Salesforce Administrator

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

📋 Description

• Manage the complete Salesforce user lifecycle, encompassing provisioning, access assignments, offboarding, and record reassignment.

• Address issues related to access, permissions, logins, MFA, connectors, DocuSign, and Rocketlane.

• Uphold the Salesforce role hierarchy and manage relationships with supervisors.

• Develop, sustain, and troubleshoot declarative automation that supports processes such as lead conversion, opportunity and renewal management, CSAT, trials, and site-key functionalities.

• Oversee approval processes and correct routing logic.

• Administer Salesforce objects, fields, picklists, page layouts, record types, and modifications to product catalogs.

• Address and resolve lead conversion and routing challenges.

• Provide support for Conga Composer and DocuSign contract generation as well as e-signature workflows.

• Ensure the integrity of opportunity and renewal data, which includes ownership, price rollups, revenue splits, subsidiary assignments, and product line items.

• Perform data imports, maintain list hygiene, update campaign members, manage archival updates, and execute bulk record changes.

• Create and manage reports, dashboards, and custom report types.

• Serve as the first line of support for Salesforce integrations and associated GTM applications, monitoring synchronization errors, certificates, connections, and field mappings.

• Confirm that fields and processes are consistently aligned across integrated systems.

• Manage the Ask RevOps support queue and implement root-cause solutions.

• Collaborate with Sales, Marketing, Client Success, Professional Services, and Finance stakeholders on prioritized sprint initiatives.

• Automate or standardize ongoing manual processes.

• Draft requirements and acceptance criteria for outsourced development and architectural projects.

• Oversee user acceptance testing (UAT), sandbox testing, and the production deployment of completed work.

• Maintain sandbox environments and ensure release hygiene.

• Assess Salesforce releases and evaluate platform features.

• Ensure adherence to security and data privacy regulations.

• Monitor system performance and proactively tackle issues.

⛳️ Requirements

• 3–5+ years of direct experience as a Salesforce Administrator in a B2B SaaS setting.

• Knowledge of subscription models and renewal lifecycles.

• Advanced expertise with Salesforce Flow, including the ability to debug and refine existing flows.

• Experience with validation rules, formula fields, and approval processes.

• Strong background with profiles, permission set groups, role hierarchy, sharing settings, and SSO/SCIM-based provisioning.

• Familiarity with quote-to-cash tools like Conga Composer and DocuSign.

• Experience in lead routing and conversion.

• Proficient in using Data Loader, Data Import Wizard, or similar data loading and cleanup utilities.

• Comfortable working with spreadsheets to prepare and reconcile data.

• Proven ability to manage a support queue, troubleshoot issues, prioritize tasks, communicate effectively in writing, and document resolutions.

• Salesforce Administrator (ADM-201) certification is mandatory.

• Advanced Administrator or Platform App Builder certification is highly preferred.

• Experience with integration platforms such as Celigo, Workato, or MuleSoft is preferred.

• Familiarity with HubSpot, Rocketlane, Cloud Coach, ChurnZero, Chorus, and Outreach is preferred.

• Ability to read Apex code and comprehend existing triggers and classes; writing Apex or LWC is not necessary.

• Experience with external Salesforce architecture/development partners, sandbox-to-production deployment, and UAT is preferred.

• Experience with NetSuite-connected order-to-cash processes and multi-entity or post-acquisition Salesforce environments is preferred.

• A Bachelor's degree or equivalent experience is preferred.

• Must be a U.S. permanent resident and maintain current U.S. residency.

🏝️ Benefits

• Competitive benefit packages.

• Opportunities for professional growth and development.

• A collaborative work culture.

• Potential for career advancement.

• Commitment to equal employment opportunities.

• Reasonable accommodations provided for individuals with disabilities or special needs.