Contract Salesforce Administrator
Job Description
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Jump is transforming how wealth management and financial professionals operate. Our AI platform automates workflows, enhances client communication, and integrates across the complex tool stacks used by RIAs, BDs, and FinServ teams. From tax workflows to investment communications to compliance-ready client summaries, Jump is redefining how advisory teams deliver service at scale.
We’re expanding rapidly across wealthtech, insurance, and broader financial services, and our GTM organization needs a technical operator who can build the systems, data flows, and automations behind that growth.
Jump is a small, high-leverage, talent-dense team headquartered in Utah with a distributed workforce. We move fast, solve hard problems, and care deeply about building AI systems that are secure, compliant, and immediately useful. We value clarity, ownership, and execution.
If you want to work at the intersection of AI, product, GTM systems, and internal tooling, this is a rare opportunity to help shape the foundation of a category-defining company.
About the Role
We’re looking for a skilled Contract Salesforce Administrator to support the ongoing management, optimization, and evolution of our Salesforce environment. This role is critical to enabling our go-to-market teams as we scale and requires someone who can operate independently, move quickly, and translate business needs into reliable, well-designed Salesforce solutions.
You’ll work closely with GTM, RevOps, and leadership to ensure Salesforce is configured to support growth, automation, and visibility across the business.
Responsibilities
- Administer and maintain Salesforce environments, including user setup, roles, profiles, permissions, and security settings
- Configure and customize Salesforce features such as objects, fields, page layouts, validation rules, flows, and reports
- Build and maintain automations and data flows that support GTM and operational workflows
- Troubleshoot issues, manage data integrity, and perform regular system audits
- Design and maintain reports and dashboards for sales, operations, and leadership
- Manage data imports, exports, and cleanup using tools like Data Loader and Cloudingo
- Partner with stakeholders to gather requirements and deliver scalable solutions
- Provide user support, documentation, and light training as needed
- Collaborate with internal teams and external vendors on Salesforce-related initiatives
- Ensure best practices around performance, security, and compliance
Required Qualifications
- 2+ years of experience as a Salesforce Administrator
- Hands-on experience with Salesforce Sales Cloud (Service Cloud is a plus)
- Strong understanding of Salesforce configuration, automation, and reporting
- Experience supporting GTM or RevOps teams
- Salesforce Administrator Certification (ADM 201) preferred
- Strong problem-solving skills and attention to detail
- Ability to work independently and deliver in a contract environment
Nice to Have
- Deep experience with Flow Builder and advanced automation
- Familiarity with Salesforce integrations and third-party apps
- Experience in high-growth startups or scaling organizations
- Additional Salesforce certifications
- Experience managing Clari, Nooks, Clay, or ZoomInfo
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Jump is an enterprise-grade artificial intelligence platform engineered to orchestrate massive-scale workflow automation for wealth managers and financial advisory firms. Operating as a highly integrated, AI-native digital ecosystem, the company eliminates the massive operational friction of manual administrative tasks by seamlessly transcribing client meetings, extracting critical financial data, and automatically generating compliance-ready documentation. Moving beyond legacy dictation tools, Jump securely integrates directly into a firm's existing tech stack—including industry-standard CRMs like Salesforce, Wealthbox, and Redtail—to deploy autonomous data synchronization. Under the hood, their sophisticated natural language processing (NLP) engine parses complex financial dialogue in real-time, instantly converting client conversations into structured tasks and actionable insights. What sets Jump apart is its uncompromising dedication to frictionless operational agility; by bridging the gap between deep client relationship management and hyper-efficient AI execution, the platform empowers financial professionals to reclaim thousands of hours, dramatically scale their advisory capacity, and eliminate administrative bottlenecks.
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