Navirum is a leading Salesforce consulting company dedicated to providing exceptional services and solutions to our clients. We are looking for a skilled Salesforce Administrator to join our dynamic team and help us optimize our Salesforce platform to enhance our business processes.
Job Summary:
As a Salesforce Administrator, you will manage and optimize the client’s Salesforce environment to enhance efficiency and productivity. Your role will leverage your Salesforce expertise to implement effective solutions tailored to client needs. Additionally, your Quality Assurance (QA) experience will play a key role in ensuring the reliability and accuracy of system implementations and enhancements.
Key Responsibilities:
Manage Salesforce setup including user accounts, profiles, roles, and permissions.
Customize Salesforce by creating objects, fields, and flows.
Create & maintain reports and dashboards to track business performance.
Upload data using Dataloader.
Monitor system performance and troubleshoot issues.
Ensure data security and integrity within Salesforce.
Integrate Salesforce with other systems as needed.
Create and run test plans to ensure Salesforce works correctly.
Test new Salesforce updates and features before deployment.
Qualifications:
Bachelor’s degree in Business, Information Technology, or a related field.
Proven experience as a Salesforce Administrator or in a similar role.
Proven experience in Quality Assurance or a related position.
Salesforce Administrator certification is strongly preferred.
Strong knowledge of Salesforce best practices and platform functionality.
Proficiency in creating reports and dashboards within Salesforce.
Excellent problem-solving skills with a keen attention to detail.
Strong communication and interpersonal skills to collaborate effectively with teams.
Ability to work independently and thrive in a team environment.
Experience with Financial Services Cloud is preferred.
Benefits:
Life insurance, vision, dental, critical illness
Tuition reimbursement
Wellness days off
Work from home policy
Time off for Volunteering
Bonus program
Opportunities for professional development and growth.
A collaborative and supportive work environment.
How to Apply:
Interested candidates should submit their resume and a cover letter to info@navirum.com.
Please include “Salesforce Administrator Application” in the subject line.
Please provide your Linkedin account as well as Trailblazer profile.
What makes you want to be a Salesforce Admin?
About Navirum
Navirum is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
At Navirum, we are huge believers in the positive impact a diverse and accessible financial system can have on our society. It’s our mission to enable financial services companies to create innovative products and services and in doing so improving the lives of people in our community. We help our customers achieve success through our Salesforce consulting, advisory, and managed services. The combination of these services helps our customers generate long-term value using the world’s leading cloud platform.
Wondering which one of the top financial planning tools in Canada to choose?
Technology is transforming financial planning, granting access to sophisticated tools once reserved for professionals. Advanced algorithms and data analytics empower users with personalized plans, real-time analysis, and predictive insights. Seamless integration across accounts offers a holistic view of finances, streamlining the planning process.
This democratization enables individuals to make informed decisions, optimize strategies, and achieve goals more efficiently. With technology’s aid, financial planning becomes accessible, precise, and empowering, fostering a more secure financial future for all.
We understand the importance of leveraging cutting-edge technology to achieve your financial goals. That’s why’ve asked our specialists to compile a list of four of the top financial planning tools in Canada to help you navigate your financial journey with confidence. Sign up to read more!
Lavinia Picu4 Top Financial Planning Tools in Canada in 2025
The combination of Canadian Open Banking and Salesforce could offer unparalleled opportunities for financial services businesses to innovate, differentiate, and thrive in today’s competitive landscape. By leveraging the power of Salesforce’s CRM platform and integrating Canadian Open Banking data, businesses could unlock new insights, personalize interactions, streamline operations, and ensure compliance and security.
Bringing Value to Your Financial Services Business
Enhanced Customer Insights
By integrating Canadian Open Banking data with Salesforce, financial services businesses can gain a comprehensive view of their customers’ financial profiles, preferences, and behaviors. This deeper understanding enables businesses to tailor their products and services to meet the unique needs and preferences of individual customers, driving greater customer satisfaction and loyalty.
Personalized Financial Advice
Salesforce empowers financial advisors to deliver more personalized and informed advice to their clients by leveraging Canadian Open Banking data. With access to real-time financial information, advisors can provide tailored recommendations and strategies that align with their clients’ financial goals and objectives, ultimately driving better outcomes for clients and strengthening advisor-client relationships.
Streamlined Operations
Salesforce’s powerful automation capabilities can help financial services businesses streamline their operations and improve efficiency. By automating routine tasks, such as data entry, lead management, and client communications, businesses can free up time for their employees to focus on more value-added activities, such as client engagement and strategic planning.
Compliance and Security
Salesforce provides robust security features and compliance controls that help financial services businesses maintain regulatory compliance and protect customer data. With built-in encryption, access controls, and audit trails, Salesforce enables businesses to safeguard sensitive information and demonstrate compliance with regulatory requirements.
Looking ahead, Canadian Open Banking holds promise for delivering more personalized, efficient, and convenient financial experiences for consumers. As regulatory frameworks evolve and technological capabilities improve, Canadians can expect to see a wider range of innovative financial products and services. However, addressing the challenges and risks associated with Open Banking will be crucial to ensure consumer trust and benefit from these emerging innovations.
How Navirum can help?
At Navirum, we’re committed to helping financial services businesses harness the full potential of this transformative synergy to drive growth, enhance customer experiences, and achieve their business objectives. Contact us today to realize the possibilities of what Salesforce can do for your business!
What is Open Banking, and how does it apply in Canada?
Open Banking refers to a system where financial institutions share customer data securely with third-party providers, with the customer’s consent. In Canada, Open Banking is being rolled out under regulatory guidance, with a focus on transparency, consumer control, and security.
How can Salesforce integrate with Canadian Open Banking systems?
Salesforce can be integrated with Open Banking APIs and third-party data providers to import, manage, and analyze financial data. This allows businesses to have a real-time, 360-degree view of their clients’ financial activities inside their CRM environment.
What are the benefits of combining Open Banking data with Salesforce?
This powerful combination enables: * Deeper customer insights * Personalized financial advice * Streamlined workflows * Real-time financial visibility * Enhanced regulatory compliance Together, they support better decision-making and a more personalized customer experience.
Is integrating Open Banking data with Salesforce secure?
Yes. Salesforce offers enterprise-grade security features including encryption, field-level security, audit trails, and compliance with global standards (like SOC 2, GDPR, and PCI DSS). When set up correctly, these integrations protect customer data and meet regulatory requirements.
What are the challenges of integrating Open Banking data into Salesforce?
Common challenges include: * API compatibility and integration complexity * Data privacy and consent management * Ensuring data accuracy and reliability * Compliance with financial regulations Navirum helps businesses overcome these obstacles through strategic consulting, secure implementation, and tailored integration plans.
Can Open Banking and Salesforce help us deliver personalized financial advice?
Absolutely. With real-time financial data fed into Salesforce, advisors can: Analyze spending patterns Recommend tailored products or services Align investment strategies with real-life cash flow data This leads to more relevant, timely, and impactful client interactions.
How does this integration impact operational efficiency?
Salesforce’s automation features—combined with real-time data from Open Banking—can: * Reduce manual data entry * Automate client onboarding * Trigger alerts based on financial activity * Streamline KYC and compliance checks The result is a more efficient and responsive financial services operation.
Is this solution scalable for firms of all sizes?
Yes. Whether you’re a boutique wealth manager or a large institution, Salesforce and Open Banking integrations are highly scalable. You can start small—with a few use cases—and expand as your business grows or as Open Banking frameworks evolve in Canada.
Will using Open Banking in Salesforce help with compliance and auditability?
Yes. Salesforce provides detailed logging, permission controls, consent tracking, and audit trails, making it easier for financial firms to meet Canadian regulatory requirements. Navirum ensures these features are set up and documented properly.
How can Navirum help us implement this solution?
Navirum specializes in working with financial service firms to strategically implement Salesforce and * Open Banking integrations. We help with: * Business analysis and data strategy * Custom CRM configuration * API integration with Open Banking providers * Workflow automation * Security and compliance setup * Ongoing support and optimization
Project portfolio management tools streamline the oversight and management of multiple projects within organizations. These software solutions offer centralized platforms to track project progress, resources, and performance, enabling informed decision-making on project prioritization, investment, and resource allocation.
Navirum partnered with these three portfolio management tools that can help you with managing projects and strategic alignment across your portfolio. They all offer sophisticated features and functionality to support the evolving needs of Canadian wealth management professionals and investors.
Whether it’s optimizing portfolio performance, managing risk, or delivering personalized client experiences, these platforms empower advisors to achieve their business objectives and deliver value to their clients in today’s dynamic financial landscape.
D1G1T is a comprehensive wealth management platform designed to meet the needs of financial advisors, portfolio managers, and investment professionals. It offers advanced portfolio analytics, reporting, and optimization tools to help advisors make data-driven investment decisions and deliver personalized investment strategies to their clients. D1G1T’s platform integrates with various data sources, including custodians, brokerage firms, and market data providers, to provide real-time insights and portfolio management capabilities. With features such as risk analysis, performance attribution, and compliance monitoring, D1G1T empowers advisors to deliver superior investment management services and enhance client outcomes.
Croesus is a leading portfolio management and financial planning software solution used by wealth management firms, investment advisors, and family offices across Canada. Croesus offers a comprehensive suite of tools for portfolio analysis, performance reporting, client relationship management, and compliance monitoring. Its intuitive interface and customizable dashboards enable advisors to track client portfolios, monitor investment performance, and analyze market trends effectively. Croesus also integrates with various third-party data sources and financial institutions, allowing advisors to streamline operations and deliver personalized investment solutions to their clients.
Harmony Financial Services is a powerful portfolio management platform developed by CGI, a global IT and business consulting services firm. Harmony offers end-to-end portfolio management capabilities, including portfolio construction, rebalancing, trading, and reporting, to help financial institutions and asset managers optimize investment processes and deliver superior client experiences. With advanced analytics and risk management tools, Harmony enables advisors to assess portfolio risk, identify opportunities, and align investment strategies with client objectives. Its flexible architecture and scalable infrastructure make it suitable for firms of all sizes, from boutique advisory firms to large institutional investors, seeking to enhance their portfolio management capabilities and drive business growth.
Contact us today to learn more about how we can partner with you to achieve your business goals. Let’s start the conversation, and embark on the journey to success together! To book a free 30 minutes Salesforce Health Check, click here.
Book a Consultation Today
Lavinia Picu3 of the top portfolio management tools in Canada
At Navirum, we are very active in helping a range of businesses in North America and Europe to scale and grow using Salesforce. Over the past few months we recognized that many startups and growth businesses require a different consulting model. A model that’s agile and can move quickly with the direction of a growing organization.
A model that delivers predictable services, including set costs and hard timelines. After listening closely to our customers, we decided to launch of a new business line called Navirum [On Demand].
We will be offering a range of new products designed to deliver Salesforce success [On Demand] to our customers. Our initial range of products is focused on implementing Salesforce in less than a month. We are also launching a series of products that integrate Salesforce with some of the most popular apps on the Salesforce AppExchange including Mailchimp, Box, and DocuSign. In doing so, businesses become more productive and in turn more competitive.
Our initial product range includes:
Salesforce [On Demand] – allows you to maximise your Salesforce investment by getting customers up and running successfully on Salesforce in a matter of days. Choose from our basic, pro and performance products – buy here
Mailchimp for Salesforce – close more deals in less time by integrating Salesforce with Mailchimp to create a seamless sales and marketing process – buy here
Box for Salesforce – storage on Salesforce is limited and is expensive to increase. Box is a more cost effective way to scale your storage needs as your business grows – buy here
DocuSign for Salesforce – enables you to get your paperwork signed from the comfort of your CRM. Say goodbye to physical paperwork and hello to faster deal cycles – buy here
WordPress for Salesforce – create an improved customer experience by connecting Salesforce to WordPress allowing you to respond to leads and cases from your website in real time – buy here
