Dynasty Financial Partners
Dynasty Financial Partners is seeking a Junior Salesforce Administrator to provide hands-on administration and support for their CRM platform, helping Network Partners maximize their use of the technology. The role involves managing user access, building automations, creating reports, and ensuring data integrity while offering first-line support to users. This position offers an opportunity to grow skills within a large, evolving CRM environment used across multiple client firms.
Dynasty Financial Partners allows financial advisors to maximize full independence and provide personalized wealth management advice.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Dynasty Financial Partners.
Dynasty Financial Partners didn’t post a salary, so this is our estimate from similar listings.