Salesforce Administrator

Job Summary

Key Deliverables and Responsibilities

About Us:

At Cambridge, we are committed to helping advisors build thriving businesses and deliver meaningful outcomes to their clients. You’ll join a culture rooted in kindness, collaboration, and continual growth—where your work directly contributes to the success of independent financial professionals nationwide. Cambridge is more than a financial solutions firm. It’s a place where your career and passion intersect. Realize your potential, make a positive impact, and discover your Something Wonderful!

Job Overview:

The Salesforce Administrator will manage Salesforce configuration, data integrity, Experience Cloud sites, and Copado-based DevOps processes across all environments (Dev, QA/UAT, Sandbox, Production) while ensuring compliance with security policies.

Job Description

What You’ll Do:

Salesforce System Administration

• Customize Salesforce features such as objects, fields, validation rules, profiles, roles, and permissions.
• Execute daily admin operations: manage users, permissions, licenses, and troubleshoot issues.
• Communicate system updates, coach users, and drive adoption of new functionalities.

Copado \& DevOps Administration

• Maintain and administer Copado within the Salesforce org, managing user access, deployment pipelines, and automation.
• Oversee multi-environment deployment pipelines (Dev → QA/UAT → Prod) and integrate with Git version control.
• Collaborate with developers and business analysts for release planning and execution.
• Establish, document, and enforce Change \& Configuration Management standards.

Data Management \& Integration

• Conduct data operations using Salesforce utilities (Workbench, Data Loader).
• Ensure data integrity and quality across Salesforce objects.
• Manage OwnBackup processes for sandbox seeding, backups, and data recovery.
• Monitor and address integration errors or exceptions.

Experience Cloud Administration

• Configure and maintain Experience Cloud sites and communities.
• Manage user access, permissions, and sharing settings for external users.
• Ensure branding, navigation, and functionality align with business requirements.
• Troubleshoot Experience Cloud issues and optimize performance.

What We Are Looking For

• 3\+ years in Salesforce Admin/DevOps roles.
• 3\+ years of Copado administration and DevOps experience.
• Experience with development using Lightning Web Components (LWC), Apex, or Flow.
• Experience with Salesforce Data Management and Experience Cloud configuration.
• Hands-on with OwnBackup, Workbench, Data Loader, and basic Apex understanding.
• Familiarity with Git version control and branching models.
• Strong communication, documentation, training, and mentoring abilities.

Preferred Qualifications

• Salesforce Administrator Certification (ADM‑201) strongly recommended.
• Copado Certified Administrator or Consultant credentials preferred.

Location:

Phoenix, AZ or Fairfield, IA – Hybrid in-office 3 days/week

Salary Range:

$85,000 - 95,000/year

Why Cambridge?

Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.

• Premium benefit package including medical, vision, dental, life and long-term disability insurance
• Vacation/sick time
• 401K retirement plan with company matching program
• Eleven paid holidays

You can find more details about our comprehensive benefits package here.

Company Overview

At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.

Cambridge is an internally controlled, growth-focused independent broker-dealer, ranked among the largest and fastest-growing firms in the industry. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.

Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products.

For further information about Cambridge, please visit https://www.joincambridge.com/