Salesforce Admin/ Consultant (REMOTE) at Practifi

Professional Services, Full-time, Sydney, NSW sydney remote sales full-time
Posted 4 days ago

Practifi is the single, unified workspace for every role in an advisory firm. We're the operating system for teams who support complex clients at scale. We are a global SaaS WealthTech scale-up with offices in Chicago, USA and Sydney, Australia, powering growing financial advice firms around the world.  

We are currently looking for a Salesforce Admin/ Consultant to join our established and growing Professional Services Team in Sydney. Our Professional Services team combines project management, business analysis, quality assurance and development specialists, and this team’s pure mission is to support our clients to meet their specific needs. They enable greater production utilisation, driving up satisfaction and ensuring longevity.

Working in an Agile-based project environment, this role will be accountable for the design and development of custom solutions across all clients. This is a global role and will require the ability to work on  multiple concurrent engagements. The work will vary from minor enhancements and complex defect rectification to the creation of entirely custom developed functionality. This role is critical to enabling system adoption and ultimately, client satisfaction. 

What you'll do:

  • Provide solution design and configuration for client needs.
  • Communicate objectives, risks, issues, and overall status to clients as well as internal stakeholders
  • Plan and lead professional services scoping activity with clients and produce proposals, levels of effort, statements of work and work orders.
  • Implement solutions to leverage the OTB platform features on offer by Salesforce and other listed Applications in the AppExchange and ecosystem to successfully meet client needs.
  • Be recognised by your clients as a trusted advisor in product development, deployment, and design decisions
  • About you:

  • A thorough understanding of the Salesforce platform with demonstrated experience in providing recommendations on platform tools and apps
  • Hold Salesforce certifications and continuously takes self-guided learning on Trailhead
  • Technical and/or business knowledge developed through previous industry experience
  • Highly flexible and adaptable to change
  • Able to work in a fast-paced environment
  • A genuine desire to drive client satisfaction
  • Nice to haves:

  • Experience using tools such as JIRA, Asana, Confluence, Zendesk etc
  • Previous experience in the Financial Advice/ RIA industry
  • Attainment of Apex Specialist, Advanced Apex Specialist, Product Automation Specialist, App Customization Specialist, Process Automation Specialist, Lightning Web Components Specialist and Security Specialist Trailhead Superbadges
  • Benefits

  • Flexible work environment/ remote first culture
  • Generous parental leave
  • 3 'Practifi' days per year, in addition to standard annual leave
  • Yearly Learning & Development budget
  • Collaborate with the team and clients in North America
  • Practifi is a fun, and hugely dynamic environment with an awesome culture and a fast pace. If you’re ready to push hard into the next big phase of your career on the Salesforce platform, talk to us!  

    This is a permanent, full-time position based in Practifi’s Chicago, Illinois office.  

    Our success depends on a strong commitment to diversity, equity and inclusion. We encourage applicants from all backgrounds. Practifi is an equal opportunity employer, and does not discriminate against any applicant for employment due to age, color, sex, disability, national origin, race, religion, veteran status, or any other protected class.