Senior Salesforce Administrator

The Challenge

Reporting to the Senior Manager of Generalist Consultants, the Senior Salesforce Administrator will play a crucial role in ensuring the seamless and efficient execution of our end-to-end processes within the Salesforce ecosystem. The ideal candidate possesses hands-on SFDC configuration skills, with a particular emphasis on solution design, troubleshooting, and flows. This role will be involved with projects, small enhancements, troubleshooting bugs, and occasional project management. They must possess a service-oriented demeanor and a passion for working with Salesforce technology (and platform partners). The ability to work in a fast-paced environment will be crucial to this role.

Configuration:

• Configure and maintain Salesforce objects, fields, validation rules, workflow rules, process builders, flows, and lightning record pages to support efficient order management.

• Collaborate with cross-functional teams (Sales, Finance, Accounting, Operations) to gather requirements and implement solutions that optimize the entire end-to-end process.

• Ensure accurate data capture, validation, and processing, adhering to established business rules and standards.

Process Automation:

• Design, implement, and enhance Lead-to-Bill automation workflows, including approval processes, pricing calculations, discount approvals, and contract generation.

• Streamline the quoting process by integrating Salesforce CPQ (Configure, Price, Quote) and other relevant tools.

• Collaborate with Finance teams to ensure alignment between Salesforce data and financial systems including Workday.

Data Integrity and Security:

• Implement and maintain data quality best practices to ensure accurate and reliable Lead-to-Bill data.

• Enforce data security measures, including user access controls, data sharing rules, and field-level security.

• Troubleshoot and resolve user-reported issues, collaborating with other technical teams when necessary

Continuous Improvement:

• Stay up to date with Salesforce updates, new features, and best practices, and proactively recommend enhancements to the Lead-to-Bill process.

• Lead or participate in process improvement initiatives to drive efficiency and accuracy.

Additional Responsibilities

• Designing and documenting a flexible, scalable, and robust state-of-the-art architecture for Salesforce Sales Cloud, CPQ (Configure, Price, Quote), Revenue Cloud, E-commerce, and Partner systems.

• Understanding stakeholders' goals in various business teams and scoping the technical elements within Salesforce needed to achieve the project goal. This often involves configuring multiple flows spanning different objects.

• Evaluating the scalability of proposed configuration changes to ensure they can handle future growth and changing business needs.

• Providing advanced support for Salesforce requests and escalated administrative needs of users, which can include managing Epics (large bodies of work that can be broken down into smaller items), Tasks, Spikes (investigative work items to explore unknowns), Stories, and Bugs.

• Overseeing Quality Assurance (QA) and User Acceptance Testing (UAT) for large deployments using the Salesforce Testing Framework.

• Acting as a role model and mentor to team members with less experience, providing guidance and support on technical and non-technical aspects of Salesforce Administration.

• Provide on-call support as needed for month end closing periods

You Also Show Mastery Of The Following

You can effectively communicate with stakeholders and maintain good working relationships with them. You are also able to scope internal customer requirements into scalable technical designs. The solutions you design do not reach System Governor limits or increase our proximity to them.

• Salesforce Flows and know when to use a Before Save, After Save, Before Delete, or Scheduled Flow, and when something should be in an Apex Trigger or Class rather than Flow.

• Ability to QA configuration in a developer sandbox, promote it to a full copy sandbox for UAT, then release to Production

• Complex Formula writing - able to write formulas for formula fields, validation rules, entry criteria, etc. that follow best practices and utilize the fewest characters to achieve the goal

• 5+ Years experience in a Salesforce Advanced Admin role
• Bachelor's degree
• Acknowledged expert in their designated offering. Demonstrates full competency and knowledge of two or more offerings (CPQ, Service Cloud, Salescloud, etc)
• Proficiency in Salesforce Flows and Process Builders
• Proficiency in writing Salesforce Validation Rules & Formulas
• 2+ Salesforce Certifications

• Experience working at a startup
• 8+ Years experience in a Salesforce Admin role
• Expert knowledge of Flows, process design, etc. and able to recommend best practices
• Working knowledge of Partner Relationship Management Tools, Service Cloud, Einstein, and adding AI to salesforce
• Experience gathering requirements for Salesforce configuration
• Up to 7+ Salesforce Certifications