Job Description
Salesforce Administrator and Database Manager
As the Salesforce Administrator / Database Manager, you will be responsible for overseeing data quality across the firm's CRM platform, managing SQL-based data workflows, and generating insights that support strategic decisions. You will serve as the central point of coordination between investment, engineering, underwriting, and operations teams.
Your day-to-day responsibilities will include:
- Managing inbound data, from aggregation and formatting to final Salesforce upload
- Ensuring accuracy of attributes and pricing before activation
- Maintaining data integrity across custom Salesforce objects
- Reconciling discrepancies in coordination with internal teams
- Running Data Loader imports, replacements, and quality control checks
- Documenting and refining processes to ensure repeatability and compliance
- Collaborating with engineering and IT on backend optimizations
- Producing periodic reporting on data health and conversion metrics
- Assisting in user training and onboarding
- Designing and managing SQL infrastructure
Required Skills, Knowledge & Experience:
- Bachelor's degree in Finance, Business Analytics, Information Systems, or related field
- 3 5 years of Salesforce or CRM data operations experience (energy, royalties, or private equity preferred)
- 3 5 years of SQL database and data science experience
- Strong proficiency with Salesforce, Data Loader, Excel, and reconciliation tools
- Proficiency in Python scripting and automation
- Demonstrated ability to maintain high data accuracy in a fast-paced environment
- Salesforce Administrator certification is a plus
- Strong analytical skills, organization, and attention to detail
Why You Should Join:
This is an exceptional opportunity for a data-focused professional who wants to make a visible and meaningful impact. You will not be one of hundreds in a large corporate structure-you will be a key contributor in a lean, analytical, and execution-oriented environment where your work directly influences investment decisions and portfolio outcomes.
You'll thrive here if you want:
- A role with real ownership and influence
- The ability to work cross-functionally and build a deep understanding of the investment lifecycle
- A fast-paced environment where high standards and precision are valued
- A team that embraces accountability, collaboration, and smart decision-making
- Exposure to the private equity, energy, and royalty investment space
- The opportunity to grow your technical, analytical, and strategic capabilities
This is an excellent fit for someone who enjoys solving complex data challenges and wants to grow within a firm that rewards initiative and long-term commitment.
Benefits & Perks:
- Competitive salary based on experience and qualifications
- Company 401(k)
- Health, dental, vision, disability, and life insurance
- Paid time off: 4 weeks plus 9 company holidays
- Dependent care FSA
- Cell phone and gym reimbursement
- Annual bonus opportunities
To be considered, please send your resume to Taylor Doiron at the provided email address.
Job Tags
Full time,