Salesforce & Marketing Cloud Administrator

Raymond James Financial, Inc. • Boise, ID • 11h ago

Please note: This role is not eligible for immigration Work Visa sponsorship, either currently or in the future.

Position Overview

We are seeking a dynamic Salesforce & Marketing Cloud Administrator to optimize our CRM and marketing automation platforms. This role ensures seamless integration, data integrity, and compliance within a regulated financial services environment. You will collaborate cross-functionally to deliver personalized customer experiences, enhance operational efficiency, and support strategic marketing initiatives.

Key Responsibilities

Salesforce Administration

Configure and maintain Salesforce org, including custom objects, fields, workflows, validation rules, and page layouts.

Manage user roles, profiles, permissions, and security settings.

Develop and maintain reports and dashboards for actionable business insights.

Ensure data quality through regular audits and deduplication processes.

Implement automation using Flow and other declarative tools.

Collaborate with stakeholders to gather requirements and deliver scalable solutions.

Oversee Experience Cloud portals, ensuring optimal user experience and security.

Marketing Cloud Administration

Configure and maintain Marketing Cloud components including Email Studio, Journey Builder, Automation Studio, and Contact Builder.

Create and optimize email campaigns, journeys, and automations using Journey Builder and Automation Studio.

Build and optimize customer journeys, triggered sends, and audience segmentation strategies.

Ensure seamless integration between Salesforce CRM and Marketing Cloud.

Maintain data hygiene, synchronization, and compliance with financial data privacy regulations (DOL, ERISA, SEC, FINRA, GDPR).

Monitor Marketing Cloud performance, including campaign metrics, automations, and subscriber engagement.

Provide actionable insights to improve targeting and personalization.

Partner with legal and compliance teams to review and approve campaign content and data usage.

Ensure compliance with CAN-SPAM, GDPR, and other data privacy regulations.

Perform quality assurance checks, testing, and rendering validation before sending.

Compliance & Governance

Ensure adherence to industry regulations including ERISA, SEC, FINRA, and GDPR.

Maintain audit trails for all CRM and marketing activities.

Collaborate with compliance teams to implement secure data handling and encryption protocols.

Qualifications

Bachelor's degree in Marketing, Information Systems, or related field.

Salesforce Certified Administrator (required); Advanced Admin or Platform App Builder preferred.

Salesforce Marketing Cloud Email Specialist or Marketing Cloud Administrator certification strongly preferred.

3+ years of experience in Salesforce administration and Marketing Cloud in a regulated industry.

Proficiency in SQL, AMPscript, and HTML/CSS for email development.

Strong understanding of CRM data models, marketing automation, and customer lifecycle management.

Knowledge of email compliance and data governance best practices (CAN-SPAM, GDPR).

Excellent problem-solving skills and ability to manage multiple projects simultaneously.

Strong communication and collaboration skills to work cross-functionally with marketing, compliance, and IT teams.

Preferred Skills & Certifications

Salesforce Marketing Cloud Engagement Administrator.

Salesforce Marketing Cloud Email Specialist.

Salesforce Certified Data Architect (optional but beneficial).

Experience with Journey Builder personalization and Einstein AI features.

Project management experience (Agile or similar).

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