Salesforce BA/Admin – Sales Cloud, Agentforce
Tech Holding
contract
Posted on:
Location Type: Remote
Location: United States
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About the role
- Partner directly with sales ops, sales leadership, and operations to elicit, document, and prioritize Salesforce requirements
- Translate business processes and questions into clearly defined Salesforce configurations, flows, and data models
- Facilitate requirements workshops and document user stories, acceptance criteria, and process flows
- Serve as the ongoing bridge between business stakeholders and technical delivery — reducing the need for IT hand-holding
- Identify process gaps and proactively recommend Salesforce-native solutions to improve pipeline visibility, activity tracking, and forecasting
- Own day-to-day Salesforce administration — user management, profiles, roles, permission sets, and security model
- Configure and maintain Sales Cloud objects, fields, page layouts, record types, and validation rules
- Build and maintain automation using Flow Builder, process builder, and approval processes
- Manage sandbox environments, change sets, and deployment processes across dev, staging, and production
- Evaluate and manage AppExchange packages and managed package installations
- Support the Salesforce–ClientSpace integration currently in development (API-based trigger logic)
- Build and maintain reports and dashboards for sales leadership covering pipeline, activity, conversion, and forecasting
- Design cross-object reports, summary formula fields, and custom report types to answer complex business questions
- Enable sales leadership and RevOps to self-serve data without heavy IT involvement
- Familiarity with CRM Analytics (Einstein Analytics / Tableau CRM) a strong plus
- Configure and deploy Agentforce AI agents within Sales Cloud — building agent actions, prompt templates, and grounding data
- Enable and tune Einstein features including Lead Scoring, Opportunity Insights, and Activity Capture
- Stay current on Salesforce AI roadmap and proactively recommend AI capabilities that align with Questco's RevOps goals
- Collaborate with the operations and sales functions and the broader technology organization
- Flag customizations that exceed declarative limits and coordinate handoffs to developers when needed
- Maintain platform documentation including data dictionary, process maps, and release notes
- Participate in release planning, sprint reviews, and stakeholder demos
Requirements
- Salesforce Administrator certification (ADM-201) required; Advanced Admin (ADM-211) or Platform App Builder a strong plus
- 5+ years hands-on Salesforce administration experience in a Sales Cloud environment
- Demonstrated business analysis experience — requirements gathering, user story writing, and stakeholder facilitation
- Deep expertise building reports and dashboards for sales leadership: cross-object reports, summary formulas, custom report types
- Proven experience with Flow Builder, custom objects/fields, validation rules, and page layouts
- Hands-on Agentforce experience — building, configuring, and deploying AI agents in Sales Cloud
- Familiarity with Einstein features: Lead Scoring, Opportunity Insights, Activity Capture
- Comfortable working with prompt templates, agent actions, and grounding data for AI use cases
- Experience with sandbox management, change sets, and deployment processes
- Strong requirements-gathering skills — able to work directly with sales ops, sales leadership, and RevOps
- Self-directed; comfortable in a fast-moving, PE-backed environment with limited hand-holding
- Clear communicator who can translate technical constraints into business-friendly language
- Bachelor's degree in Business, Information Systems, Computer Science, or equivalent experience
- Availability to work in US CST/EST time zones
Benefits
- Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time
- Tech Holding is proud to be an Equal Opportunity Employer and is committed to fostering a diverse and inclusive workplace. We welcome applicants from all backgrounds and experiences, and we consider qualified applicants without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected characteristic.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Salesforce administrationSales CloudFlow Buildercustom objectsvalidation rulesreportsdashboardsAgentforceEinstein featuresAPI-based integration
Soft Skills
business analysisrequirements gatheringstakeholder facilitationclear communicationself-directedproblem-solvingcollaborationorganizational skillsadaptabilityfacilitation
Certifications
Salesforce Administrator (ADM-201)Advanced Admin (ADM-211)Platform App Builder