Senior Salesforce Platform Administrator, Conga, DocuSign

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

📋 Description

• Develop and sustain document templates.

• Set up automated document generation processes.

• Assist with contract lifecycle management.

• Diagnose and resolve template merging issues.

• Enhance the performance of document generation.

• Collaborate with the Legal and Operations teams on document improvements.

• Oversee template governance and version control.

• Manage and support the Salesforce platform across various business units.

• Configure objects, fields, page layouts, Lightning Record Pages, validation rules, approval processes, flows, permission sets, profiles, sharing rules, queues, public groups, and custom metadata.

• Conduct user provisioning, role management, security administration, and license oversight.

• Monitor the health of the platform and proactively seek optimization opportunities.

• Address production incidents and resolve user-reported issues.

• Assist with release management, regression testing, and deployment coordination.

• Act as the primary administrator for the enterprise Conga platform.

• Manage the integration of DocuSign eSignature with Salesforce.

• Create and sustain DocuSign envelopes.

• Set up routing rules.

• Develop scalable Salesforce Flows.

• Engage in change management initiatives.

• Provide Tier II/Tier III support for Salesforce.

• Train end users on new functionalities.

⛳️ Requirements

• Over 5 years of experience in Salesforce Administration.

• Salesforce Administrator Certification required.

• More than 3 years of experience administering Conga products and DocuSign.

• Practical experience with Salesforce Lightning, Flow Builder, Validation Rules, Approval Processes, Reports & Dashboards, Security Model, Permission Sets, and Sharing Rules.

• Experience in supporting enterprise production environments.

• Excellent troubleshooting, analytical, communication, and customer service abilities.

• Preferred Qualifications:

• Salesforce Advanced Administrator and/or Salesforce Business Analyst Certification.

• Conga and/or DocuSign Certification.

• Background in Financial Services, Banking, Lending, or Financial Services Cloud (FSC).

• Familiarity with Agile delivery methodologies and collaboration with Product Owners and Engineering teams.

• Knowledge of Git, Copado, Gearset, release management, and regulated environments.

• Experience with UAT, sandbox management, and enterprise platform support.

• Preferred Technical Experience:

• Salesforce Lightning, Flow Builder, Reports & Dashboards.

• Conga Composer, Contracts, Batch, and Trigger.

• DocuSign for Salesforce.

• Data Loader, Workbench, and SOQL.

• Copado or Gearset.

• Jira, Confluence, and Microsoft Office.

• Experience with API integrations, enterprise document lifecycle management, and Salesforce Shield.

🏝️ Benefits

• Comprehensive Medical/Rx/Dental/Vision coverage for employees and their eligible family members.

• Competitive PTO and vacation policies.

• One Friday off each month for Wellness Weekends.

• Company 401(k) plan with employer contributions after one year.

• Company-sponsored training and certification opportunities.

• Quarterly award ceremonies recognizing top performers with additional bonuses.

• Continuous volunteer opportunities to contribute to the community through our BHG Cares program.