Description

About this role

About Aperio:

At Aperio (part of BlackRock), our strategies are designed to put our clients’ and their clients’ interests at the center of our investment advice; to minimize costs and taxes; and to incorporate each client’s unique environmental, social, and governance (ESG) preferences. We are a purposefully growing quantitative/index-tracking investment management business specializing in managing customized equity portfolios tax efficiently.

At Aperio, we work hard and move quickly as a well-coordinated, collaborative team whose exceptional people are focused on providing extraordinary client service. If you are looking for an opportunity to grow and contribute in a fun, industry-disruptive, fast-paced environment, Aperio is the place for you.

About this Role:

We are looking for an experienced Senior Salesforce Administrator to join our team at Aperio by BlackRock. As an Senior Salesforce Administrator, you will be responsible for the day-to-day administration, configuration, and support of the Salesforce platform in a multi-org environment. You are expected to work closely with cross functional stakeholders to identify business needs and provide configuration solutions using Salesforce features and functionalities. To be successful in this role, you need to have a passion in building solutions leveraging the Salesforce platform and be hands on with declarative tools, specifically flows, process builders, custom app setup, user setup, and managed package apps

Key responsibilities

• All aspects of user and license management including new user setup/deactivation, roles, profiles, permissions, public groups, OWD, sharing rules
• Salesforce configuration changes, including (but not limited to): Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards, and reports
• Design, develop, document, test and modify on-going customization and adjustments to Salesforce platform
• Build custom apps and objects, formula fields, flows, custom views, and other content of intermediate complexity
• Understanding of basic triggers/Apex code knowledge
• Support Sandbox environment management with adaptability to operate in DevOps/release management setup
• Experience and ability to operate in a fast-paced operating environment with experience supporting multi-org Salesforce setup
• Collaborate with Product Managers and business stakeholders to understand requirements, translating into best practice, scalable solutions with a focus on exceptional user experience
• Identify unused or underutilized platform features for periodic clean-ups
• Data management to improve Salesforce data quality, implementing rules and automation as needed
• Proactive system maintenance including Security Reviews, Release Updates, Health Check, and Optimizer
• Action on User support tickets
• Monitor and improve user adoption
• New user and ongoing user training, technical documentation
• Administer and support installed AppExchange applications

Qualifications

• Bachelor’s/Postgraduate degree, or professional qualification
• Certified Salesforce Administrator & Advanced Administrator
• 5+ years of experience in Senior Administration or Salesforce consulting with an emphasis on optimizing business processes
• 3+ years of experience with Sales, Service or Financial Services Cloud
• 3+ years of experience with Salesforce Lightning configuration & Flows
• Strong written and verbal communication skills, with an emphasis in the ability to clearly flow chart processes and data flow
• Creative and critical thinking, problem-solving, planning, prioritization, teamwork, and organizational skills
• Certified Platform App Builder (+)
• Experience with core app exchange apps like email to case premium, riva, rollup helper, grid buddy, conga, DocuSign CLM (+)
• Experience working with / in financial services (+)

For New York City and California only the salary range for this position is $161,500 – $200,000. Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock’s current hybrid work model is designed to enable in-person connections and collaboration that is core to our culture, while supporting increased flexibility for all employees. In line with local health guidance and regulations, employees are required to work at least 3 days in the office each week, with the flexibility to work from home up to 2 days a week. Some business groups may require more time in the office due to their roles and responsibilities. The health, safety and well-being of our people will always be our top priorities; we will continue to monitor local conditions and health advisories in making decisions about our work environments.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.