Salesforce Administrator

Responsibilities

Salesforce Configuration & Administration

• Configure Salesforce objects, fields, page layouts, record types, validation rules, and permission sets.
• Build and optimize Salesforce Flows using best-practice patterns, including bulkification, limits awareness, and error handling.
• Maintain security models, user access, profiles, permission sets, and role hierarchies.
• Support the creation and refinement of reports, dashboards, and list views.
• Assist with CPQ, case management, lead routing, and other GTM workflows.

Platform Maintenance & Data Quality

• Monitor system health and troubleshoot user issues, data errors, and automation failures.
• Perform data updates, uploads, deduplication, cleansing, and quality monitoring.
• Maintain sandbox environments, including refresh cycles, testing coordination, and metadata cleanliness.
• Collaborate on system audits, optimization efforts, and routine administrative maintenance.

Solution Delivery & Collaboration

• Partner with Business Systems Analysts to understand requirements, user stories, and use cases.
• Translate requirements into well-structured technical solutions aligned with platform best practices.
• Collaborate with Salesforce Developers when custom code or advanced components are required.
• Participate in design discussions, estimate effort, and identify edge cases and downstream impacts.

Testing, Deployment & Documentation

• Create and execute test cases for admin-built changes and assist with UAT coordination.
• Support release management, including change documentation, version tracking, deployment validation, and end-user support.
• Maintain administrator-level documentation for configurations, workflows, data models, and processes.
• Ensure traceability between business requirements and delivered solutions.

Training, Support & User Enablement

• Provide day-to-day support for Salesforce users across Sales, Marketing, Support, and other departments.
• Deliver short trainings, demos, and walkthroughs to help users adopt new features and workflows.
• Develop user-facing guides, FAQs, and quick-reference materials.
• Identify recurring user issues and recommend automation or process changes to reduce friction.

Continuous Improvement & Governance

• Contribute to governance standards for documentation, request intake, data structures, and development patterns.
• Identify opportunities to streamline processes, reduce manual work, and optimize user experience.
• Participate in Continuous Improvement and Strategic Project huddles as needed.
• Stay current on Salesforce releases, features, and platform best practices.

Requirements

• 2–4+ years of experience as a Salesforce Administrator.
• Strong working knowledge of Salesforce configuration tools, including Flows, validation rules, objects, fields, record types, and security models.
• Experience gathering requirements and translating them into system changes.
• Strong problem-solving abilities and comfort troubleshooting automations and data.
• Excellent communication skills, with the ability to explain technical concepts to non-technical users.
• Familiarity with GTM processes across Sales, Marketing, and Support and how they operate within Salesforce.
• Strong organizational skills and commitment to documentation and process discipline.
• Salesforce Administrator Certification required.

Nice to Have

• Advanced Administrator, Platform App Builder, or higher certification.
• Experience with HubSpot, Workato, or similar GTM and automation platforms.
• Exposure to Apex triggers, Lightning Web Components concepts, or integration workflows.
• Experience supporting SaaS, revenue operations, or business operations environments.
• Familiarity with CPQ, subscription billing, or contract management workflows.