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Jefferies

AVP- Salesforce Platform Administrator - IB Tech And CRM/ Analytics

Posted Yesterday
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In-Office
2 Locations
Senior level
In-Office
2 Locations
Senior level
Platform administrator responsible for configuration, security, release and environment management, credential lifecycle and certificate management, large-volume data operations, integration health, org monitoring, and cross-team coordination. Drives governance, documentation, upskilling, and seasonal release/security remediation across a heavily customized global Salesforce org.
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Job Summary: 

Platform administrator for a large-scale, heavily customized Salesforce org, config-driven frameworks, complex permission and sharing models. Owns platform configuration, stability, and operational health across a global engineering practice. Works at the intersection of admin, dev, and infrastructure - coordinating cross-team platform changes, managing credential lifecycles, and keeping production integrations healthy. Expect strong operational ownership, proactive communication across time zones, and the ability to manage high-volume platform requests with clarity and consistency


Key Responsibilities:
  • Platform Configuration: Permission sets/groups, sharing rules, role hierarchy, OWD, Named Credentials, Custom Metadata, framework configuration records, dynamic layouts, reports/dashboards.
  • Environment & Release Management: Sandbox strategy, refresh cycles, deployment validation, post-deployment verification.
  • Certificate Management & Cross-Team Coordination: SSL/TLS, OAuth, JWT, Named Credential rotations, connected app secrets. Track expirations, plan renewals. Central coordination point across admin, dev, infrastructure, and security teams for cross-cutting platform changes.
  • User & Access Management: Provisioning, deactivation, license management, SSO configuration, audit-ready access documentation. Drive platform adoption.
  • Data Management: Bulk data operations, migrations, deduplication, archival at scale. Data governance, hygiene, and classification compliance.
  • Release Impact & Security: Seasonal release impact assessment, critical updates, security remediations, platform hardening. Org health monitoring (storage, API limits, scheduled jobs).
  • Guide and upskill other admin team members. Evaluate emerging Salesforce capabilities for platform improvement. Contribute to configuration governance standards and platform roadmap discussions.
  • Documentation: Configuration notes, SOPs/runbooks, solution documentation for traceability and operational continuity.

Mandatory Qualifications & Skills:
  • Administered heavily customized Salesforce orgs in production. Proficient with declarative automation (flows, validation rules, approval processes, email alerts), Salesforce CLI, Metadata API, and sandbox management.
  • Deep working knowledge of Salesforce security model — profiles, permission sets/groups, sharing rules, OWD, FLS, role hierarchy, SSO, OAuth, Named Credentials.
  • Hands-on experience with certificate and credential lifecycle management — SSL/TLS, JWT, OAuth token renewals, connected app configurations.
  • Strong understanding of Salesforce out-of-the-box sharing principles, Apex managed sharing, and custom sharing reasons.
  • Experience with bulk API, data migration tooling, and large-volume production data operations, Platform events and Change Data Capture.
  • Proven experience in globally distributed teams with multi-time zone stakeholder coordination
  • Strong debugging instinct across config, automation, and integration layers.
  • Current knowledge of Salesforce seasonal releases, critical updates, and platform evolution — independently assesses impact, plans adoption, and executes remediations.
  • Good to have: Apex/LWC familiarity. Data enrichment/sync/market intelligence integrations. Marketing automation exposure, financial services experience, AWS Cloud Practitioner.

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About Us

Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.

At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.

Jefferies is an equal employment opportunity employer, and takes affirmative action to ensure that all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.

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