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Salesforce, Telephony System Administrator
LowerSalesforce & Telephony Systems Administrator improving sales and service operations for Lower's DTC team. Managing CRM and telephony systems for seamless customer connections in a hybrid work setup.
Tech Stack
Tools & technologiesCloudVoIP
About the role
Key responsibilities & impact- Serve as a dedicated Salesforce administrator for Lower DTC, owning Sales Cloud and Service Cloud configuration, user management, profiles, permission sets, roles, and security.
- Build and maintain flows, validation rules, page layouts, record types, custom objects, and fields that support a high-velocity DTC sales and service environment.
- Own data quality, deduplication, imports, and ongoing hygiene to ensure Salesforce is a reliable source of truth across teams.
- Deliver real-time visibility into pipeline, contact center performance, and funnel health for sales leaders and ops.
- Serve as a primary administrator for our dialer platform: managing configuration, user setup, call routing, disposition mapping, and performance optimization.
- Play an active role in evaluating and potentially migrating to new telephony platforms.
- Maintain and optimize the bi-directional integration between our dialer and Salesforce.
- Partner in the evaluation, selection, and onboarding of an AI-powered inbound and outbound dialer platform.
- Proactively identify dialer configuration opportunities that improve connect rates, rep efficiency, and compliance posture.
- Shared accountability in the administration and health of all technology integrated with the CRM.
Requirements
What you’ll need- 4+ years of hands-on Salesforce administration experience, with demonstrated depth in Sales Cloud/Service Cloud.
- Salesforce Administrator certification highly encouraged.
- Advanced Admin, Platform App Builder, or Service Cloud Consultant certifications are strong differentiators.
- Meaningful hands-on experience administering a DTC dialer and call center platform - Conquer, Five9, NICE CXone, Genesys, or similar.
- Strong understanding of telephony concepts: call routing, IVR logic, SIP/VoIP fundamentals, compliance considerations (TCPA), and dialer-to-CRM data mapping.
- Experience managing or participating in a telephony platform migration is a significant plus.
- Strong command of Flow Builder; Apex or SOQL exposure is a meaningful differentiator.
- Self-directed and systems-minded.
- Clear communicator who can translate technical tradeoffs to non-technical stakeholders.
- Comfort working alongside AI tools and an interest in how AI can enhance CRM administration, workflow automation, and operational efficiency.
- Experience in mortgage, lending, or fintech is a plus, but not required.
Benefits
Comp & perks- Extended benefit offerings including medical/dental/vision
- Parental leave
- Life insurance
- Short- and long-term disability
- Paid holidays and paid time off
- 401K with company match
- Discount on home mortgage refinances or purchase
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Salesforce administrationSales CloudService CloudFlow BuilderApexSOQLdata qualitydeduplicationcall routingIVR logic
Soft Skills
self-directedsystems-mindedclear communicator
Certifications
Salesforce AdministratorAdvanced AdminPlatform App BuilderService Cloud Consultant