Dcmol

Salesforce/Orion Sys Admin Specialist

Dcmol

1 month ago
Indianapolis, Indiana
Hybrid
Full Time
Medior
0 applicants
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Dcmol
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About this role

A Systems Admin Specialist at Donaldson Capital Management supports and maintains Salesforce and Orion platforms, working alongside the primary Systems Administrator to improve CRM and portfolio management environments. The role involves configuration, troubleshooting, and process improvements, contributing to the firm's operational technology.

Skills

Dcmol

About Dcmol

dcmol.com

Donaldson Capital Management is a financial advisory firm offering custom financial planning and investment management services. Their team of experienced advisors works with clients from offices in Atlanta, GA; Columbus, IN; and Evansville, IN. They deliver personalized investment strategies and planning tailored to clients’ long‑term goals such as retirement planning, wealth accumulation, and risk management. DCM emphasizes a client‑focused, advisor‑led approach to help individuals and families navigate financial decisions.

About Dcmol

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

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

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