Salesforce Administrator
Top Benefits
About the role
PenderFund Capital Management Ltd (“Pender”) is an independent, employee-owned investment firm founded in 2003. We are one of the fastest growing investment firms in Canada, and our goal is to be the first choice for investors looking to protect and grow their capital. We have grown from a couple of people with a passion for investing into a diverse and inclusive workplace of over 80 people by seeking out and hiring the most qualified, talented, and experienced people.
We are seeking a Salesforce Administrator to manage our Salesforce and MCAE platform, enabling our Sales and Marketing teams to operate with greater productivity, collaboration and data driven insights. Reporting to the Vice President National Retail Sales, the Salesforce Administrator will support business growth and enhance client engagement by maintaining system availability, ensuring data integrity and implementing best practices. The successful candidate will enjoy working collaboratively with cross functional departments and will be motivated to deliver exceptional user support and drive continuous improvement.
Key Responsibilities:
- Serve as the primary administrator and subject matter expert for Salesforce & MCAE environments.
- Act as the internal Salesforce Business Partner to Sales (Retail/Direct/Institutional) and Marketing teams, proposing solutions to business requirements.
- Act as a bridge between technology and business units
- Customize, configure and manage the CRM platforms to meet Pender’s specific business needs, in collaboration with the Tech department and implementation partners.
- Manage user support, training and day-to-day operations.
- Continuously recommend and work with the implementation team on customization and automation in Salesforce and MCAE business processes to translate evolving business needs into solutions.
- Develop and maintain workflows, dashboards, reports, and page layouts tailored to sales, marketing and client service functions.
- Support campaign initiatives and dashboards for pipeline accountability, forecasting and scenario planning.
- Liaise with Tech department, implementation partners and external service providers during system upgrades, configuration and automation changes and new module implementations.
- Ensure smooth coordination and delivery of projects within timeline, scope and quality requirements.
- Deliver actionable insights to leadership and stakeholders.
- Serve as the key communication point between business users and tech team.
- Ensure thorough documentation, testing and user training for existing systems, updating as systems change.
- Ensure adherence to compliance and data hygiene guidelines
Education and Qualifications:
- Must be a Certified Salesforce Administrator
- Hold a Post-Secondary Degree
- Minimum of 3 years experience as a Salesforce Administrator
- Strong communication skills and the ability to work collaboratively
What’s in it for you?
- Great compensation (competitive base, bonus, benefits package and RRSP matching program).
- Ongoing training and professional development.
We are sharing that the estimated salary range for this position is $80,000 - $100,000 per year. In determining final salary, Pender considers many factors including the candidate’s qualifications, relevant experience, job responsibilities, market conditions, position location and internal equity. Our aim is to ensure fair compensation practices that align with industry standards while acknowledging the unique value and expertise each individual brings to the role. The final base salary for the offer will be presented as part of a competitive compensation package.
Our commitment to equity, diversity and inclusion:
Pender is committed to creating and maintaining a workplace that recognizes and values differences. It is a core principle at Pender that an equitable, diverse and inclusive workplace simply makes us better. A diverse team with a range of knowledge and experience makes better decisions, which means better results for our stakeholders. We do not discriminate on any basis and welcome applications from all qualified individuals. When selecting candidates for employment, promotion, training, or any other benefits, it is on the basis of aptitude and ability. Should you require any accommodation or have questions, please let us know.
About PenderFund Capital Management
Pender was founded in 2003 and is an independent, employee-owned investment firm located in Vancouver, British Columbia. Our goal is to protect and grow wealth for our investors over time. We have a talented investment team of expert analysts, security selectors and independent thinkers who actively manage our suite of niche investment funds, exploiting inefficient parts of the investing universe to achieve our goal. We believe that small and nimble funds, such as ours, can be opportunistic, accessing unique investment opportunities that are potentially rewarding for investors. We believe that funds with concentrated portfolios of value‐based investments have the potential to generate superior long‐term, risk‐adjusted returns. We believe that managers who have their own financial interests aligned with those of investors show greater conviction and act with heightened vigilance of both risks and opportunities. We believe that a diverse and inclusive team drives more rounded conversations, leading to better decision making for our funds.
Salesforce Administrator
Top Benefits
About the role
PenderFund Capital Management Ltd (“Pender”) is an independent, employee-owned investment firm founded in 2003. We are one of the fastest growing investment firms in Canada, and our goal is to be the first choice for investors looking to protect and grow their capital. We have grown from a couple of people with a passion for investing into a diverse and inclusive workplace of over 80 people by seeking out and hiring the most qualified, talented, and experienced people.
We are seeking a Salesforce Administrator to manage our Salesforce and MCAE platform, enabling our Sales and Marketing teams to operate with greater productivity, collaboration and data driven insights. Reporting to the Vice President National Retail Sales, the Salesforce Administrator will support business growth and enhance client engagement by maintaining system availability, ensuring data integrity and implementing best practices. The successful candidate will enjoy working collaboratively with cross functional departments and will be motivated to deliver exceptional user support and drive continuous improvement.
Key Responsibilities:
- Serve as the primary administrator and subject matter expert for Salesforce & MCAE environments.
- Act as the internal Salesforce Business Partner to Sales (Retail/Direct/Institutional) and Marketing teams, proposing solutions to business requirements.
- Act as a bridge between technology and business units
- Customize, configure and manage the CRM platforms to meet Pender’s specific business needs, in collaboration with the Tech department and implementation partners.
- Manage user support, training and day-to-day operations.
- Continuously recommend and work with the implementation team on customization and automation in Salesforce and MCAE business processes to translate evolving business needs into solutions.
- Develop and maintain workflows, dashboards, reports, and page layouts tailored to sales, marketing and client service functions.
- Support campaign initiatives and dashboards for pipeline accountability, forecasting and scenario planning.
- Liaise with Tech department, implementation partners and external service providers during system upgrades, configuration and automation changes and new module implementations.
- Ensure smooth coordination and delivery of projects within timeline, scope and quality requirements.
- Deliver actionable insights to leadership and stakeholders.
- Serve as the key communication point between business users and tech team.
- Ensure thorough documentation, testing and user training for existing systems, updating as systems change.
- Ensure adherence to compliance and data hygiene guidelines
Education and Qualifications:
- Must be a Certified Salesforce Administrator
- Hold a Post-Secondary Degree
- Minimum of 3 years experience as a Salesforce Administrator
- Strong communication skills and the ability to work collaboratively
What’s in it for you?
- Great compensation (competitive base, bonus, benefits package and RRSP matching program).
- Ongoing training and professional development.
We are sharing that the estimated salary range for this position is $80,000 - $100,000 per year. In determining final salary, Pender considers many factors including the candidate’s qualifications, relevant experience, job responsibilities, market conditions, position location and internal equity. Our aim is to ensure fair compensation practices that align with industry standards while acknowledging the unique value and expertise each individual brings to the role. The final base salary for the offer will be presented as part of a competitive compensation package.
Our commitment to equity, diversity and inclusion:
Pender is committed to creating and maintaining a workplace that recognizes and values differences. It is a core principle at Pender that an equitable, diverse and inclusive workplace simply makes us better. A diverse team with a range of knowledge and experience makes better decisions, which means better results for our stakeholders. We do not discriminate on any basis and welcome applications from all qualified individuals. When selecting candidates for employment, promotion, training, or any other benefits, it is on the basis of aptitude and ability. Should you require any accommodation or have questions, please let us know.
About PenderFund Capital Management
Pender was founded in 2003 and is an independent, employee-owned investment firm located in Vancouver, British Columbia. Our goal is to protect and grow wealth for our investors over time. We have a talented investment team of expert analysts, security selectors and independent thinkers who actively manage our suite of niche investment funds, exploiting inefficient parts of the investing universe to achieve our goal. We believe that small and nimble funds, such as ours, can be opportunistic, accessing unique investment opportunities that are potentially rewarding for investors. We believe that funds with concentrated portfolios of value‐based investments have the potential to generate superior long‐term, risk‐adjusted returns. We believe that managers who have their own financial interests aligned with those of investors show greater conviction and act with heightened vigilance of both risks and opportunities. We believe that a diverse and inclusive team drives more rounded conversations, leading to better decision making for our funds.