Posted 2 months ago

Data Salesforce Specialist | Remote

Job Description

We are currently seeking qualified candidates to join Beacon Pointe as a Salesforce Data Specialist.  The candidate will work as part of a team responsible for management of firm data on the Salesforce platform in alignment with business needs. The candidate will join a highly talented team of wealth management and client service professional responsible for delivering superior service to sophisticated, high net worth individuals and large complex institutions.



  • Partner with internal teams to execute data migration processes when onboarding new partner offices
  • Buildout and implementation of data migration templates to support business needs for data maintenance
  • Coordination of data import/export for security and data integrity, including periodic backups, user requested bulk updates, and data conversions in coordination with design changes
  • Contribute to projects delivering on a variety of Salesforce implementation, migration, and development efforts
  • Partner with internal teams to analyze current process and suggest improvements to capitalize on the full features of the Salesforce Platform
  • Provide support to suggest changes to internal business processes and assistance to the Operations team with regard to system and process documentation
  • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures


  • Strong data management & analysis skills
  • Bachelor’s degree in a technical field or equivalent experience required
  • 2+ Years’ experience of Salesforce experience
  • Salesforce Financial Services Cloud (FSC) experience preferred
  • Salesforce Certification(s) preferred
  • Experience with SCRUM development environment a plus
  • Excellent written, verbal, and interpersonal communication abilities


Interested Candidates: Please complete the brief assessment that is part of the application process. Once completed, please add your resume to complete your profile.

Salary Range: $85,000 – $100,000


About the Beacon Pointe Family of Companies

Beacon Pointe Advisors is a multi-billion-dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.

Job Features

Job CategoryClient Service & Operations

Apply Online