Salesforce Platform Operations – Enablement Specialist

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

📋 Description

• Carry out advanced Salesforce administration tasks, including user setup, access and security management, permissions, troubleshooting, production support, and continuous platform maintenance.

• Craft and implement declarative Salesforce solutions utilizing Flow, Lightning pages, Dynamic Forms, validation rules, reports, dashboards, and various other platform features.

• Assist in platform enhancements and projects by configuring, clarifying requirements, testing, preparing for releases, validating deployments, and providing post-release support.

• Conduct data loads, corrections, reconciliations, duplicate management, cleanup, and other activities aimed at enhancing data quality and platform reliability.

• Diagnose platform, workflow, access, and data issues, collaborating with Engineering and other technology teams on complex technical requirements.

• Develop and maintain platform documentation, process guidelines, release communications, job aids, Salesforce Knowledge content, and additional user resources.

• Promote user readiness and adoption through training, guidance, issue resolution, and self-service resources.

• Recognize recurring issues, process deficiencies, and opportunities to enhance platform usability, operational processes, and user experience.

• Collaborate with Product, Engineering, Technology, and business units to deliver scalable and maintainable Salesforce solutions and assist in ongoing platform modernization.

⛳️ Requirements

• Bachelor’s degree in Information Systems, Business, Computer Science, or a related discipline.

• A minimum of 4–7 years of experience in Salesforce administration or platform operations.

• Salesforce Advanced Administrator and Platform App Builder certifications are mandatory.

• Strong practical experience with Salesforce Lightning Experience, Flow, security and access management, reports, dashboards, and declarative configuration.

• Proven experience in designing, configuring, troubleshooting, and maintaining complex Flow automation that supports business-critical processes.

• Experience in data management, including data loads, corrections, reconciliation, duplicate management, and data quality processes.

• Background in supporting UAT, regression testing, release readiness, deployment validation, and production support.

• Excellent analytical, troubleshooting, documentation, and organizational skills, with a keen attention to detail and follow-through.

• Outstanding written and verbal communication skills, capable of effectively engaging with both business and technical stakeholders.

• Ability to work independently while closely collaborating within a Salesforce product team and across cross-functional teams.

• This position permits remote work for candidates located in approved employment states where William Blair has an office presence.

• Preferred: Experience in Wealth Management or financial services.

• Preferred: Familiarity with Financial Services Cloud, Data 360, Marketing Cloud, and enterprise data and integration patterns.

• Preferred: Experience with DocuSign, OwnBackup, Informatica, or similar platforms.

• Preferred: Knowledge of advanced analytics, automation, and emerging Salesforce AI capabilities.

🏝️ Benefits

• Discretionary annual bonus based on company, business unit, and individual performance, and/or commission-based incentives.

• Medical, dental, and vision coverage.

• Employer-paid short- and long-term disability insurance.

• Employer-paid life insurance.

• 401(k).

• Profit sharing.

• Paid time off.

• Maven family and fertility benefits.

• Parental leave, including adoption, surrogacy, and foster placement.

• Additional voluntary benefits.

• Eligible for remote work for candidates residing in approved employment states where William Blair maintains an office presence.