in a Service Management system based on established best practices.


Job Responsibilities:

• Administer, configure, and support Salesforce Financial Services Cloud (FSC) and Orion Advisor Solutions, including user management, permissions, workflows/flows, Action Plans, layouts, and data updates.
• Respond to business-system requests via tickets in a timely and customer-focused manner, ensuring a high-quality support experience.
• Monitor system performance and data quality across Salesforce, Orion, and other business applications; identify trends and recommend improvements.
• Maintain system security through proper role management, permission reviews, and adherence to Role Based Security.
• Support integrations between Salesforce and systems such as Orion, Box, and internal tools.
• Assist with onboarding activities by provisioning users, assigning licenses, and providing initial system orientation for Salesforce and supported platforms.
• Review Salesforce release notes, test new features, and help prepare the organization for upcoming changes and enhancements.
• Support data migration efforts as part of Merge and Acquisition projects.
• Maintain documentation of system configurations, data processes, workflows, and administrative procedures.
• Provide daily administration and support across business applications as needed, collaborating with IT and business teams to ensure operational continuity.

• Salesforce Financial Services Cloud (FSC)
• Orion Advisor Solutions
• Box file sharing
• Analytical and troubleshooting skills
• Excellent communication skills
• Adaptable, able to multitask, and creative problem-solving
• Ability to work effectively in cross-functional teams
• Zoom conferencing and phone systems (or similar)

• Bachelor's degree in Computer Science, IT, Business, or related field (preferred)

• 0-3 years in a technical role

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