Salesforce Administrator

• Administer, configure, and maintain Salesforce platform functionality, including security, profiles, permission sets, flows, validation rules, reports, dashboards, and custom objects
• Manage and support Certinia applications, including Professional Services Automation (PSA), billing, and related integrations
• Gather business requirements and translate them into scalable Salesforce solutions
• Design and implement declarative automation using Flow and other Salesforce platform tools
• Support data management, data quality initiatives, and system integrations
• Troubleshoot user issues and provide ongoing platform governance and best practices
• Collaborate with developers, architects, and business stakeholders on enhancements and strategic initiatives
• Participate in release management, testing, deployment, and user training activities

Senior Salesforce Administrator

• Own your day-to-day administration of Salesforce
• Manage users, profiles, permission sets, roles, and security
• Improve platform performance, governance, and scalability
• Ensure data integrity and system reliability
• Design, build, and maintain sophisticated Salesforce Flows
• Create scalable automation that reduces manual work
• Streamline operational processes across departments
• Troubleshoot and optimize existing automation
• Administer and enhance Conga Composer and Conga CLM
• Develop dashboards and reports used by leadership
• Manage imports, exports, deduplication, and cleanup projects
• Collaborate with department leaders to identify operational challenges
• Support integrations between Salesforce and other business-critical platforms

Senior Salesforce Administrator, Expert Level

• Partner with cross-functional stakeholders and Salesforce architect to document business requirements and translate them into scalable technical solutions within Salesforce and other third-party business systems, including Kinective’s PSA tool and marketing automation tool
• Customize Salesforce and other applications by configuring workflows, process automation, user interfaces and data models
• Ensure data quality, perform deduplication, and oversee data migrations
• Maintain comprehensive system documentation, including business process workflows, data flow diagrams, solution architecture and release notes
• Manage user accounts, roles, permissions and licenses
• Develop and maintain reports and dashboards to support decision-making
• Provide ongoing support and troubleshooting for business systems
• Adhere to university policies, industry best practices, and compliance standards for Salesforce and other systems administration

• Own day-to-day configuration, support, maintenance, and improvement of the Salesforce instance for the Commercial team.
• Design, build, and maintain advanced workflows, automation, validation rules, approval processes, and page layouts using Salesforce Flow and other declarative tools.
• Support and evolve integrated workflows between Salesforce and other systems (e.g., HubSpot, SalesLoft, LeanData, Slack).
• Build and manage Slack integrations that enable real-time notifications, workflow automation, and improved collaboration across the Commercial organization.
• Collaborate with Product Development’s Salesforce team to ensure scalable, secure, and aligned platform governance.
• Partner with Sales, Enterprise Marketing (including HubSpot users), and Operations stakeholders to understand their business processes and translate them into scalable system solutions.
• Analyze existing sales workflows and identify opportunities to streamline processes, reduce manual work, and improve pipeline visibility.
• Ensure the accuracy and integrity of Commercial Salesforce data through monitoring, deduplication, and maintenance routines.
• Design and maintain advanced reporting and dashboards that provide clear insights into pipeline health, sales performance, and operational efficiency.
• Enable Commercial teams to access and utilize real-time data through dashboards, reporting frameworks, and best practices.
• Be the go-to resource for troubleshooting, support, and training for Commercial Salesforce users.
• Create documentation, training materials, and standard operating procedures for internal use.
• Drive the roadmap for Commercial team Salesforce usage and future evolution of our GTM systems strategy with cross-functional input.
• Operate with a builder’s mindset—taking ownership of near-term updates while recognizing the need to design the system for long-term growth.

• Support our Ops Strategists in delivering on Salesforce implementations or change management projects
• Manage inbound support tickets for both system enhancements and issue resolution
• Collaborate with stakeholders on developing sustainable and scalable business processes
• Develop Salesforce administrative best practices and frameworks for implementing and maintaining them across the portfolio
• Provide administrative support and development bandwidth across varying platforms in the following categories: CRMs (Salesforce, Zoho, HubSpot, etc.) Sales Enablement solutions (SalesLoft, Outreach, InsideSales, etc.) Telephony solutions (Talkdesk, Ring Central, native CRM voice solutions, etc.) Support Platforms (Salesforce, Zendesk, Zoho Desk, Freshdesk, etc.)

• 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.

• Administer & Maintain: Provide day-to-day Salesforce administration, including user setup, profiles, permission sets, and license management for 130+ users.
• Configure & Optimize: Design, configure, and deploy Salesforce solutions using Flows, record types, dynamic layouts, approval processes, dashboards, and reports.
• Drive Data Governance: Implement standardized governance policies that improve data quality and system consistency.
• Manage Integrations: Own and optimize third-party integrations with tools such as LeanData, Outreach, Gong, Qualified, and others.
• Support Agile Execution: Participate in monthly agile sprints, backlog grooming, and iterative delivery through Asana-based project management.
• Ensure Scalability: Apply a declarative-first approach to automation and system design, ensuring cross-functional maintainability and alignment with Salesforce’s product evolution.
• Test & Deploy: Use sandbox environments for testing and validating changes before production deployment; partner with the Salesforce Architect to explore DevOps tools and best practices.
• Release Readiness: Oversee the third-party system release management cycle, ensuring features and functionality are fully tested and aligned with roadmap timelines.
• Document & Share Knowledge: Maintain clear and accessible documentation in Confluence and Google Workspace to support knowledge sharing and continuity.
• Prepare for the Future: Contribute to our roadmap for AI-powered features across our techstack in 2026 and beyond.

• Translate business requirements into well-architected solutions that best leverage the Salesforce platform and product
• Lead technical design sessions; create, estimate, and solution user stories; develop technical solution documentation aligned with the business objectives.
• Provide Salesforce CPQ expertise during sales efforts to estimate the technical level of effort.

Salesforce Manager – Solution Architect

• Provide high-quality end user support to users of the Salesforce.
• Manage workflow for the CRM system.
• Create and manage custom objects, fields, formulas, custom reports and dashboards.
• Develop and maintain validation rules and custom workflow.
• Determine and document business user requirements.
• Develop and implement enhancements to the CRM system as required.
• Work with internal and external staff to use the CRM in an efficient, effective manner.
• Manage access rights for Salesforce.
• Perform data integrity and manipulation tasks.
• Troubleshoot issues reported by all CRM users as needed.
• Write technical documentation.
• Follow best practices in the use of the Salesforce.
• Attend professional conferences and training courses as required.

• Personalize and build apps with configurable components to increase productivity and effectiveness for internal/external business units.
• Collaborate with business partners, leadership and end users to increase responsiveness to business and customers, and continually update Salesforce applications.
• Utilize knowledge of the Salesforce application functionalities to document business & functional requirements, including use cases and user stories.
• Perform administrative functions including, field creation, reports and dashboards, processes and flows, and other configuration/declarative tasks.
• Create test plans for new application builds and updates.
• Understand and begin assessing the impact new requirements have on upstream and downstream applications, systems and processes.
• Support end users with issues relating to Salesforce.

Intermediate Salesforce Administrator

• Administer and maintain Salesforce environments, including Sales Cloud and related applications
• Configure and support custom objects, fields, record types, page layouts, dynamic forms, validation rules, approval processes, and Lightning applications
• Create and maintain advanced automation solutions using Salesforce Flow and declarative platform capabilities
• Manage users, profiles, permission sets, role hierarchy, sharing rules, queues, and security configurations
• Monitor platform performance, storage utilization, system health, and adoption metrics
• Perform routine platform maintenance, cleanup, and technical debt reduction activities
• Provide Level 2 and Level 3 support for Salesforce-related incidents, service requests, and enhancement requests
• Troubleshoot system issues, data inconsistencies, automation failures, integration errors, and user-reported defects
• Coordinate root cause analysis and resolution activities across technical and business teams
• Ensure timely incident resolution and adherence to established SLAs
• Partner with business stakeholders to gather, analyze, and document functional requirements
• Translate business requirements into scalable Salesforce solutions using declarative and low-code capabilities
• Collaborate with developers, architects, QA analysts, and integration teams during project execution
• Participate in backlog refinement, sprint planning, solution reviews, and release activities within Agile delivery frameworks
• Support system testing activities including unit testing, UAT coordination, defect tracking, and deployment validation
• Perform data imports, exports, cleansing, deduplication, validation, and migration activities using approved tools
• Support integrations between Salesforce and third-party applications
• Assist in monitoring integration health, troubleshooting synchronization issues, and validating data integrity
• Maintain awareness of enterprise data governance and security standards
• Support deployment and release processes utilizing CI/CD and DevOps tools
• Maintain documentation related to system configuration, release notes, operational procedures, and user guidance
• Participate in Salesforce release readiness activities and evaluate new platform capabilities
• Recommend process improvements, governance enhancements, and optimization opportunities
• Serve as a mentor and technical resource for junior Salesforce Administrators and team members
• Promote Salesforce best practices, documentation standards, and scalable configuration approaches
• Facilitate knowledge-sharing sessions and contribute to team capability development
• Escalate risks, blockers, and strategic concerns appropriately to leadership

• Design, build, and maintain Salesforce Flows (Screen Flows, Record-Triggered Flows, etc.)
• Manage and optimize Salesforce configurations, including objects, fields, permissions, and page layouts
• Collaborate with stakeholders to gather requirements and translate them into scalable Salesforce solutions
• Perform data management tasks, including data imports, exports, and cleanup
• Maintain and improve automation processes (Flows, validation rules, workflows)
• Troubleshoot system issues and provide ongoing support to end users
• Work closely with the development team on integrations and enhancements
• Document system configurations, processes, and best practices

Senior Salesforce Administrator, Junior Developer

• Serve as a system administrator for Salesforce Health Cloud environment
• Manage user setup, profiles, roles, permissions, and security settings
• Configure and maintain Health Cloud objects including Care Plans, Patient Lists, and Care Team assignments
• Perform regular system audits, data backups, and health checks
• Manage sandbox environments and support release management processes
• Ensure the platform adheres to HIPAA, HITECH, and organizational compliance standards
• Collaborate with developers on complex requirements requiring Apex or LWC

• Lead the ongoing optimization, governance, and support of our Salesforce environment
• Partner closely with business and technical stakeholders to translate requirements into scalable platform solutions
• Improve user experience and adoption, and protect the security, integrity, and performance of the Salesforce ecosystem
• Serve as the platform’s primary subject matter expert and drive continuous improvement across the organization
• Mentor junior administrators and business systems team members, as needed
• Administer, configure, and maintain the Salesforce platform, including users, profiles, roles, permission sets, sharing rules, page layouts, custom objects, fields, validation rules, and flows
• Design, build, and optimize automations using Flow, approval processes, and other declarative tools to reduce manual work and improve efficiency
• Create and maintain reports, dashboards, and analytics that deliver actionable insight to leadership and business teams
• Lead release planning, sandbox management, testing coordination, deployment support, and change management activities
• Monitor system performance, troubleshoot issues, resolve user support requests, and drive continuous platform improvement
• Collaborate with technical teams on system integrations, security controls, and platform enhancements
• Develop documentation, training materials, and user enablement programs to increase adoption and improve the overall Salesforce experience
• Stay current on Salesforce releases and recommend enhancements aligned with business goals and platform best practices

• Design, implement, and maintain user access controls, including profiles, permission sets, and role hierarchy
• Build and optimize Salesforce automation using Flow Builder, workflow rules, and approval processes
• Troubleshoot and resolve user access issues and system challenges
• Manage and maintain Salesforce data integrity, including imports, exports, and data quality initiatives
• Support integrations and data feeds between Salesforce and external systems
• Test and validate system enhancements in sandbox and production environments
• Partner with cross-functional teams to translate business needs into scalable Salesforce solutions

• Design and develop Salesforce instance in Financial Services Cloud
• Collaborate with users to meet complex business process needs
• Build intuitive and user-friendly interfaces
• Test programs or databases, correct errors, and make necessary modifications
• Create and maintain documentation for system processes
• Regularly meet established deadlines and communicate blockers

• The Associate Salesforce Administrator supports the day-to-day administration, maintenance, and enhancement of Salesforce.com and related systems
• Working under the guidance of senior team members to ensure system reliability, data accuracy, and a positive user experience
• Assists with user support, basic configuration, and data management while building technical expertise and contributing to ongoing system improvements and projects

Associate Salesforce Administrator

• Manage and support the Salesforce platform to ensure data integrity and usability
• Handle user administration, customizations, reporting, and troubleshooting
• Collaborate with stakeholders to develop scalable solutions
• Provide training and support to CRM end-users
• Manage Salesforce data feeds and integrations

• Manage Salesforce user accounts, profiles, permission sets, and access controls
• Create, modify, deactivate, and maintain users following security and governance best practices
• Configure and manage Salesforce sandbox environments for development, testing, and QA purposes
• Collaborate with development teams to promote code changes and updates across Salesforce environments
• Monitor workflow queues, automation processes, and system performance to ensure operational efficiency
• Troubleshoot and resolve workflow, automation, and system-related issues
• Support and maintain integrations with external platforms including AWS Connect, ServiceNow, and Azure AD
• Configure and maintain identity provider integrations with a strong focus on Azure AD and Single Sign-On (SSO) functionality
• Ensure secure authentication and access management across integrated systems
• Maintain Salesforce configurations, customizations, workflows, and documentation
• Provide end-user support, troubleshooting, and training as needed
• Collaborate with technical and business teams to support operational improvements and system enhancements
• Ensure compliance with organizational security standards and governance policies

Salesforce Administrator – Contract

• Lead the administration, configuration, and optimization of the Salesforce platform across the organization
• Manage and mentor Salesforce Administrators, Developers, and supporting technical resources
• Partner with business stakeholders to gather requirements and translate them into scalable Salesforce solutions
• Drive CRM strategy, roadmap planning, and platform enhancements aligned with business objectives
• Oversee integrations between Salesforce and internal or third-party systems
• Ensure platform stability, security, data integrity, and compliance with best practices
• Manage Salesforce releases, testing, deployment activities, and ongoing support processes
• Identify opportunities for automation and process improvements to increase operational efficiency
• Monitor platform performance and recommend improvements for scalability and user experience
• Collaborate with cross-functional teams including Sales, Operations, Product, Marketing, and IT

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