Salesforce Administrator

The Challenge

Reporting to the Director of Business Systems, the Salesforce Administrator will play a crucial role in ensuring the seamless and efficient execution of our Lead to Cash processes within the Salesforce ecosystem. The ideal candidate possesses hands-on SFDC configuration skills, with a particular emphasis on solution design and flows. This role will be involved with projects, small enhancements, troubleshooting bugs, and occasional project management. They must possess a service-oriented demeanor and a passion for working with Salesforce technology (and platform partners).

Your Mission

• Configure and maintain Salesforce objects, fields, validation rules, and flows.

• Collaborate with cross-functional teams (Sales, Finance, Accounting, Operations) to clarify requirements and implement solutions that optimize the entire Lead to Cash process.

• Ensure accurate data capture, validation, and processing, adhering to established business rules and standards

• Enforce data security measures, including user access controls, data sharing rules, and field-level security.

• Troubleshoot and resolve user-reported issues, collaborating with other technical teams when necessary

Continuous Improvement:

• Stay up-to-date with Salesforce updates, new features, and best practices, and proactively recommend enhancements to the Lead to Order process.

• Lead or participate in process improvement initiatives to drive efficiency and accuracy.

• Designing and documenting a flexible, scalable, and robust state-of-the-art architecture for Salesforce Sales Cloud, CPQ, E-commerce, and Partner systems.

• Evaluating the scalability of proposed configuration changes to ensure they can handle future growth and changing business needs.

• Providing advanced support for Salesforce requests and escalated administrative needs of users, which can include managing Epics (large bodies of work that can be broken down into smaller items), Tasks, Spikes (temporary work items to explore unknowns), Stories, and Bugs.

• Overseeing Quality Assurance (QA) and User Acceptance Testing (UAT) for large deployments.

• Keeping up to date with Salesforce releases, features, and best practices and making recommendations to management regarding their implementation.

You Are/Have

You are able to effectively communicate with stakeholders and maintain good working relationships with them. You are also able to scope internal customer requirements into scalable technical designs and lucidchart diagrams. The solutions you design do not reach System Governor limits, or reduce our proximity to them.

• Salesforce Flows and know when to use a Before Save, After Save, Before Delete or Scheduled Flow, and when something should be in an Apex Trigger or Class rather than Flow.

• Ability to QA configuration in a developer sandbox, promote it to a full copy sandbox for UAT, then release to Production

• Complex Formula writing - able to write formulas for formula fields, validation rules, entry criteria, etc. that follow best practices and utilize the fewest characters to achieve the goal

• 5+ Years experience in a Salesforce Advanced Admin role

• Bachelor's degree

• Acknowledged expert in their designated offering. Demonstrates full competency and knowledge of two or more offerings within the function (CPQ, Service Cloud, Sales Cloud, etc)

• Proficiency in Salesforce Flows

• Proficiency in writing Salesforce Validation Rules & Formulas

• 3+ Years experience in a Salesforce Admin role

• Experience gathering requirements for Salesforce configuration

Extra Awesome

• Experience working at a startup