Mountain America Credit Union · 2 days ago
Salesforce Administrator
Mountain America Credit Union is seeking a Salesforce Administrator to manage and secure their Salesforce-based Wealth Management platform. This role involves ensuring compliance and adoption of key technologies while serving as a liaison between various teams and driving efficiency through technology solutions.
BankingFinancial ServicesMortgage
Responsibilities
Administer Salesforce platform: user provisioning, permissions, security/privacy groups, layouts, automation, reports/dashboards
Manage backups and disaster recovery, troubleshoot API-limit failures, and other on-going platform troubleshooting
Oversee mobile app deployment and Intune integration for secure user access
Maintain and monitor LPL → Salesforce and data automation feeds
Support LPL → MACU data warehouse pipeline
Monitor and remediate integration issues across platforms
Implement Salesforce security hardening and evaluate advanced security features
Manage LPL email journaling and compliance workflows
Ensure email signatures/disclosures append correctly; whitelist critical messages
Coordinate Intune deployments and mobile apps
Translate business requirements into scalable technical designs with clear acceptance criteria
Maintain a prioritized admin/integration backlog; communicate timelines, risks, and release notes
Serve as primary interface with LPL IT, MACU IT, Telephony, and Data teams
Own ticketing and equipment workflows for Wealth advisors
Provide Tier 1 and 2 technical triage for advisor tools and integrations
Drive adoption and training for solution rollouts
Build advisor dashboards and process automation in Salesforce
Develop training and adoption programs for wealth technology tools
Qualification
Required
Bachelor's degree in Information Technology, Computer Science, Business, or related field (or equivalent experience)
2+ years of technical experience (data, API, or compliance workflow related)
4+ years of direct Salesforce administration experience with progressive technical leadership
Strong knowledge of integrations, API monitoring, and compliance workflows
Advanced troubleshooting and problem-solving skills
Strong communication and liaison capabilities
Familiarity with security best practices and compliance standards
Ability to sit, talk and hear consistently
Close vision (clear vision at 20 inches or less)
Distance vision (clear vision at 20 feet or more)
Color vision (ability to identify and distinguish colors)
Ability to lift up to 10 pounds frequently and up to 25 pounds occasionally
Preferred
Preferred experience with other platforms and integrating them to Salesforce such as FMG (Salesforce synchronized marketing workflows), Coconut for appointment scheduling, Ring Central for integrated telephony features
Salesforce Administrator certification preferred
Company
Mountain America Credit Union
Mountain America Credit Union is a member-owned, full-service financial institution.
H1B Sponsorship
Mountain America Credit Union 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
2025 (1)
2024 (5)
2023 (3)
2022 (3)
2021 (1)
2020 (2)
Funding
Current Stage
Late StageLeadership Team
Recent News
2026-01-06
2025-12-24
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