Salesforce CRM Administrator

Job Purpose

To configure, maintain, and manage our Salesforce CRM platform(s), ensuring scalable and secure solutions that meet the needs of our business and users. Serve as a technical resource and mentor within the CRM team while driving continuous platform improvement.

Primary Duties and Responsibilities

• Configure and maintain our Salesforce CRM platform, ensuring it is fully optimized to meet business needs.
• Design, build, and optimize Salesforce Flows and automation to improve efficiency across sales, service, and related teams.
• Advocate designs with minimal customization by leveraging declarative, "out-of-the-box" configuration features before pursuing custom development.
• Lead in designing solutions that follow established architectural best practices for the CRM platform.
• Ensure designs support system scalability, maintainability, and optimal performance.
• Collaborate with relevant teams and stakeholders to guarantee that implemented solutions meet both technical requirements and business objectives.
• Manage platform security, data quality, and user access, ensuring our data is secure and that governance practices are followed.
• Manage data import/export processes, ensuring data accuracy and completeness.
• Support integration efforts by managing connected apps, Salesforce objects, and data architecture on the CRM side in coordination with database and integration teams.
• Create and maintain reports, dashboards, and technical documentation to support business performance and platform knowledge.
• Provide training and support to end-users, ensuring that they are equipped to use CRM software to its full potential.
• Monitor and maintain system health, identifying and resolving issues as they arise.
• Help to optimize technology investments throughout their lifecycle and liaise with software vendors.
• Evaluate ever-changing capabilities that come with regular Salesforce releases to identify opportunities for improvement and growth.
• Assist in developing and monitoring training plans for junior administrators.
• Collaborate with business stakeholders to develop business requirements for technology requests.
• Follow clients' best practices in executing responsibilities that include the planning, development, implementation and evaluation of projects; coordination of project activities; collaborating with project team members; developing measurable project goals and objectives; and monitoring progress toward achievement.

Experience & Qualifications

• 6+ years of work experience in Salesforce administration and/or analysis with a strong understanding of platform best practices.
• Strong proficiency in Salesforce Flow design and automation.
• Knowledge of Apex, Lightning Web Components (LWC), Salesforce APIs, and SOQL.
• Experience with data import/export and data management best practices.
• Understanding of how Salesforce integrates with external systems (e.g., external connected apps, API architecture, data mapping) and ability to support integration teams on the CRM side.
• Awareness of Salesforce AI features (Einstein, Agentforce) preferred.
• Previous analytic, developer, and/or project management experience is a plus.

Education/Certification

• Bachelor's degree in Computer Science, Information Systems, or a related field preferred.
• Equivalent level of education, training, and experience may be considered.
• Required: Salesforce Administrator Certification. Additional certifications preferred (e.g., Advanced Administrator, Platform App Builder).

Skills & Competencies Required

• Software: Salesforce (Sales Cloud), MS Office 365, Jira or equivalent project tracking tool
• Hardware: Standard office computing equipment and mobile devices
• Communication: Excellent communication skills - verbal and electronic
• Management: Strong management tendencies - projects and people
• Training: Skillful in the development and execution of training curricula
• Solution Development: Aptitude for identifying business problems and providing solutions
• Meeting Facilitation: Agenda preparation and leading efficient and effective meetings when needed
• Task Management: Proficient in multitasking
• Data Analysis: Advanced analytical mindset and above-average data analysis competency
• Professional Conduct: Professional conduct and communication in both in-person and virtual settings
• Coaching: Willingness to coach and be coached
• Self-Motivation: Strong in both independent and team atmospheres
• Culture Support: Adept at supporting the culture and heritage of our company

Nice to Have

• Familiarity with Salesforce AI tools or similar platform AI features
• Experience supporting integration architectures where external tools connect to Salesforce via APIs or connected apps, including ETL
• Familiarity with agile/iterative project delivery methodologies