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Level Four Group

Our Team is growing, and we need you!

Come be a part of this disruption in the financial services marketplace!

By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.

We offer:

  • Casual Work Environment

  • Generous Paid Time Off

  • Flexible Work Schedule

  • Great Benefits

  • And More…

Come take your career path to the next level!

The Salesforce Administrator/Developer will build relationships and collaborate with business units, development teams, and other stakeholders to gather, analyze and prioritize requests. This individual will mainly support and maintain the firm’s Salesforce and Black Diamond systems. They will be proactive and forward-thinking with recommending enhancements or new processes that drive efficiency, scalability, and end user satisfaction.

Essential responsibilities and tasks of the

Salesforce Administrator/Developer

  • Primary role of core system management and hands-on subject matter expert of our enterprise Salesforce and Black Diamond solution

  • Maintain, configure, manage, and perform ongoing development of Level Four’s Salesforce platform

  • Assist in managing, prioritizing, escalating, and resolving internal support requests

  • Participate in the development and support of the Salesforce platform and related applications, including custom objects/fields, page layouts/views, workflows/processes, enterprise reporting across all stakeholders (executive, management, users), security (users, profiles, and roles), data integrity/management and other aspects of Salesforce administration

  • Collaborate across the organization for system releases by building awareness of new emerging functionality, applicability to business and support release by resolving any bug fixes that may arise, within Salesforce or related integrated tools

  • Improve and maintain data quality and integrity in Salesforce

  • Continuously maintain and evolve security in SF system aligning to existing and emerging security trends within Level Four

  • Maintain thorough knowledge of Salesforce and systems including best practices and processes having an impact on the usability of the application

  • Understand Level Four corporate products and corporate structure to help align the Salesforce platform to specific Level Four needs

  • Perform tasks related to ensuring the daily operations of Salesforce and other sales-related product suites, including user management, creating & maintaining custom objects and fields, enterprise reporting across all stakeholders (executive, management, users), handling bulk data migrations and maintenance of user experience including page layouts and workflow configuration

  • Collaborate with organizational leaders to align the Level Four platform to existing and new business needs

  • Identify and implement industry forwarding thinking and flexible Salesforce data model and reporting structures while also aligning to Level Four business needs

  • Create and maintain a formal end-to-end release life cycle from requirement gathering, development, release documentation, rollout, training and defect management

  • Build and maintain data model to ensure data integrity and data consistency across the Salesforce platform

  • Assist with API connectivity into and out of Salesforce linking solutions both internal and external to Level Four

  • Develop a strong external key management module within SF for all Level Four platforms helping to drive enterprise-wide data integrity initiatives

  • Special projects as directed by leadership and other duties and responsibilities as requested by leadership

  • Create and manage users, profiles, roles, and permission sets in Salesforce

  • Align Salesforce platform to new and emerging Level Four and industry products

  • Carries out responsibilities with minimal level of supervision for complex tasks and no supervision for more routine matters

  • Develop formal, proactive training on current and new releases

  • Proactive communication to field about system and related processes best practices

  • Additional duties as required

Qualities of a Successful Salesforce Administrator/Developer:

  • 3-5 years Salesforce experience

  • 1-3 years of Financial Tech experience with emphasis on wealth management and RIA

  • Experience creating and maintaining a formal release management program that includes end-to-end release life cycle from requirement gathering, development, release documentation, rollout, training, and defect management

  • APEX/Flow/Python experience

  • Knowledge of API development and API maintenance helping to connect external platforms to Salesforce

  • Experience writing basic and complex SQL queries

  • Proficient at creating and managing reporting across the spectrum of use cases from enterprise performance reporting, executive reporting, management reporting and end-user reporting

  • Skilled at constructing a data model that has data integrity and is clean, organized and standardized

  • Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upwards

  • Expert in solving challenging problems with solutions that align to corporate system and data integrity standards

  • Proactive and forward-thinking translating emerging business needs into useable Salesforce solutions

  • Skilled at collaborating across all levels of the organization

  • Organizational skills, technical skills and visualization skills

  • Strong work ethic, desire to learn and be challenged, self-driven, motivated, and a strong strategic thinker


  • API knowledge and experience

  • Mule Soft or equivalent API exchange experience.

  • Black Diamond and Salentica experience

  • Ability to design and implement new processes and facilitate user adoption

  • Knowledge of Financial Tech with an emphasis in Wealth Management/RIA operations

Preferred but not required

  • Experience working with Cloud based technology

  • Salesforce Administration Certification

  • Black Diamond experience

  • API knowledge and experience

  • Knowledge of Wealth Management/RIA operations

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