Senior Salesforce Administrator

Responsibilities

• Design, configure, test, deploy, and maintain complex declarative Salesforce solutions using Flow, custom objects and fields, record types, Lightning pages, validation rules, formulas, queues, assignment rules, approval processes, and related platform capabilities.
• Evaluate business requests, recommend practical solution options, and balance user experience, scalability, security, technical debt, and long-term maintainability.
• Extend and support Salesforce Financial Services Cloud and Service Cloud capabilities in alignment with enterprise architecture and platform standards.
• Identify when requirements exceed declarative capabilities and partner with architects and developers to define custom-development needs and acceptance criteria.
• Partner with agency-operations subject-matter experts to understand and improve producer onboarding, contracting, licensing, appointments, hierarchy, profile maintenance, and service workflows.
• Translate business processes and regulatory or operational requirements into user stories, configuration designs, process maps, and testable acceptance criteria.
• Facilitate solution reviews, demonstrations, and user-acceptance testing with technical and non-technical stakeholders.
• Recommend process improvements and standardization opportunities rather than simply automating existing practices.
• Configure and optimize Service Console, case-management workflows, Omni-Channel routing, queues, assignment rules, entitlements or service processes, and automation frameworks.
• Support Salesforce Experience Cloud, including portal configuration, user access, sharing, navigation, and Lightning-based experiences.
• Administer and support managed packages such as AgentSync, including configuration, release-impact assessment, troubleshooting, and vendor coordination.
• Administer profiles, permission sets and groups, roles, sharing rules, external-user access, and field-level security using least-privilege principles.
• Maintain data quality through validation, duplicate-management practices, monitoring, reconciliation, and partnership with data and integration teams.
• Perform impact analysis for configuration changes, integrations, managed-package upgrades, and Salesforce seasonal releases.
• Establish and follow standards for naming, documentation, reusable automation, configuration ownership, and platform health.
• Coordinate configuration changes and deployments across development, test, and production environments using Flosum and Azure DevOps (ADO).
• Participate in backlog refinement, sprint planning, daily standups, demonstrations, retrospectives, and production-release activities.
• Troubleshoot complex platform, access, automation, data, and integration issues; perform root-cause analysis and drive issues to resolution.
• Develop and maintain solution documentation, configuration inventories, runbooks, release notes, and knowledge-transfer materials.

Qualifications

• 6+ years of hands-on Salesforce administration and declarative solution-delivery experience, including ownership of complex enterprise implementations or production platforms.
• Advanced experience with Flow and Salesforce automation, including record-triggered, screen, scheduled, and subflow patterns; strong ability to troubleshoot order-of-execution and automation interactions.
• Experience configuring Service Console, case-management processes, security and sharing, reports and dashboards, data management, and Lightning App Builder.
• Experience with Salesforce Financial Services Cloud or another complex Salesforce industry-cloud implementation.
• Demonstrated ability to lead requirements discovery, challenge unclear requirements, propose solution options, and communicate tradeoffs to business and technical audiences.
• Experience working in Agile product-delivery teams and coordinating changes through structured testing and release processes.
• Strong analytical, documentation, communication, and stakeholder-management skills.
• Able to work independently, manage competing priorities, and collaborate effectively across cross-functional teams.
• Required experience in the life and annuity insurance industry, including hands-on knowledge of agency or distribution operations.
• Working knowledge of producer onboarding, contracting, licensing and appointments, background-check workflows, agency and producer hierarchies, and related compliance or suitability processes.

Preferred Qualifications

• Experience implementing or supporting Salesforce Experience Cloud portals and external-user security models.
• Experience administering or integrating AgentSync or a comparable producer-management platform.
• Experience with Flosum, Azure DevOps, Salesforce DevOps practices, source control, and coordinated enterprise releases.
• Experience with enterprise integrations and the ability to troubleshoot data movement and system-of-record boundaries.
• Familiarity with Salesforce Data Cloud and data-governance concepts.
• Salesforce Administrator certification required or strongly preferred; Advanced Administrator, Platform App Builder, Service Cloud Consultant, or Financial Services Cloud credentials.