Salesforce Administrator

Summary

Join our team as a Salesforce Administrator and leverage your expertise to optimize our CRM platform. We offer a great company culture, growth opportunities, a permanent work-from-home position, and a competitive benefits package. Key responsibilities include user management, automation implementation, new hire onboarding, data quality maintenance, and documentation updates. You will contribute to EOS-driven goals and identify process improvements. We require Salesforce Administrator and Advanced Administrator certifications, 1–2 years of hands-on experience, declarative development skills, reporting expertise, and strong communication abilities. Additional skills in integration, security, documentation, and testing are preferred.

Requirements

• Active Salesforce Administrator and Advanced Administrator certifications
• 1–2 years of hands-on org administration experience (user management, profiles/permission sets, Lightning setup)
• Declarative Development (Declarative Dev App Builder certification; dynamic forms, Lightning pages, custom metadata)
• Reporting (Advanced reports, joined reports, executive/team dashboards)
• Clear communication and training ability (end-user training evidence)

Responsibilities

• Create and manage user accounts, roles, and permission sets, ensuring secure and appropriate access
• Update fields, page layouts, and dashboards as requested, adhering to SOPs and best practices
• Implement and troubleshoot automations, from basic to advanced (e.g., simple Flows, Process Builder updates), to enhance data accuracy and streamline user tasks
• Work with the AMS Lead to prioritize and deliver minor enhancements that enhance user experience without increasing system complexity (technical debt)
• Provide introductory training sessions and reference materials for new employees, covering essential navigation, object structures, basic record management, and reporting
• Respond to initial “how-to” inquiries, ensuring new hires quickly gain confidence using Salesforce in their daily work
• Monitor data integrity, perform basic deduplication tasks, and address data inconsistencies as needed
• Update documentation and SOPs after each minor enhancement or configuration change, maintaining a clear record of updates and following established naming conventions
• Contribute to EOS-driven goals (e.g., Rocks, scorecards) by executing minor enhancements on schedule and maintaining accurate SLA metrics
• Identify small process improvements and propose incremental refinements to the AMS Supervisor, supporting a culture of continuous improvement

Preferred Qualifications

• Integration/ETL (Data Loader, CSV data quality; Zapier/Jotform a plus)
• Security/Governance (Role hierarchy, field-level security, audit trails)
• Documentation (Version-controlled SOPs, change logs, release notes)
• Testing/Sandbox (Change sets/DevOps Center for minor enhancements)
• APEX (Read basic code for troubleshooting) is a PLUS
• Soft Skills (Collaborative, responsive, cross-functional within PST hours)

Benefits

• Permanent Work-From-Home opportunity
• HMO and Dependent Coverage
• Paid US Holidays
• Paid Time Off
• Free HIPAA Certification
• Incentives e.g. performance incentives, referral bonuses, and attendance incentives