Salesforce Platform Manager

Posted 3 Days Ago
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Chicago, IL
Hybrid
Mid level
Fintech • News + Entertainment • Software • Financial Services
Our dream is simple: we want more people to find more success with a better trading experience.
The Role
As a Salesforce Platform Manager, you'll lead the Salesforce ecosystem's evolution, managing administration, product ownership, and strategic platform optimization to align business needs with technical solutions.
Summary Generated by Built In

Company: tastylive, Inc. 
Role: Salesforce Platform Manager 

We are seeking an experienced Salesforce Platform Manager to lead the continued evolution of our Salesforce ecosystem. This role is ideal for seasoned Administrators who have an appetite to expand beyond technical implementation and apply their strategic product capabilities in a more autonomous position.  

As our primary Administrator, you'll have the unique opportunity to go beyond the traditional Admin role by owning the strategic vision and growth trajectory of our platform. This position empowers you to not only maintain technical system excellence, but to architect bold, scalable solutions that drive platform optimization and business value. You'll have the autonomy to align technical expertise with business strategy, maximizing our Salesforce investment while collaborating with teams across the organization. 

What you’ll do: 
Salesforce Administration 

  • Configure and maintain the Salesforce ecosystem including Service Cloud, Data Cloud, Marketing Cloud, and connected applications 
  • Manage user accounts, roles, profiles, permission sets, and security settings 
  • Develop and optimize workflows, flows, validation rules, and approval processes 
  • Create and maintain custom objects, fields, record types, and page layouts 
  • Monitor system health, performance, and data quality 
  • Provide technical support for users and troubleshoot system issues 
  • Execute regular system maintenance, updates, and release management 
  • Maintain a high-quality system for documentation of solutions, including architecture diagrams, data models, and technical specifications 

Product Ownership 

  • Oversee all aspects of the Salesforce platform, coordinating with cross-functional teams to ensure alignment 
  • Serve as the primary interface between the business and the Salesforce platform, translating business needs into technical solutions 
  • Own the complete project lifecycle – from taking a business problem to designing a solution based on technical expertise, building out the technical requirements, executing implementation, and maintaining comprehensive documentation. 
  • Develop and maintain a comprehensive Salesforce roadmap that supports business objectives and future growth 
  • Manage vendor relationships and third-party integrations 
  • Conduct platform demonstrations and collect user feedback to drive continuous improvement 
  • Evaluate and prioritize feature requests from various business units 

Who you are: 

  • 4+ years of Salesforce administration experience 
  • Salesforce Administrator certification (Advanced Administrator preferred) 
  • Experience with multiple Salesforce clouds (Sales/Service Cloud, Marketing Cloud, Data Cloud preferred) 
  • Experience with Salesforce configuration, including workflows, process builders, and flows 
  • Strong understanding of Salesforce security models and data architecture 
  • Experience gathering requirements and translating them into functional specifications 
  • Proven project management expertise with ability to manage competing priorities, deadlines, and processes 
  • Strong commercial acumen with understanding of how Salesforce impacts business outcomes 
  • Excellent collaboration skills with ability to work across different departments 
  • Strong communication skills and ability to explain technical concepts to non-technical stakeholders 

Team Perks:  

  • Performance Bonuses  
  • Stock Purchase Options  
  • Medical/Vision/Dental Benefits 
  • 401k Plan  
  • Continued Education Support  
  • 20 Paid Vacation Days (plus an additional paid vacation day the month of your birthday!)  
  • 10 Paid Sick Days  
  • Gym Membership Reimbursement  
  • Commuter Benefits  
  • Pet Insurance  
  • Wellness & Mental Health Programs  
  • Charitable Donation Matching  
  • Two Paid Volunteer Days Off  
  • Daily catered lunch when in the office  
  • Full kitchen with snacks and beverages  
  • In-building gym  
  • Shuttle to/from Metra  
  • Office located in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars 

Salary Range: $120,000 - $140,000 
The actual salary offered will be based on the candidate's level of experience and qualifications 

About Us:  
The tasty house of brands empowers individual traders differently. tastylive, founded in 2011, is an online financial media network, tastytrade (previously known as tastyworks) is a self-directed retail brokerage firm that launched in 2017, tasty Software Solutions and tastyfx, is a registered Forex broker-dealer.  

In 2021, London-based IG Group acquired tastylive, Inc. (previously known as tastytrade) and assigned it to lead business in North America. tastyfx is the fastest-growing forex broker in the US over the past few years. Changing the IG US name to tastyfx marks the next chapter, in aligning with the tasty brand family and offering a more forex-focused experience. This combined team has years of experience like institutional brokers, but also a passion for disrupting the entire trading industry.     

Our dream is simple: we want more people to find more success with a better trading experience. That’s why we’re investing heavily in the right people, technology, and media to make that happen in the US and across the globe.    

Location: Our office is in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars.  

tastytrade | tastylive | tastyfx | tastycrypto
1330 W Fulton Market, Chicago, IL 60607   

Top Skills

Data Cloud
Marketing Cloud
Process Builders
Salesforce
Service Cloud
Workflows

What the Team is Saying

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The Company
HQ: Chicago, IL
265 Employees
Hybrid Workplace
Year Founded: 2011

What We Do

That’s why we’re investing heavily in the right people, technology, and media to make that happen in the US and across the globe. 

The tasty house of brands empowers individual traders differently. tastylive, founded in 2011, is an online financial media network, tastytrade (previously known as tastyworks) is a self-directed retail brokerage firm that launched in 2017, tasty Software Solutions and tastyfx, is a registered Forex broker-dealer.

In 2021, London-based IG Group acquired tastylive, Inc. (previously known as tastytrade) and assigned it to lead business in North America. tastyfx is the fastest-growing forex broker in the US over the past few years. Changing the IG US name to tastyfx marks the next chapter, in aligning with the tasty brand family and offering a more forex-focused experience. This combined team has years of experience like institutional brokers, but also a passion for disrupting the entire trading industry.     

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tastytrade/ tastylive/ tastyfx/ tastycrypto Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We are located in the West Loop of Chicago with most teams working hybrid, though some employees enjoy coming in 5 days a week. We thrive off of our culture, and there is no better way to build that than to be in-person collaborating with peers!

Typical time on-site: 3 days a week
HQChicago, IL
Rich with restaurants and culture, Fulton Market, once a meatpacking district, now exists as one of the hottest neighborhoods for tech companies.

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