Responsibilities

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

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

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

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

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

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

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