Salesforce Administrator

As our Salesforce Administrator, you’ll thrive in a role where clarity, structure, and precision matter—and where your work directly supports teams serving advisors every day. You’ll be trusted to own a critical system that helps us scale thoughtfully, with the space to focus deeply, solve real problems, and deliver reliable, well-built solutions. We value disciplined execution, collaboration, and continuous improvement, and you’ll partner with people who respect process and rely on your expertise to bring order and consistency to complexity.

If you’re motivated by ownership, accuracy, and making things work better over time, you’ll feel right at home.

We are seeking a Salesforce Administrator to manage, optimize, and enhance our Salesforce environment. This role is ideal for someone who combines technical expertise with a proactive, solution-oriented mindset. You’ll work closely with stakeholders across the organization to ensure our Salesforce instance supports key business objectives and delivers an exceptional user experience.

• Director of Revenue Operations

• This position is located in our Birmingham, AL office. We offer a hybrid schedule 3 days in-office, 2 days remote.
• Remote is available for specific situations.

• Maintain, configure, and enhance the Salesforce Financial Services Cloud (FSC) environment, including user roles, profiles, workflows, reports, dashboards, and permissions.
• Manage system integrations with other platforms and ensure data accuracy and integrity.
• Oversee data imports, exports, and migrations while maintaining data hygiene.

• Collaborate with technology leadership to understand and translate business needs into technical requirements and solutions.
• Develop and maintain scalable solutions to support complex wealth management and financial planning business processes.
• Proactively identify opportunities for system improvement and automation to push innovative solutions.
• Identify opportunities to utilize AI in RFG’s technology stack.

• Test and deploy from Sandbox environments such as creating and customizing objects, fields, validation rules, page layouts, and record types specific to the Financial Services Cloud.
• Build and maintain workflows via flows to support automation.
• Manage and deploy Salesforce App Exchange applications.

• Provide ongoing support and training to cross-functional teams, including Practice Development, to ensure they are well-informed and equipped to educate and update Advisor Teams effectively.
• Troubleshoot and resolve system issues promptly.

• Create and maintain advanced reports and dashboards tailored to the needs of financial services stakeholders.
• Provide actionable insights through data analysis to drive decision-making.

• Document system configurations, automation flows, processes, and training materials.
• Stay up-to-date on Salesforce releases and industry best practices to recommend enhancements.
• Zoho configuration

At RFG Advisory, we’re building the RIA of the Future—empowering growth-minded independent Advisors to scale their businesses without compromise. We remove friction so Advisors can focus on what matters most: building meaningful relationships and growing enterprise value.

Our culture is high energy, all-in, awesome. We show up with servant hearts and growth mindsets. We iterate to excellence, lead boldly, and commit to getting 1% better every day.

If you’re driven to build, ready to collaborate, and energized by possibility—you’ll fit right in.

• Competitive salary + bonus pool
• Generous PTO, paid holidays, and charitable service day
• Health, dental, and vision with RFG stipend; FSA/HSA options
• Lifestyle Spending Account
• 401(k) with Safe Harbor contribution
• Paid parental leave; STD/LTD; life insurance
• Surface Pro + home office setup
• Loads of RFG swag

• Education:
  
  Bachelor’s degree. Experience will be highly considered in place of formal degrees.
• Experience:
  
  5+ years of experience
• Certifications:
  
  FSC Superbadge and Salesforce Administrator Certification…