Back to jobs

Salesforce Administrator

About The Role

Yieldstreet is looking for a highly capable Salesforce Administrator to capitalize on the benefits offered by the CRM platform. The role will be focused on taking administrative ownership of Salesforce and supporting both business and technical teams with day to day Salesforce needs.

In this role, you will be responsible for performing general declarative Salesforce administrative duties, assisting with the ongoing development of Yieldstreet’s instance, helping to deliver high-quality enhancements, and providing 1st tier support for business stakeholders across the company. You will work closely with the investments, investor relations, private client, operations, treasury and marketing teams who utilize this tool daily. The ideal candidate will be highly motivated, exceptionally organized, and an excellent communicator. They will also need to have strong salesforce technical skills with experience working in custom instances.

What you will do

  • Take over day-to-day administrative responsibilities for Salesforce, working with business stakeholders to develop and manage the Salesforce platform and integrated systems
  • Translate business requirements and objectives into solutions by utilizing Salesforce native declarative functionality
  • Work closely with Yieldstreet’s investments, investor relations, private client, operations, treasury and marketing teams to understand and build workflows and extend capabilities of Salesforce to support day to day operations of those teams
  • Identify problems, develop ideas and propose solutions with Salesforce best practices in mind
  • Responsible for user management and governance including onboarding, offboarding, profiles, roles, usage monitoring, etc. 
  • Manage and continue to build upon the existing custom objects, apps,  fields, validation logic and automation that exist in the YS Salesforce today 
  • Monitor data storage and backups 
  • Respond to ad hoc requests from business and technical stakeholders
  • Build and maintain reports and dashboards
  • Use data tools to extract, transform and load data as well as migrate data when necessary
  • Provide training, guidance, clarification, and feedback on technical solutions to team members less familiar with Salesforce

Must Have 

  • BS or above in a business or technology related field 
  • Strong (5+ years) experience with SFDC Administration and troubleshooting 
  • Strong experience working across multiple functional areas (operations, finance, marketing)
  • Strong experience with salesforce declarative automation tools (using Process builder and Flow)
  • Deep understanding of data migration processes and experience with Data loader and other data management tools
  • Strong analytical skills and ability to develops solution to problems independently and through facilitated team discussions
  • Comfort in working in a fast-paced environment with moving targets and changing priorities

Nice to Have 

  • Salesforce Administrator or Advanced Administrator Certified
  • Familiarity with salesforce custom development (Apex, VisualForce, SOQL, LWC, and Triggers)
  • Familiarity with modern front end web standards and frameworks (JS, HTML, CSS)
  • Familiarity with financial services, alternative investments or Fintech

About Yieldstreet

Yieldstreet is the leading private market investment platform. We believe that private market alternatives should be a fundamental part of your portfolio. That’s why we’re unlocking access to make it easier than ever to get started. We partner with top-tier investment managers to provide investors with a wide range of opportunities across real estate, venture capital, private equity, art, short term notes and more. All of our offerings are curated and vetted by our team to help investors diversify away from the stock market with confidence. 
 
Why Yieldstreet?

Join a team of diverse, smart, and friendly people from 8 different countries who speak a total of 17 different languages who are on a mission to make alternative investments a fundamental part of the modern portfolio. Our team is comprised of successful entrepreneurs with combined exits of over $1B. We get social with each other during happy hours, exercise classes and team off sites! We are a hybrid work company giving you the opportunity to connect with your peers in real time with the flexibility to work remotely a few days per week. 

What’s in it for you:
 
Competitive compensation packages including equity 
Health, dental & vision coverage with FSA/HSA options
Unlimited PTO 
401k Match 
Paid lunch once a week
Commuter benefit  
Life insurance
Sabbatical
Summer Fridays

Compensation:

  • HIRING SALARY RANGE: $100,000+ (Actual salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data.) Compensation package also includes generous, bonus, benefits and equity.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf


Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Yieldstreet’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.