Salesforce Admin

Summary

Join Caseware's Enterprise Systems team as a Salesforce Administrator, contributing to the platform's daily operations, driving adoption, and translating business needs into efficient workflows. You will be the primary point of contact for Salesforce support, collaborating with stakeholders to gather requirements and configure the platform. Responsibilities include designing reports and dashboards, ensuring data quality, optimizing system functionality, and delivering user training. This role requires 3+ years of Salesforce administration experience, a strong understanding of Lightning Experience, proficiency in configuration and automation, and a Salesforce Certified Administrator certification. Caseware offers a collaborative culture, flexible work options, competitive compensation, comprehensive benefits, and opportunities for career growth.

Requirements

• 3+ years of hands-on experience administering Salesforce in a business environment
• Strong understanding of Salesforce Lightning Experience and modern UI components
• Proficiency in Salesforce configuration, including automation (Flow, Process Builder, etc.), reporting, and permission sets
• Experience supporting cross-functional teams such as Sales, Customer Support, and Operations
• Familiarity with Salesforce data management tools like Data Loader, Workbench, and third-party solutions
• A keen eye for detail, solid organizational skills, and a passion for process improvement
• Strong communication and interpersonal skills — able to work with both technical and non-technical stakeholders
• A proactive and solution-oriented mindset, capable of managing multiple priorities with minimal supervision
• Native or C1 level English proficiency
• Salesforce Certified Administrator certification required

Responsibilities

• Translate business requirements into well-architected solutions that best leverage the Salesforce platform and products
• Act as the primary point of contact for Salesforce-related support, troubleshooting, and administrative requests across the organization
• Collaborate with business stakeholders to gather requirements and translate them into tailored Salesforce configurations
• Configure and maintain key platform features including user management, security settings, custom objects, page layouts, workflows, validation rules, and more
• Design and build custom reports and dashboards that provide actionable insights for business leaders
• Support data quality efforts through imports, exports, de-duplication, cleansing, and ongoing maintenance using tools such as Data Loader or Workbench
• Optimize system functionality by identifying and resolving performance issues and recommending improvements
• Stay current with Salesforce releases and proactively apply new features where they add value
• Deliver user training and create documentation for onboarding, platform changes, and best practices
• Partner with Salesforce developers and external vendors when needed to support more complex customizations and integrations
• Maintain process documentation and ensure the Salesforce environment is secure, compliant, and audit-ready
• Provide estimates and work breakdown structures for assigned tasks
• Stay up-to-date on the Salesforce platform’s evolving capabilities, and bring recommendations to the team

Preferred Qualifications

• Exposure to Salesforce integrations with platforms like NetSuite, MuleSoft, or other middleware tools
• Familiarity with Jira, Confluence, or other agile project management tools
• Experience in B2B SaaS environments or other fast-paced, high-growth companies
• Additional certifications (e.g., Advanced Administrator, Platform App Builder, or Sales Cloud Consultant) are a plus

Benefits

• Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions
• We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team
• Work-life balance is important to us. We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance
• We offer competitive compensation, including a competitive salary and comprehensive benefits such as health insurance and retirement plans
• We are driven by impactful work . Your contributions directly affect how our clients manage financial processes and drive their success
• Recognition and rewards matter to us . We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth
• We embrace global opportunities . Work on international projects and collaborate with a diverse, global team