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Salesforce Jobs in Santa Rosa, CA (NOW HIRING)

Serve as primary liaison with Salesforce and associated CRM activities, including mail list management. * Provide calendar management for the advisors, pre-call & post-call planning and management ...

Sales and Design Consultant

Sonoma, CA · Hybrid

$19/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Previous experience with Salesforce, CAD, or design software is preferred * The ability to be creative, yet meticulously detail-oriented with a sense of craftsmanship. * Valid driver's license and ...

New

Senior Project Accountant

Novato, CA · On-site

$95K - $105K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Proficiency in Microsoft Excel and familiarity with CRM systems such as Salesforce. Skills & Competencies * Advanced analytical and financial problem-solving skills. * Strong communication and ...

Sales and Design Consultant

Sonoma, CA · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

Previous experience with Salesforce, CAD, or design software is preferred * The ability to be creative, yet meticulously detail-oriented with a sense of craftsmanship. * Valid driver's license and ...

New

Process and System Engineer III

Santa Rosa, CA · On-site

$109K - $126K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Advanced skills in Microsoft Office Suite, Google Workspace, and experience with Salesforce platforms. Core Competencies & Soft Skills * Executive Communication: Exceptional ability to synthesize and ...

Process and System Engineer III

Santa Rosa, CA · On-site

$109K - $126K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Advanced skills in Microsoft Office Suite, Google Workspace, and experience with Salesforce platforms. Core Competencies & Soft Skills * Executive Communication: Exceptional ability to synthesize and ...

Environmental Sales Rep

Rohnert Park, CA · On-site

$70K - $75K/yr

  • Medical

  • Retirement

  • PTO

Working knowledge and current use of Salesforce is a plus. * 3+ years' business to business sales experience preferred. * Excellent computer skills (MS Applications: Word, Excel, PowerPoint). * Time ...

Applications Engineer

Petaluma, CA · On-site

$110K - $130K/yr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

Microsoft Office Suite (Word, Excel, Power Point) with knowledge of Excel, Salesforce CRM and AutoCAD. What's in it for you? There's no monopoly on innovative ideas or limits to how far you can ...

Sales Development Manager

Bodega Bay, CA

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Deep understanding of outbound prospecting best practices (phone, email, LinkedIn, social selling) * CRM and sales engagement tool expertise (e.g., Salesforce, Apollo, Gong, ZoomInfo) * Strong data ...

Environmental Sales Rep

Rohnert Park, CA

$70K - $75K/yr

  • Medical

  • Retirement

  • PTO

Working knowledge and current use of Salesforce is a plus. * 3+ years' business to business sales experience preferred. * Excellent computer skills (MS Applications: Word, Excel, PowerPoint). * Time ...

Applications Engineer

Petaluma, CA · On-site

$110K - $130K/yr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

Microsoft Office Suite (Word, Excel, Power Point) with knowledge of Excel, Salesforce CRM and AutoCAD. What's in it for you? There's no monopoly on innovative ideas or limits to how far you can ...

Environmental Sales Rep

Rohnert Park, CA

$70K - $75K/yr

  • Medical

  • Retirement

  • PTO

Working knowledge and current use of Salesforce is a plus. * 3+ years' business to business sales experience preferred. * Excellent computer skills (MS Applications: Word, Excel, PowerPoint). * Time ...

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See Santa Rosa, CA salary details

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How much do salesforce jobs pay per year?

As of Aug 19, 2026, the average yearly pay for salesforce in Santa Rosa, CA is $108,089.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,500.00 and $130,100.00 per year, depending on experience, location, and employer.

What is a Salesforce professional?

Salesforce is a platform for customer relationship management (CRM). It features a variety of software and application tools for managing marketing, customer service, sales, customer data, and online engagement. Salesforce is a cloud-based platform, so companies can apply the applications to their web properties and social media accounts without having to install all facets of a CRM platform on their server. Companies that use Salesforce include telecommunications, entertainment, finance, healthcare, tech, and retail companies. Government agencies, nonprofits, and manufacturing companies also use the platform.

What are the key skills and qualifications needed to thrive as a Salesforce administrator, and why are they important?

To thrive as a Salesforce Administrator, you need a strong grasp of CRM concepts, data management, workflow automation, and a Salesforce Administrator certification (such as Salesforce Certified Administrator). Familiarity with Salesforce platforms, data reporting tools, and process builder are typically required. Excellent problem-solving, communication, and organizational skills help you effectively support users and collaborate with stakeholders. These skills ensure efficient management of the Salesforce environment, leading to improved business processes and user satisfaction.

How does a Salesforce professional typically collaborate with other departments within an organization?

Salesforce professionals regularly work alongside teams from sales, marketing, customer service, and IT to ensure that the platform is tailored to each department's needs. This collaboration often involves gathering requirements, troubleshooting user issues, and training staff on new features or updates. Effective communication and the ability to translate technical concepts into user-friendly solutions are crucial for success. By fostering strong cross-departmental relationships, Salesforce experts help maximize the platform’s value and drive business growth.

What is the difference between Salesforce vs Salesforce Administrator?

AspectSalesforceSalesforce Administrator
Primary RoleDevelops, customizes, and implements Salesforce solutionsManages and maintains Salesforce platform, user support, and basic customization
Required SkillsSalesforce development, coding, system architectureSalesforce configuration, user management, basic automation
CertificationsSalesforce Developer, Salesforce ArchitectSalesforce Administrator Certification
Work EnvironmentDevelopment teams, technical projectsEnd-user support, system administration

Salesforce professionals focus on developing and customizing the platform, often requiring coding skills and advanced certifications. Salesforce Administrators primarily handle platform management, user support, and configuration tasks, making their roles complementary but distinct within the Salesforce ecosystem.

Are Salesforce jobs still in demand?

Salesforce jobs remain in high demand due to the widespread adoption of Salesforce CRM across industries. Skills in Salesforce administration, development, and certifications like Salesforce Certified Administrator are highly valued, and the role often offers strong job stability and growth opportunities.

Is Salesforce a good career?

Salesforce is a popular career choice for professionals interested in cloud-based customer relationship management (CRM) systems. It offers roles such as Salesforce Administrator, Developer, and Consultant, often requiring certifications like Salesforce Certified Administrator. The field provides opportunities for growth, high demand, and competitive salaries, especially for those with skills in Apex, Lightning, and integration tools.

What work does Salesforce do?

A Salesforce professional typically manages and customizes Salesforce CRM software to help organizations improve customer relationships, sales, and marketing processes. They may configure the platform, develop integrations, and ensure data accuracy, often requiring knowledge of Salesforce tools, coding, and certifications. Their work supports streamlining business operations and enhancing customer engagement.

What are the most commonly searched types of Salesforce jobs in Santa Rosa, CA?

The most popular types of Salesforce jobs in Santa Rosa, CA are:

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For Salesforce jobs in Santa Rosa, CA, the most frequently searched job titles are:

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The top searched job categories for Salesforce jobs in Santa Rosa, CA are:

What cities near Santa Rosa, CA are hiring for Salesforce jobs?

Cities near Santa Rosa, CA with the most Salesforce job openings:

Infographic showing various Salesforce job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 71% Full Time, 10% Part Time, 3% Temporary, and 16% Contract. Highlights an 84% In-person, and 16% Remote job distribution, with an average salary of $108,089 per year, or $52 per hour.

Client Service Associate

Vodia Ventures

Santa Rosa, CA • On-site

$70K - $90K/yr

Other

Re-posted 26 days ago


Job description

Client Service Associate

Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley & Boise (ID), West Palm Beach (FL), Boston (MA), Holmdel & Madison (NJ), New York (NY), Portland (OR), Austin & Houston (TX), Seattle (WA), Jackson (WY), and North Barrington (IL). The firm serves the wealth management, wealth planning, and investment strategy needs of high-net-worth individuals and family offices. The firm's employees share a solid work ethic, a drive to innovate within our industry, and, above all, strive for value-creation on behalf of our clients.

Job Description

The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients. The salary range for this position is $70,000-$90,000.

Responsibilities
  • Work closely with financial advisors to support their clients
  • Manage cash balances and daily asset transfers in accounts
  • Plan and manage new account onboarding process including SMA and alternative investments
  • Closely monitor custodian platforms for alerts and NIGOs that impact client accounts
  • Develop a strong relationship with custodians to provide extraordinary client service
  • Serve as a key liaison to other operational areas supporting the Business, especially marketing.
  • Ensuring that all KYC standards are met and materials are organized in a consistent manner.
  • Demonstrate a poised skillset in project management to ensure clear communication and task execution while pursuing the given deadlines
  • Leverage your operational background and experience to contribute to a growing business
  • Serve as primary liaison with Salesforce and associated CRM activities, including mail list management.
  • Provide calendar management for the advisors, pre-call & post-call planning and management and collateral materials support/preparation.
Personal Qualities
  • Team-oriented, respectful, high integrity, humility
  • Self-starter, with ability to follow direction and offer perspective on new initiatives
  • Detail focused with excellent organization skills and the ability to multi-task
  • Excellent written, oral and listening communication skills
  • Comfortable working in a fast-paced and deadline focused environment
Skills/Qualifications
  • BA/BS degree required
  • 2-3 years of relevant experience
  • Strong interest in client service management
  • Holds confidence in hosting conference calls, creating meeting agendas, and articulating meeting minutes with clients and business teams
  • Ability to navigate online custodian platforms, such as Schwab and Fidelity
  • Demonstrates a keen risk awareness and knowledge of when and how to escalate potential issues
  • Familiar with industry standards and regulations to suggest new processes and controls, where needed
  • Series certifications not required, but a plus
  • Addepar experience, a plus
  • Highly proficient with Microsoft Office

Robertson Stephens Wealth Management, LLC is an equal opportunity employer. Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work, and result in a more satisfying client experience