Associate, Platform Management - Salesforce

Job description

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 improvem...