ERP System Administrator, Salesforce

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the primary administrator and subject-matter authority for Salesforce.

• Manage Salesforce security settings, sharing protocols, profiles, permission sets, and overall organizational configuration.

• Collaborate with business leaders to prioritize enhancements and develop the Salesforce roadmap.

• Convert business needs into solutions by utilizing custom objects, Flow, approval processes, validation rules, and Lightning pages.

• Configure and streamline the entire professional services lifecycle from opportunity through to project, resource request, assignment, timecard, approval, and invoicing.

• Provide support for Certinia PSA and associated modules, which include projects, milestones, resource management, timecards, expenses, and billing events.

• Establish and uphold standards for change management, naming conventions, documentation, sandbox usage, and release management.

• Lead initiatives focused on data quality, deduplication, migrations, and integrity.

• Oversee large-scale data operations utilizing Data Loader or similar tools.

• Create executive reports and dashboards that encompass pipeline, utilization, bench, backlog, project margin, and billing metrics.

• Coordinate integrations with Microsoft 365, e-signature platforms, ERP and finance systems, IT, and implementation partners.

• Assess and manage AppExchange packages.

• Provide mentorship to junior administrators and power users.

• Spearhead user training and adoption initiatives.

• Serve as the primary escalation point for Salesforce support issues.

• Evaluate Salesforce and Certinia releases and implement features that provide business value.

• Act as a liaison among functional process owners, technical resources, external consultants, and Finance leadership.

⛳️ Requirements

• Bachelor’s Degree or equivalent qualifications.

• Minimum of 5 years of direct Salesforce administration experience, including management of a complex, multi-department organization.

• Possession of an active Salesforce certification (e.g., Platform Administrator, Advanced Administrator, or Platform App Builder).

• In-depth knowledge of Flow, security and sharing models, reports and dashboards, and data management tools.

• Demonstrated experience in leading requirements gathering, solution design, and overseeing releases from inception to completion.

• Strong communication skills, with the ability to influence stakeholders and articulate technical trade-offs to non-technical leaders.

• Proficiency in thoroughly documenting requirements, conceptual designs, and end-to-end processes.

• Essential project management skills, including planning and tracking principles; risk identification, assessment, tracking, and mitigation.

• Proven ability to fulfill the responsibilities outlined above.

• Quick adaptability to understand existing ERP implementations and current business processes surrounding installed applications/modules.

• Flexibility to adapt to changes seamlessly.

• Strong analytical and problem-solving abilities.

• Excellent verbal and written communication skills.

• Exceptional interpersonal and customer service abilities.

• Outstanding organizational skills and attention to detail.

• Initiative to complete projects, tasks, and assignments effectively.

• Ability to apply Verista values in professional scenarios.

• Preferred: experience with Certinia (formerly FinancialForce), particularly PSA, resource management, timecards, and billing.

• Preferred: experience within a professional services organization.

• Preferred: familiarity with Tableau, including Tableau CRM / CRM Analytics.

• Preferred: experience with AI integrations such as Salesforce Agentforce, Einstein features, or third-party AI tools and large language models.

• Preferred: Advanced Administrator, Platform App Builder, or Certinia certifications.

• Preferred: exposure to life sciences or other regulated industries.

• Preferred: understanding of REST APIs, middleware, Apex, or LWC.

🏝️ Benefits

• High growth potential in a fast-paced organization with a focus on people.

• Competitive salary along with performance-based incentive programs.

• Company-sponsored Life, Short-Term, and Long-Term Disability Insurance.

• Comprehensive Medical, Dental & Vision insurance options.

• Flexible Spending Account (FSA), Dependent Care Account (DCARE), and Commuter Benefits.

• Additional coverage options for Life, Hospital, Critical Illness, and Legal Insurance.

• Health Savings Account (HSA) available.

• 401(k) Retirement Plan with Employer Matching benefits.

• Paid Time Off (with rollover option) and designated holidays.

• Sick time as needed.

• Tuition Reimbursement program.

• Engaging team social activities (we believe in having fun!).

• Employee recognition initiatives.

• Employee Referral Program.

• Paid Parental Leave and Bereavement leave.