Systems Architect, Customer Operations
Altruist
About Altruist
Altruist is a fast growing fintech company that's transforming the financial advice industry. Our mission is to make financial advice better, more affordable, and accessible to everyone. We’re a modern custodian built exclusively for registered investment advisors (RIAs). As we disrupt legacy custodians and revolutionize the $100T RIA market, we're seeking exceptional individuals to join our team. If you embody our core values of kindness, brilliance, and grit, and are passionate about making a meaningful impact, we want to hear from you!
About the position
Altruist is entering an exciting phase, and we're looking for a Systems Architect to join our Customer Operations Team.
What you’ll do
- Own all aspects of our Salesforce instance by acting as the principal architect and primary administrator
- Implement best-practice deployment procedures to increase data, permissions, and automation accuracy
- Work closely with team members to ensure day-to-day system operations are covered and executed at a high caliber
- Help design and execute data model implementations; conduct data migrations
- Refine and optimize the customer experience by implementing revisions to our community site, in-app widgets, telephony system, and other channels
- Build technical documentation to map and define our data model, integrations, automation, and other system components
- Help maintain and optimize Salesforce integrations to ensure data flows are accurate and timely for business needs
- Implement innovative solutions and power continuous improvement to drive operational excellence across Sales, CS, and Operations
- Proficiently capture and strategically manage all business-critical data, facilitating streamlined extraction of insights for enhanced business decision-making and superior outcomes.
- Build and maintain reporting and dashboards
- Ensure Salesforce is secure and compliant at all times
- Bring creative solutions to a broad range of operational challenges
- Embody the core values of Altruist and our mission
What you’ll bring
- 10+ years as a Salesforce administrator; 5+ years as the primary administrator and architect; Certified Salesforce Administrator
- 5+ years administrating a Service Cloud instance
- Experience administrating Service Cloud Voice via Amazon Connect
- Experience manipulating and migrating large-scale datasets
- Expert Excel skills (formulas and pivot tables)
- Proven track record of working with systems to measurably increase team productivity and/or customer outcomes
- Comfortable working through ambiguity to provide effective solutions in a fast-paced, hyper-growth environment
- Demonstrated commitment to proactively improve and refine system, data management, and reporting skills.
- Team player attitude; low ego; able and willing to pivot quickly and wear multiple hats
Benefits
- Competitive salary and stock options
- Premium Healthcare, Dental, and Vision insurance plans
- Generous paid parental leave
- 401(k) savings plan with matching contributions
- Flexible paid time off
Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs). A salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.