Salesforce Platform Lead

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

📋 Description

• Act as the main administrator and technical steward for the Salesforce platform.

• Oversee user setup, roles, profiles, permission sets, security access, queues, public groups, and associated administrative tasks.

• Address user-generated tickets, support inquiries, system questions, and reported problems.

• Diagnose and resolve bugs, configuration issues, data problems, user access challenges, automation errors, and system defects.

• Manage Salesforce configuration, including objects, fields, Lightning record pages, record types, validation rules, flows, reports, dashboards, and list views.

• Track system performance, user engagement, data integrity, and overall platform wellness.

• Assist with Salesforce releases, sandbox testing, change management, and deployment activities.

• Maintain documentation related to system configuration, business processes, data definitions, and support protocols.

• Lead and implement small to mid-sized Salesforce enhancement projects from initiation to execution.

• Collaborate with stakeholders to comprehend business needs and convert them into effective, scalable Salesforce solutions.

• Configure and upgrade Salesforce using declarative tools, including Flow, dynamic forms, page layouts, validation rules, approval processes, reports, and dashboards.

• Facilitate Salesforce integrations with other business systems through requirements gathering, testing, troubleshooting, and vendor coordination.

• Assess the impact of requested changes on processes, data, reporting, user experience, integrations, and downstream systems.

• Assist with user acceptance testing, deployment planning, training documentation, and post-launch support.

• Identify opportunities for process simplification, reduction of technical debt, enhancement of user experience, and increase of Salesforce adoption.

• Own and refine Salesforce data quality standards, including field usage, duplicate management, naming conventions, data completeness, and reporting accuracy.

• Collaborate with business leaders to define and uphold data definitions, field governance, and reporting standards.

• Support data imports, exports, updates, cleanup, deduplication, and migration tasks.

• Ensure platform modifications facilitate accurate pipeline management, forecasting, reporting, and business decision-making.

• Serve as a trusted Salesforce advisor to business stakeholders.

• Guide users toward sustainable, secure, user-friendly, and maintainable solutions.

• Stay updated on Salesforce releases, features, best practices, and platform capabilities.

• Collaborate with IT, consultants, vendors, and business teams to ensure solutions are designed, tested, documented, and adopted effectively.

• Support mission-critical energy efficiency and infrastructure solutions for educational institutions and government agencies.

⛳️ Requirements

• Bachelor’s degree in Information Systems, Management Information Systems, Computer Science, Business Administration, Information Technology, Data Analytics, or a related field is preferred.

• Five or more years of practical Salesforce administration experience.

• Salesforce Administrator certification is mandatory.

• Extensive experience configuring Salesforce Sales Cloud and/or Service Cloud.

• Proficiency in managing users, permissions, roles, profiles, permission sets, objects, fields, page layouts, record types, validation rules, reports, dashboards, and Lightning pages.

• Practical experience in building and troubleshooting Salesforce Flows.

• Experience supporting business users through tickets, issue resolution, enhancement requests, and system training.

• Capability to translate business requirements into scalable Salesforce configurations.

• Strong understanding of Salesforce data model, security model, automation tools, reporting, and platform governance.

• Solid data quality mindset, including experience with data cleanup, deduplication, field governance, and reporting accuracy.

• Ability to assess requests and recommend best-practice solutions.

• Strong problem-solving capabilities and the ability to troubleshoot system issues independently.

• Excellent communication skills with both technical and non-technical stakeholders.

• Ability to manage multiple priorities, support requests, and enhancement projects simultaneously.

• Salesforce Advanced Administrator certification is preferred.

• Experience with Salesforce integrations, APIs, middleware, or third-party connected applications is preferred.

• Experience working with sales operations, sales processes, pipeline management, forecasting, or CRM governance is preferred.

• Experience supporting Salesforce in a multi-region or multi-business-unit environment is preferred.

• Experience creating training materials, process documentation, release notes, and user guides is preferred.

• Experience working with sandbox environments, change sets, DevOps tools, or structured deployment processes is preferred.

• Exposure to Salesforce architecture principles, including scalable data models, automation strategy, security design, and integration patterns is preferred.

🏝️ Benefits

• Opportunities for professional growth and development programs, including tuition reimbursement.

• Comprehensive health, dental, and vision insurance plans, along with wellness plans for employees and their families.

• Life insurance, short-term disability, long-term disability, and supplemental benefits.

• 401(k) Savings Plan.

• Nine paid holidays, including three floating holidays.

• Paid vacation and personal/sick leave.

• Paid parental leave for the birth, adoption, or placement of a child/children.

• Highly competitive salaries and incentive structures.

• Remote work arrangements.

• Occasional travel may be required.