# Sr. Salesforce Administrator

**Company:** [PracticeTek](https://hotfix.jobs/companies/practicetek)
**Location:** San Diego, CA
**Role:** DevOps / SRE
**Experience:** 4+ years
**Skills:** Salesforce, Flow Builder, Apex, Lightning, Agentforce, Einstein Ai, Zuora, Docusign, Outreach, Dlrs
**Posted:** 2026-05-14

> Optimizes Salesforce for sales teams by streamlining processes, implementing Agentforce AI automation, managing Flows and data quality in a multi-brand enterprise org. Requires 4+ years Salesforce admin experience, ADM-201 cert, and expertise in Flow/Apex.

## Job Description

## Responsibilities

### Sales Process Optimization & User Experience
- Own the end-to-end Salesforce experience for the sales organization (AEs, SDRs, Sales Managers) across ChiroTouch, RevolutionEHR, ClinicSource, Doctible, and other verticals
- Simplify page layouts, record types, and navigation to reduce clicks and make it easier for reps to move through the sales process
- Clean up legacy fields, stages, and process artifacts from the recent multi-brand Salesforce consolidation
- Build and maintain dynamic forms, guided actions, and Lightning app customizations that surface the right information at the right stage
- Partner with sales leadership to translate process changes into Salesforce configuration

### Agentforce Implementation & AI Automation
- Lead the evaluation, design, and rollout of Salesforce Agentforce to automate repetitive sales tasks (lead routing, follow-up reminders, data enrichment, next-best-action prompts)
- Build and configure Agentforce agents, topics, and actions that align with PracticeTek’s sales motion and short deal cycles
- Identify high-impact automation opportunities across the funnel: lead qualification, demo scheduling, quote generation, and proposal follow-up
- Integrate Agentforce with existing automation (Flows, Outreach sequences) to avoid duplication and ensure a cohesive experience
- Measure and report on Agentforce adoption, time savings, and impact on pipeline velocity

### Flow & Automation Management
- Manage and optimize a large library of active Flows - audit for redundancy, consolidate where possible, and ensure performance at scale
- Maintain and troubleshoot Apex triggers and coordinate with developers on code-level changes across a substantial codebase
- Own validation rule governance - balance data quality enforcement with sales usability
- Migrate remaining Workflow Rules and Process Builders to Flow where appropriate
- Document all automation in a centralized inventory with business purpose, objects affected, and owner

### Data Quality & Reporting
- Drive data hygiene initiatives to clean up legacy records from the multi-brand migration (inconsistent stages, orphaned records, duplicate accounts)
- Ensure custom object data flows correctly from lead creation through opportunity close
- Partner with SalesOps on funnel metrics and conversion rates by brand

### Security, Permissions & User Management
- Rationalize and consolidate a large number of permission sets and profiles using permission set groups
- Handle user provisioning, role hierarchy changes, and territory assignments across vertical-based sales teams
- Ensure field-level security and sharing rules align with multi-brand data access requirements
- Manage sandbox environments for testing and deployment

## Requirements

### Required
- 4+ years of hands-on Salesforce Administration experience in a sales-focused environment (B2B SaaS preferred)
- Salesforce Administrator certification (ADM 201) required; Advanced Administrator (ADM 211) strongly preferred
- Deep expertise in Flow Builder - you’ve built and managed complex record-triggered, screen, and autolaunched flows at scale
- Strong understanding of Apex triggers and classes - you can read, troubleshoot, and collaborate with developers on code-level changes (you don’t need to write Apex from scratch, but you need to understand it)
- Experience managing a large, enterprise-scale Salesforce org with a high volume of users and extensive customization
- Proven ability to simplify complex processes - you obsess over reducing clicks and making the system intuitive for sales reps
- Experience with custom quote/proposal workflows
- Strong communication skills - you can translate between sales leadership requests and technical implementation

### Preferred
- Experience with or strong interest in Salesforce Agentforce, Einstein AI, or Copilot features
- Platform Developer I certification or equivalent Apex/LWC knowledge
- Experience with Zuora billing integration, DocuSign other B2B SAAS Tools
- Experience with Outreach or similar sales engagement platforms and their Salesforce sync
- Background in healthcare SaaS, practice management, or EHR software
- Experience with multi-brand or multi-BU Salesforce consolidation/migration projects
- Familiarity with DLRS, Salesforce DevOps tools, and change set / metadata deployment best practices

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