Associate, Salesforce Administration

First Help Financial

Associate, Salesforce Administration role at First Help Financial managing sales processes and supporting efficiency. Administering Salesforce and collaborating with sales and management teams.

Posted 5/11/2026full-timeRemote • Massachusetts • 🇺🇸 United StatesJuniorMid-Level💰 $67,808 per yearWebsite

Tech Stack

Tools & technologies

CloudSFDC

About the role

Key responsibilities & impact

Own day-to-day Salesforce administration for the sales organization
Manage the Salesforce enhancement backlog, prioritize requests, and maintain a delivery roadmap
Administer users, profiles, roles, permission sets, and security model
Build and maintain reports and dashboards used by Sales leadership and field teams
Gather enhancement ideas monthly through structured feedback from users and management
Translate business requirements into clear technical requirements
Partner with the FHF Technology team as an Agile stakeholder on Salesforce-related initiatives
Troubleshoot user issues and system defects as the Salesforce SME for Sales
Support and maintain integrations and tools, including: Salesforce Maps, Pardot / Marketing Cloud Account Engagement, DocuSign, Roll-Up Helper, Sigma and other integrations
Coordinate and collate reporting from different data sources: (LOS, Sigma, Funding Dashboard, etc)
Work with Sales VP and Sales Ops Manager to study existing metrics and develop future metrics to optimize sales performance
Work with Sales VP and Sales Ops Manager to analyze sales process and identify gaps
Analyze overall sales data for growth and improvement opportunities

Requirements

What you’ll need

Bachelor's Degree required
Active/Current Salesforce.com Administrator Certification required
2+ years of Salesforce administration experience in a business environment, with an understanding of different business units and what they need
Proven experience designing and administering Salesforce solutions, including custom objects, custom fields, picklists, page layouts, Flows, approval processes, validation rules, custom tabs, reports, dashboards, and email templates in alignment with Salesforce best practices
Will eventually own and administer key tools and integrations, including: Salesforce Maps, Territory Management, Pardot, Sigma integrations, Rollup Helper, and DocuSign (prior experience not required)
Customer service-focused, energetic personality, professionalism, and a desire to assist
Strong interpersonal and teamwork skills
Excellent written and verbal communication skills
Strong computer skills (knowledge of Microsoft Excel, PowerPoint, and Word)

Benefits

Comp & perks

Great Perks – We offer generous salaries, competitive health and welfare benefits, paid vacation, 401(k) match, tuition reimbursement, quarterly social outings, monthly lunches, a robust employee recognition, and training development program to enhance your career with us.
Culture - We are believers in maintaining a healthy work-life balance. While we work hard and care deeply about our customers and partners, we want you to have room for your family, friends, and yourself.
Growth - Company growth provides unprecedented career growth. FHF’s extraordinary year over year growth in revenue and new markets provides opportunity for you to establish and develop your career growth. We engage each employee to build a career plan that benefits everyone and we have a proven record of investing in you.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Salesforce administrationcustom objectscustom fieldspicklistspage layoutsFlowsapproval processesvalidation rulesreportsdashboards

Soft Skills

customer serviceinterpersonal skillsteamworkwritten communicationverbal communicationprofessionalismenergetic personalitydesire to assist

Certifications

Salesforce.com Administrator CertificationBachelor's Degree