Salesforce Business Admin

Job Locations
US-CA-San Francisco
Information Services


At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued here.


Incredible teams doing exceptional work, every day

Eagle Lending is responsible for debt refinancing, professional loan programs, home equity lines of credit and small business loans. We provide high-touch service and customized products designed around our client’s needs. From refinancing your debt to buying your first home, our team is leading the way for innovation at First Republic.


About the Role:

This role is part Salesforce administrator and part business analyst. The person in this role will be responsible for maintaining and driving enhancements to our Salesforce platform including: user support and training, user management, configuration, documentation, identifying and troubleshooting issues, resolving system defects and building advanced reports and dashboards. This role will work with cross-functional teams administer and configure the features and functionality behind Salesforce Financial Services Cloud. This is an opportunity for you to be the resident Salesforce SME and focus on maximizing system efficiencies to drive benefits of Salesforce relative to the needs of the business.


What you’ll do as a Salesforce Business Admin:

  • Serve as primary system administrator for the environment
  • Handle all basic administrative functions including user account maintenance, reports and dashboards, workflows and other routine tasks
  • Support with regular internal system audits and prepare for platform upgrades
  • Coordinate the evaluation, scope and completion of new development requests
  • Work with the broader enterprise team to establish suitable processes to support administrative, development, and change management activities
  • Assist in training of new users, and grow the skill set across the team
  • Effectively act as the liaison between our users, vendors and the application development teams
  • Ability to work directly with various internal users to gather and understand business requirements along with their related processes, and assist in building workable solutions on the platform
  • Leading ongoing reviews of business processes and developing optimization strategies
  • Conducting meetings and presentations to share ideas and findings
  • Performing requirements analysis, documenting and communicating the results of your efforts
  • Effectively communicating your insights and plans to cross-functional team members and management
  • Gathering critical information from meetings with various stakeholders and producing useful reports


What skills you will use:

  • 5+ years of experience working with in a configuration/administration capacity
  • Salesforce Admin and/or Salesforce Business Analyst certified
  • Experience working with Sales Cloud & SFDC Lightning framework is preferred;
  • Experience with third party integrations such as SpringCM, Docusign and Jira preferred
  • Experience managing end user support and new feature implementation for the org
  • Strong understanding of the platform, with the ability to build custom apps and objects, formula fields, workflows, custom views, and other content of intermediate complexity
  • Strong understanding of best practices and functionality
  • Strong data management abilities and passion for building actionable reports
  • Previous experience working in a SCRUM or agile environment preferred
  • Competency in Microsoft applications including Visio, Word, Excel, and Outlook.
  • Experience managing and implementing advanced configurations such as custom objects, fields, formulas, validation rules, and workflow rules.
  • Ability to learn new skills quickly and be flexible and willing to take on new job tasks as they arise


  • Experience with Service Cloud is a plus
  • VisualForce/APEX development experience is a plus
  • Proven ability to design and implement new processes and facilitate user adoption.

Job Demands:

  • Must be able to review and analyze data reports and manuals; must be computer proficient.
  • Must be able to communicate effectively via telephone and in person.

Own your work and your career — apply now

Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career?  If so, then come join us.


We want hard working team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability — that’s the First Republic way.


First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.


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