Job Summary
Key Deliverables and Responsibilities
About Us: At Cambridge, we are committed to helping advisors build thriving businesses and deliver meaningful outcomes to their clients. You’ll join a culture rooted in kindness, collaboration, and continual growth—where your work directly contributes to the success of independent financial professionals nationwide. Cambridge is more than a financial solutions firm. It’s a place where your career and passion intersect. Realize your potential, make a positive impact, and discover your Something Wonderful!
Job Overview: The Salesforce Administrator will manage Salesforce configuration, data integrity, Experience Cloud sites, and Copado-based DevOps processes across all environments (Dev, QA/UAT, Sandbox, Production) while ensuring compliance with security policies.
JOB DESCRIPTION:
What You’ll Do:
Salesforce System Administration
Customize Salesforce features such as objects, fields, validation rules, profiles, roles, and permissions.
Execute daily admin operations: manage users, permissions, licenses, and troubleshoot issues.
Communicate system updates, coach users, and drive adoption of new functionalities.
Copado & DevOps Administration
Maintain and administer Copado within the Salesforce org, managing user access, deployment pipelines, and automation.
Oversee multi-environment deployment pipelines (Dev → QA/UAT → Prod) and integrate with Git version control.
Collaborate with developers and business analysts for release planning and execution.
Establish, document, and enforce Change & Configuration Management standards.
Data Management & Integration
Conduct data operations using Salesforce utilities (Workbench, Data Loader).
Ensure data integrity and quality across Salesforce objects.
Manage OwnBackup processes for sandbox seeding, backups, and data recovery.
Monitor and address integration errors or exceptions.
Experience Cloud Administration
Configure and maintain Experience Cloud sites and communities.
Manage user access, permissions, and sharing settings for external users.
Ensure branding, navigation, and functionality align with business requirements.
Troubleshoot Experience Cloud issues and optimize performance.
What We Are Looking For
3+ years in Salesforce Admin/DevOps roles.
3+ years of Copado administration and DevOps experience.
Experience with development using Lightning Web Components (LWC), Apex, or Flow.
Experience with Salesforce Data Management and Experience Cloud configuration.
Hands-on with OwnBackup, Workbench, Data Loader, and basic Apex understanding.
Familiarity with Git version control and branching models.
Strong communication, documentation, training, and mentoring abilities.
Preferred Qualifications:
Salesforce Administrator Certification (ADM‑201) strongly recommended.
Copado Certified Administrator or Consultant credentials preferred.
Location: Phoenix, AZ or Fairfield, IA – Hybrid in-office 3 days/week
Salary Range: $85,000 - 95,000/year
Why Cambridge?
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
Premium benefit package including medical, vision, dental, life and long-term disability insurance
Vacation/sick time
401K retirement plan with company matching program
Eleven paid holidays
You can find more details about our comprehensive benefits package here.
Company Overview:
At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.
Cambridge is an internally controlled, growth-focused independent broker-dealer, ranked among the largest and fastest-growing firms in the industry. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.
Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products.
For further information about Cambridge, please visit https://www.joincambridge.com/