iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services, approximately $232 billion in global client assets invested in 1,907 funds, as of April 2025.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking for a motivated, detail-oriented Salesforce Administrator to help scale and optimize our Salesforce platform. This individual will be hands-on with user management, process automation, data quality, and stakeholder support. The ideal candidate will take ownership of their work, expand their skill set, and play a key role in shaping how we use Salesforce to drive business outcomes. This role will work cross-functionally to gather feedback, solve technical issues, and design user-centric solutions while developing expertise in an agile, entrepreneurial firm.
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Responsibilities
- Support daily Salesforce operations, including user requests, ticket resolution, and stakeholder communication.
- Assist in the design and enhancement of the Salesforce architecture to support evolving business needs.
- Gather and translate business requirements into scalable, user-friendly solutions.
- Configure standard Salesforce tools like flows, approval processes, reports and dashboards.
- Manage user and license administration such as setup and deactivation, roles, profiles, permission sets, and sharing rules.
- Maintain and manage sandbox environments for testing and deployment.
- Collaborate with teams using integrated platforms.
- Monitor Salesforce releases and recommend relevant platform improvements.
- Communicate platform updates and provide user training as needed.
Qualifications
- 5+ years of hands-on Salesforce Admin experience
- Salesforce Administrator certification is required
- Salesforce Advanced Administrator certification is a plus
- Experience with Salesforce Data Cloud, Agentforce, or integrated platforms such as HubSpot, Cvent, or Tableau is strongly preferred
- Bachelor’s degree or equivalent experience in a related field
- Excellent communication skills and able to explain technical concepts clearly to non-technical stakeholders
- Attention to detail and a proactive mindset
- Able to document processes and contribute to internal knowledge management
- Comfortable working independently while collaborating across teams
Benefits
The base salary range for this role is $120,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.