Associate, Platform Management - Salesforce

Description
Role Overview

The Platform Operations Associate (Salesforce Administrator) will own operational support for the Mariner’s current Compass Salesforce org and any upcoming orgs as designated with the firm strategy, managing user requests, troubleshooting issues, and delivering reporting and light automation enhancements. This individual will act as the front line for Salesforce cases and ensure that the system continues to meet business needs effectively and efficiently.  This is a highly internal-facing role, working directly with business teams to resolve access, reporting, and system issues.

Key Responsibilities User Support & Case Management

• Manage and resolve Platform cases (permissions, access, profile/role updates, troubleshooting)
• Provide timely resolution to reporting and dashboard issues
• Serve as a point of contact for Platform user support

Reporting & Analytics

• Build and maintain reports and dashboards
• Ensure reporting requests are scoped appropriately and align to business needs
• Maintain reporting consistency and data accuracy

Automation & Enhancements

• Develop and maintain Flows, validation rules, and light system enhancements
• Support incremental improvements driven by business requests
• Assist with testing and deployment activities

Data Quality & Governance

• Monitor and improve data hygiene within FSC
• Support validation improvements and standardization efforts

Integration & Technical Support

• Assist in troubleshooting integration-related issues
• Coordinate with vendors or technical teams as needed
• Support ongoing platform stability

What Success Looks Like in This Role

• Platform cases are resolved efficiently and consistently
• Users experience minimal friction in accessing and using Salesforce
• Reporting is accurate, reliable, and trusted
• Platform enhancements are implemented cleanly and with minimal rework
• Data quality steadily improves over time

Qualifications

• Salesforce Administrator Certification preferred, or willing to obtain within 60 days of onboarding
• 1–4+ years of Salesforce administration experience (Financial Services Cloud experience a plus)
• Experience with:
  • User setup & permission management
  • Reports & dashboards
  • Flows and validation rules
  • Basic troubleshooting and issue resolution
• Strong organizational and case management skills
• Ability to communicate clearly with non-technical stakeholders

#LI-JS1

#LI-REMOTE

EOE M/F/D/V