Salesforce Administrator Data Analyst
IT / Computer Engineering
Full Time
Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Senior Salesforce Administrator Analyst to work in Merrimack, NH or Covington, KY!
The Role
We are seeking a highly skilled Systems Analyst with hands-on Salesforce Administrator experience and a strong foundation in data analytics. This role partners closely with business stakeholders to understand strategic and operational needs, translate those needs into clear system and data requirements, and deliver scalable, user-focused CRM solutions. Passionate about the strategic use of data to drive business results. The ideal candidate thrives in a fast-paced, agile environment and brings a customer-centric mindset to every decision.
Your work will support the client and associate experience for Fidelity’s Workplace Investing business. Workplace Investing (WI) helps millions of people save and invest through workplace savings plans. WI builds lifetime relationships with customers and provides employers with cost-effective, integrated employee benefit solutions. The company serves customers online and over the phone. WI business constitutes of four different product lines Defined Contribution (DC), Defined Benefits (DB), Health & Welfare (HW) and Stock plan services (SPS).
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
Salesforce administrator data analyst
The Role
We are seeking a highly skilled Systems Analyst with hands-on Salesforce Administrator experience and a strong foundation in data analytics. This role partners closely with business stakeholders to understand strategic and operational needs, translate those needs into clear system and data requirements, and deliver scalable, user-focused CRM solutions. Passionate about the strategic use of data to drive business results. The ideal candidate thrives in a fast-paced, agile environment and brings a customer-centric mindset to every decision.
The Expertise and Skills You Bring
- Bachelor’s or equivalent.
- Salesforce.com Administrator certification desired.
- 2+ years of application or production support experience.
- 3+ years of relevant experience applying systems analysis methodologies, including requirements definition, data analysis, and data mapping.
- Proven ability to partner with business and technology teams to analyze problems and design scalable, sustainable solutions.
- Strong passion for leveraging data strategically to drive business outcomes.
- Salesforce Expertise
- Hands-on experience administering Salesforce using declarative tools.
- End-to-end ownership of Salesforce data hygiene, including quality, and governance.
- Experience significantly contributing to large-scale Salesforce data hygiene initiatives.
- Advocate and champion for Salesforce data management best practices.
- Data Analytics & Data Management
- Strong data analytics background with experience analyzing large datasets.
- Deep curiosity and capability to follow data flows and understand complex data relationships.
- Ability to communicate analytical findings clearly and provide actionable, data-driven recommendations.
- Data quality expertise, including identifying issues and designing solutions using Salesforce features such as duplicate rules, matching rules, validation rules, and automation.
- Data governance experience, partnering with business and technology leadership to define data ownership, stewardship, and governance models.
- Development and implementation of Salesforce data hygiene metrics and standards.
- Root cause analysis skills to identify behavioral, process, system, or integration drivers of poor data quality and recommend improvements to business processes.
- Systems-thinking approach to assess integrations and upstream/downstream impacts.
- Familiarity with enterprise data ecosystems and tools such as ETL processes, data lakes/warehouses, and analytics platforms (e.g., Power BI).
- Experience exporting, cleansing, and re-importing Salesforce data using SOQL, Salesforce Data Loader (or similar tools), and Microsoft Excel (e.g., PivotTables, Conditional Formatting, VLOOKUP).
- Technical Skills
- Strong understanding of relational database concepts and data modeling.
- Experience with Snowflake or similar cloud data platforms.
- Experience working with large datasets, including structured and semi-structured data (e.g., JSON files).
- Proficiency in Microsoft Excel for data analysis and validation.
- Communication & Collaboration
- Excellent written and verbal communication skills with a strong emphasis on active listening.
- Ability to create clear, thorough documentation, including solution designs, knowledge base articles, and step-by-step user guides.
- Comfortable collaborating with business users, technology partners, and leadership.
- Organization & Prioritization
- Strong ability to multitask in a fast-paced, agile environment.
- Proven ability to prioritize work based on business impact, urgency, and SLAs.
- Track record of delivering results while maintaining positive working relationships.
- Demonstrated initiative, intellectual curiosity, and a continuous learning mindset.
The Team
Your work will support the client and associate experience for Fidelity’s Workplace Investing business. Workplace Investing (WI) helps millions of people save and invest through workplace savings plans. WI builds lifetime relationships with customers and provides employers with cost-effective, integrated employee benefit solutions. The company serves customers online and over the phone. WI business constitutes of four different product lines Defined Contribution (DC), Defined Benefits (DB), Health & Welfare (HW) and Stock plan services (SPS).Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.