Salesforce Administrator

• Own and strategically evolve the Success and Support instance of Salesforce, ensuring it delivers scalable, high-quality, and future-ready solutions that enable business outcomes.
• Act as the governing authority of Salesforce by defining the target architecture, solution direction, and design principles, and ensuring all work delivered across Business Analysts, development teams, and supporting product resources aligns to all best practices of Salesforce.
• Accountable for building and continuously maturing a best-in-class instance of the Salesforce for Calix by leveraging standard platform capabilities, minimizing unnecessary customization, and driving solution decisions that maximize agility, speed, maintainability, and long-term value.
• Maintain a deep and current command of trends, emerging technologies and industry best practices, translating that knowledge into a roadmap that keeps Calix’s internal capabilities ahead of the business demand.
• Operate in close partnership with the IT organization, bridging strategic intent and technical execution, and serve as the connective tissue between platform capability decisions and the teams responsible for building, maintaining and scaling the underlying infrastructure.

Technology Product Manager, Salesforce

• Administer and support Drata’s Salesforce instance and supporting systems
• Contribute as part of the GTM Systems team to implement roadmap initiatives
• Maintain and optimize CPQ, pricing, quoting, and opportunity workflows
• Manage pre-production and production environments, deploy changes, and ensure integrity of changes made to production systems
• Maintain field hygiene, object architecture, and data governance standards
• Troubleshoot system issues and perform root cause analysis
• Ensure documentation and user training materials are updated
• Support integrations and data flows between Salesforce and external systems
• Build and maintain reports and dashboards that support pipeline management
• Conduct regular system audits and health checks
• Collaborate with IT, security, and compliance teams to ensure proper role-based access and system availability
• Stay current with Salesforce platform changes

Senior Salesforce Administrator

• Identify and target net-new enterprise and mid-market accounts
• Engage prospects with industry-specific messaging
• Qualify opportunities using BANT / MEDDICC-lite
• Schedule discovery calls for Account Executives
• Work on named account lists (50–100 accounts)
• Align with Salesforce AEs and Partner teams
• Maintain accurate records in Salesforce CRM
• Capture insights on customer challenges

Principal Consultant – Salesforce Business Development Manager

• Design and develop advanced customizations utilizing Salesforce and Service Cloud
• Continuously monitor data quality and integrity
• Integrate multiple technologies with Salesforce and Service Cloud
• Participation in all aspects of our Agile Project Methodology
• Partner with QA to ensure quality solutions are delivered
• Mentor developers and help expand the use and value of the Salesforce platform and ensure adherence to design and architectural guidelines
• Oversee code reviews
• Collaborate and manage technical project team members
• Map functional requirements to Salesforce.com features and functionality
• Disseminate best practices on solution positioning and delivery

AVP, Salesforce Development Manager

• Elicit, document, and validate business requirements through interviews, workshops, and stakeholder collaboration
• Translate business needs into functional requirements, user stories, and clearly defined non-functional requirements
• Conduct detailed business analysis to convert business challenges into clear, actionable specifications
• Create and maintain BRDs, FRDs, process flows, and solution documentation
• Support UAT planning and execution, including documentation of test cases and acceptance criteria
• Analyze business requirements, assess Salesforce platform capabilities, and recommend efficient solutions leveraging native functionality and automation
• Assist in designing and improving Salesforce workflows, approval processes, and basic automation
• Configure Salesforce features including fields, page layouts, record types, reports, and dashboards
• Support user onboarding, access management, and basic security (profiles, permission sets)
• Provide first-level Salesforce user support and basic troubleshooting
• Collaborate with system integrators and third-party consultants across implementation and support phases
• Provide user training, documentation, and post-implementation support
• Maintain up-to-date documentation for system changes and business processes

• Design, build, and maintain Salesforce declarative customizations and automations, including Flows, validation rules, and page layouts
• Develop a deep understanding of Consumer and Commercial Banking operations to lead complex initiatives and integrations that enhance sales and service capabilities
• Participate in all phases of the Agile project lifecycle, including planning, development, testing, deployment, and change management
• Perform core Salesforce administration activities, including: User and role management, reports and dashboards, and support of Agile workflows
• Manage nCino-specific platform functionality, including package maintenance, configuration, customization, LOS support, and banking system integrations
• Promote adoption of Salesforce and nCino features through user training sessions, webinars, and documentation
• Serve as a liaison between business users and IT by gathering requirements, performing business analysis, and providing day-to-day user support and troubleshooting
• Partner with Commercial Lending, Credit Administration, and other business teams to identify opportunities for process improvement and enhanced business outcomes
• Monitor and analyze user adoption metrics; proactively address gaps through targeted training, communication, system enhancements, or collaboration with the nCino Business Systems Analyst
• Collaborate with business stakeholders and IT teams to ensure successful product releases, upgrades, and ongoing platform enhancements

• Own and lead the RMI Salesforce ecosystem in partnership with our Development, Corporate Engagement and Influence Teams.
• Provide technical and strategic leadership for Salesforce, Marketing Cloud, and Salesforce integrations.
• Serve as a cross-functional technical leader, driving CRM strategy, system optimization, data integrity, process improvement, and Salesforce integration architecture.
• Support portfolio level goals in line with internal client team norms and operational plans for relationship and pipeline management.
• Lead end-to-end project management for all Salesforce enhancements.
• Drive Salesforce adoption, data quality improvements, data enhancement, and business process optimization.
• Develop documentation, business processes, best practices, and user training programs.
• Oversee platform maintenance, releases, storage management, and license optimization.
• Ensure system reliability, data integrity, and security.
• Manage vendor relationships and contracts related to Salesforce and connected tools.
• Design and maintain internal CRM dashboards and reports to support fundraising, communications, programs, and operations.
• Own Salesforce integration strategy and manage integration development resources.

• Own day-to-day administration of our Salesforce org, including user management, permissions, profiles, roles, and security
• Use AI to accelerate admin work, from drafting documentation and validation rule logic to triaging requests and identifying automation opportunities
• Build and maintain declarative automation (Flows, validation rules, approval processes, dynamic forms)
• Administer Salesforce CPQ: product catalog, price books, bundles, discount schedules, and approval workflows
• Triage and resolve incoming Salesforce requests with clear communication and quick follow-through
• Own projects end to end, from gathering requirements with stakeholders through design, build, testing, documentation, and rollout
• Manage release cycles including sandbox refreshes, deployments, and change set hygiene, working within our CI/CD pipeline to ship changes safely and predictably
• Partner with developers and architects on data integrity, integration health, and technical debt cleanup
• Document configurations, processes, and decisions so the team can scale without losing context
• Support our GTM teams with training, enablement, and clear answers when things break
• Participate in agile ceremonies including sprint planning, standups, retros, and demos, and contribute to a healthy, predictable delivery rhythm
• Serve as scrum master as part of the team's regular rotation, facilitating ceremonies, unblocking the team, and keeping work moving sprint over sprint.

Salesforce Administrator jobs in California

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Technology Product Manager, Salesforce

Senior Salesforce Administrator

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Salesforce Administrator

Salesforce Administrator

Senior Salesforce Administrator