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Jump - Advisor AI · 18 hours ago

Salesforce Admin (Contract)

Salt Lake City, UT

Full-time, Contract

Onsite

Mid Level

$100/hr - $150/hr

3+ years exp

Jump - Advisor AI is transforming how wealth management and financial professionals operate through its AI platform. They are seeking a skilled Contract Salesforce Administrator to manage and optimize their Salesforce environment, ensuring it supports growth and automation for their go-to-market teams.

Artificial Intelligence (AI)Financial ServicesFinTechGenerative AISaaSWealth Management

H1B Sponsor Likely

Responsibilities

Administer and maintain Salesforce environments, including user setup, roles, profiles, permissions, and security settings

Configure and customize Salesforce features such as objects, fields, page layouts, validation rules, flows, and reports

Build and maintain automations and data flows that support GTM and operational workflows

Troubleshoot issues, manage data integrity, and perform regular system audits

Design and maintain reports and dashboards for sales, operations, and leadership

Manage data imports, exports, and cleanup using tools like Data Loader

Partner with stakeholders to gather requirements and deliver scalable solutions

Provide user support, documentation, and light training as needed

Collaborate with internal teams and external vendors on Salesforce-related initiatives

Ensure best practices around performance, security, and compliance

Qualification

Salesforce AdministrationSalesforce Sales CloudSalesforce ConfigurationSalesforce AutomationSalesforce ReportingSalesforce Administrator CertificationProblem-solvingAttention to detailIndependent workCollaboration

Required

3+ years of experience as a Salesforce Administrator

Hands-on experience with Salesforce Sales Cloud (Service Cloud is a plus)

Strong understanding of Salesforce configuration, automation, and reporting

Experience supporting GTM or RevOps teams

Salesforce Administrator Certification (ADM 201) preferred

Strong problem-solving skills and attention to detail

Ability to work independently and deliver in a contract environment

Preferred

Deep experience with Flow Builder and advanced automation

Familiarity with Salesforce integrations and third-party apps

Experience in high-growth startups or scaling organizations

Additional Salesforce certifications

Company

Jump - Advisor AI

Trusted by enterprise and loved by advisors, Jump is the leading AI tool for wealth managers and financial advisors that automates notetaking, compliance, CRM updates, and much more

Founded in 2023

Salt Lake City, Utah, USA

51-200 employees

https://jump.ai

H1B Sponsorship

Jump - Advisor AI has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2021 (2)

Funding

Current Stage

Growth Stage

Total Funding

$29.17M

Key Investors

Battery VenturesSorenson Capital

2025-02-03Series A· $24.57M

2024-06-10Series Unknown· $4.6M

Leadership Team

Parker Ence

CEO & Cofounder

Tim Chaves

Co-founder / COO

Recent News

Pulse 2.0

Jump And Focus Financial Partners Team Up On AI Workflows To Boost Advisor Productivity

2026-01-23

Globe and Mail

AI note-taking tools can be a game changer for Canadian advisors

2026-01-22

Morningstar.com

Jump and Focus Financial Partners Launch Partnership to Elevate Advisor and Business Manager Productivity Through Power of AI

2026-01-22

Company data provided by crunchbase