Salesforce Administrator

Who you are:

As a Salesforce Administrator on our Sales Operations team, you’ll build, maintain, and troubleshoot Salesforce processes critical to our largest teams, including Sales, Investment Support, and Investment Operations. You’ll collaborate across these teams to scope and deliver projects with a heavy focus on Flows.

Ideal candidates hold a Salesforce Administrator Certification, have 2+ years of experience building and debugging Flows, and enjoy problem-solving complex issues.

What you’ll do:

• Partner with Sales Ops and adjacent teams to support Salesforce initiatives
• Gather requirements and map interactions with the investment process
• Define project scope and manage timelines
• Design, build, test, implement, and maintain record-triggered, screen, scheduled, and autolaunched Flows aligned with business needs
• Follow Salesforce best practices, including bulkification, error handling, minimal DML in loops, and avoiding recursive triggers
• Troubleshoot and debug existing Flows, including tracing failures across multi-flow chains and integrations
• Support RCA on internal support cases for Sales Operations Analysts
• Stay updated on major Salesforce releases and identify useful features
• Support configuration changes from new releases
• Manage Salesforce deployments across sandbox environments for smooth transitions
• Contribute to regular security checks to maintain compliance
• Refresh and configure sandbox environments with guidance, keeping them in sync with production
• Document project progress and maintain technical documentation

What you bring:

• 2+ years of experience as a Salesforce Administrator or related role
• Salesforce Administrator Certification
• Hands-on experience building and troubleshooting Salesforce Flows (record-triggered, screen, scheduled, autolaunched), with a strong grasp of best practices and limits
• Working knowledge of Salesforce components, including approval processes, custom objects, SOQL, validation rules, dynamic layouts, and Lightning App Builder
• Experience managing multiple Salesforce environments (Production, Full Copy sandbox, Developer sandboxes)
• Experience managing Salesforce security, including org-wide defaults (OWD), field-level security (FLS), role hierarchy, profiles, permission sets, and sharing rules
• Project management skills to handle multiple projects and timelines
• Clear verbal and written communication for cross-team coordination

Bonus points:

• Additional Salesforce certifications or Superbadges (e.g., Platform App Builder, Sales Cloud Consultant)
• Experience with External Services and third-party integrations