Role Overview

The Platform Operations Associate (Salesforce Administrator) will own operational support for the Mariner’s current Compass Salesforce org and any upcoming orgs as designated with the firm strategy, managing user requests, troubleshooting issues, and delivering reporting and light automation enhancements. This individual will act as the front line for Salesforce cases and ensure that the system continues to meet business needs effectively and efficiently.  This is a highly internal-facing role, working directly with business teams to resolve access, reporting, and system issues.

Key Responsibilities User Support & Case Management

• Manage and resolve Platform cases (permissions, access, profile/role updates, troubleshooting)
• Provide timely resolution to reporting and dashboard issues
• Serve as a point of contact for Platform user support

Reporting & Analytics

• Build and maintain reports and dashboards
• Ensure reporting requests are scoped appropriately and align to business needs
• Maintain reporting consistency and data accuracy

Automation & Enhancements

• Develop and maintain Flows, validation rules, and light system enhancements
• Support incremental improvements driven by business requests
• Assist with testing and deployment activities

Data Quality & Governance

• Monitor and improve data hygiene within FSC
• Support validation improvements and standardization efforts

Integration & Technical Support

• Assist in troubleshooting integration-related issues
• Coordinate with vendors or technical teams as needed
• Support ongoing platform stability

What Success Looks Like in This Role

• Platform cases are resolved efficiently and consistently
• Users experience minimal friction in accessing and using Salesforce
• Reporting is accurate, reliable, and trusted
• Platform enhancements are implemented cleanly and with minimal rework
• Data quality steadily improves over time

Qualifications

• Salesforce Administrator Certification preferred, or willing to obtain within 60 days of onboarding
• 1–4+ years of Salesforce administration experience (Financial Services Cloud experience a plus)
• Experience with:
  • User setup & permission management
  • Reports & dashboards
  • Flows and validation rules
  • Basic troubleshooting and issue resolution
• Strong organizational and case management skills
• Ability to communicate clearly with non-technical stakeholders

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EOE M/F/D/V

Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at www.mariner.com. Mariner is committed to, and maintains, a drug-free workplace. For further information, click here.
Our culture of belonging is our most valuable asset and what makes growth and innovation possible. Your unique abilities are a vital part of what makes us Mariner and we are committed to accelerating your access to excellence.