Salesforce Administrator

At Capital Investment Advisors (CIA), we strive to help the families we serve reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives.  

Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable. 

Salesforce Administrator
We are seeking a detail-oriented and proactive Salesforce Administrator to join our technology team, reporting directly to the Director of Salesforce. This role will be instrumental in supporting and enhancing our Salesforce Financial Services Cloud platform, which serves as the backbone of our client relationship management and business operations. The ideal candidate will have hands-on experience with Salesforce administration, a strong problem-solving mindset, and the ability to translate business requirements into technical solutions.

Core Responsibilities:

• Closely collaborate with the Director of Salesforce to maintain and optimize our Salesforce Financial Services Cloud environment
• Manage user accounts, profiles, roles, permission sets, and security settings
• Provide timely user support for Salesforce-related issues and questions
• Resolve user support requests using Salesforce best practices
• Partner with business users to understand business challenges and propose technology solutions
• Design, build, and maintain Flows to automate business processes
• Use AI-coding tools to deliver more customized solutions
• Support integrations with Box, FormAssembly, HubSpot, Black Diamond, Calendly, and other business applications
• Use search engines and AI tools to answer questions, increase efficiencies, and learn new skills
• Demo new features and bug fixes to non-technical users
• Build training material and deliver training to CIA’s Salesforce users as needed
• Create and maintain organized documentation for all processes and features
• Collaborate on a growing agile team that will soon support a Snowflake data warehouse and several AI initiatives
• Maintain an innovation mindset and a willingness to learn new technical skills both in and beyond the Salesforce platform

• 2+ years of hands-on Salesforce administration experience
• Proficiency with Flow Builder and process automation
• Proficiency with AI tools (experience Vibe Coding is a plus)
• Basic Apex and Lightning Web Component knowledge is a plus
• Experience with Financial Service Cloud and/or Person Accounts preferred
• Experience with data management tools (Data Loader, Excel, CSV manipulation)
• Basic understanding of SOQL for reporting and list views
• Familiarity with integration concepts and APIs
• Experience with agile project management methodologies
• Familiarity with UX/UI concepts and how to optimize the Salesforce UX
• Salesforce Certifications are a plus (Certified Admin or Platform App Builder preferred)
• Excellent problem-solving and analytical abilities
• Strong verbal & written technical communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Self-motivated with ability to work independently and as part of a team
• Committed to a culture of compliance
• Exhibits the Capital Investment Advisors five core values in everything they do 

Capital Investment Advisors would like to thank all applicants, however, only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally-recognized protected basis under federal, state, or local law.