About the role:
The CRM Administrator is an essential role in our Data & Digital team. This role is critical to promote the user adoption of the Salesforce system by effectively communicating its benefits and features to the wider team, ensuring to have a client centric lens to enable our team to deliver exceptional service every time. It is imperative to have a continuous improvement mindset, as you will play a key role in customizing and configuring the Salesforce system to align with evolving business requirements and industry best practices. This also includes overseeing and ensuring data quality and hygiene within the Salesforce system, implementing data cleansing and enrichment strategies. With your finger on the pulse, it is required to be proactively communicating any upcoming system changes to users, ensuring they understand the changes and minimizing their impact and ensuring they are seamless. 

Key Accountabilities:

• Ensuring our CRM system is available at critical times for supporting our business.
• Fostering CRM best-practice and stewarding CRM solution design to minimise bespoke development.
• Manage appropriate access to our CRM system from onboarding to offboarding.
• Keep the quality of our CRM data true and reliable for supporting critical business operations.

Who we’re looking for someone who can:
Deliver and Demonstrate (must haves)

• Experience using Salesforce Service Cloud.
• Managing Salesforce systems permissions and access.
• Working with a wide range of stakeholders to deliver solutions.
• Working with 3rd party vendors to provide
• Direction and support delivery.

Know and Utilize (should haves)

• Understanding of Salesforce Financial Services Cloud.
• Salesforce Administration qualification.
• CI/CD approaches with Salesforce.
• Agile & product development principles.
• Salesforce data loads

Extras you’re familiar with (could haves)

• Salesforce API
• Salesforce Chat (Live Agent)
• Atlassian suite including BitBucket and Jira

This opportunity is perfect for someone who:

• loves to solve problems with technology and support client-facing teams.
• has a pragmatic approach to identifying end-user needs and testing solutions with those users to drive stronger outcomes.
• wants to own and manage critical business systems within a growing organization.
• wants to do good by helping people build stronger financial futures for themselves.

About Fisher Funds: 

At Fisher Funds, we are committed to helping New Zealanders grow their wealth and build a better financial future. Our culture is built on trust, respect, excellence, agility, and transparency. We provide a supportive team environment, career development opportunities, and the chance to make a real impact in lives of New Zealanders.

Our clients want to deal with a business that is responsive to their needs and insightful about the world they live in and the challenges they face. This is where our technology team makes a real impact – delivering digital products and services which enable us to increase our reach, provide a leading customer experience, and create epic futures for our clients. We know that delivering good returns on their own is simply not enough, so we are just as fixated on supporting and inspiring our clients to make better decisions as we are about growing their wealth by picking simply great investments.

Fisher Funds is one of the leading investment managers in New Zealand with numerous investment products on offer including two KiwiSaver schemes, non-KiwiSaver superannuation schemes, an extensive range of retail managed funds, listed investment companies as well as a wholesale offering. Today, Fisher Funds manages over ~$22 billion in funds under management on behalf of more than ~500,000 New Zealanders.

• Fisher Funds is one of New Zealand’s largest specialist wealth management companies, operating for 25 years.
• We’re on a mission to help Kiwis realise their ambitions by making investing accessible and enjoyable.
• We currently support nearly 500,000 Kiwis on their investment journey across KiwiSaver and Managed Funds products, with over $22 billion in funds under management.
• Our in-house investment team is one of the largest and most experienced in New Zealand investing in a range of portfolios throughout the world
• We have one of the largest client services teams in New Zealand and an award-winning one at that.
• This is a truly collaborative, team player office where everyone is passionate about what they do and the difference they can make.
• Our vibrant and buzzing head office is based in Takapuna with a gorgeous deck with 180-degree views of Rangitoto and Takapuna beach!

Applications close 30 April 2025. We will be reviewing applications as they are received. 

For successful candidates, Fisher Funds conducts mandatory background screening in accordance with current legislation (including police and credit checks as part of our interview process). To apply for this vacancy, you also MUST be a New Zealand citizen, resident, or have already secured the right to work in New Zealand and therefore hold a valid visa.