Senior Salesforce Administrator

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

📋 Description

• Oversee the comprehensive Salesforce experience for the sales team, including AEs, SDRs, and Sales Managers, across platforms such as ChiroTouch, RevolutionEHR, ClinicSource, and Doctible.

• Streamline page layouts, record types, and navigation to minimize clicks and facilitate the sales process for representatives.

• Cleanse legacy fields, stages, and process artifacts from the recent multi-brand Salesforce integration.

• Design and maintain dynamic forms, guided actions, and customizations in Lightning apps to present relevant information at each stage.

• Collaborate with sales leadership to convert process modifications into Salesforce configurations.

• Lead the assessment, design, and implementation of Salesforce Agentforce to automate repetitive sales tasks, including lead routing, follow-up reminders, data enrichment, and next-best-action prompts.

• Develop and configure Agentforce agents, topics, and actions that align with PracticeTek’s sales strategies and brief deal cycles.

• Identify significant automation opportunities throughout the funnel, encompassing lead qualification, demo scheduling, quote generation, and proposal follow-up.

• Integrate Agentforce with existing automation tools (Flows, Outreach sequences) to prevent duplication and ensure a unified experience.

• Measure and report on the adoption of Agentforce, time savings, and its effect on pipeline velocity.

• Manage and optimize a vast library of active Flows by auditing for redundancy, consolidating when feasible, and ensuring scalability performance.

• Maintain and troubleshoot Apex triggers while collaborating with developers on code-level modifications across a substantial codebase.

• Govern validation rules to balance data quality enforcement with sales usability.

• Transition remaining Workflow Rules and Process Builders to Flow where applicable.

• Document all automation in a centralized inventory, including business purpose, affected objects, and ownership.

• Drive data cleanliness initiatives to rectify legacy records from the multi-brand migration, addressing inconsistent stages, orphaned records, and duplicate accounts.

• Ensure that custom object data flows properly from lead creation to opportunity closure.

• Collaborate with SalesOps on funnel metrics and conversion rates by brand.

• Rationalize and consolidate numerous permission sets and profiles using permission set groups.

• Manage user provisioning, role hierarchy adjustments, and territory assignments across vertical-based sales teams.

• Ensure field-level security and sharing rules align with multi-brand data access requirements.

• Oversee sandbox environments for testing and deployment.

⛳️ Requirements

• A minimum of 4 years of practical Salesforce Administration experience in a sales-oriented environment, preferably within B2B SaaS.

• Salesforce Administrator certification (ADM 201) is required; Advanced Administrator (ADM 211) is highly preferred.

• Extensive expertise in Flow Builder, with experience in building and managing complex record-triggered, screen, and autolaunched flows at scale.

• Strong grasp of Apex triggers and classes; capable of reading, troubleshooting, and collaborating with developers on code-level modifications (writing Apex from scratch is not necessary, but understanding it is essential).

• Experience managing a large, enterprise-scale Salesforce organization with a significant user base and extensive customization.

• Demonstrated ability to simplify intricate processes; passionate about minimizing clicks and enhancing system intuitiveness for sales representatives.

• Experience with custom quote/proposal workflows.

• Excellent communication skills; able to bridge the gap between sales leadership requests and technical implementations.

• Familiarity with or strong interest in Salesforce Agentforce, Einstein AI, or Copilot features (preferred).

• Platform Developer I certification or equivalent knowledge of Apex/LWC (preferred).

• Experience with Zuora billing integration, DocuSign, or other B2B SaaS tools (preferred).

• Familiarity with Outreach or similar sales engagement platforms and their Salesforce synchronization (preferred).

• Background in healthcare SaaS, practice management, or EHR software (preferred).

• Experience with multi-brand or multi-business unit Salesforce consolidation/migration projects (preferred).

• Knowledge of DLRS, Salesforce DevOps tools, and best practices for change set/metadata deployment (preferred).

🏝️ Benefits

• Health Care Plan (Medical, Dental & Vision)

• Retirement Plan (401k, IRA)

• Life Insurance (Basic, Voluntary & AD&D)

• Paid Time Off (Vacation, Sick & Public Holidays)

• Family Leave (Maternity, Paternity)

• Short Term & Long Term Disability

• Training & Development

• Free Food & Snacks

• Wellness Resources