Salesforce Administrator

About This Role

This role involves owning the administration, configuration, and optimization of the company's Salesforce platform, including embedded DealHub CPQ functionality. The administrator will partner with sales, marketing, operations, and service teams to deliver scalable solutions that support a growing service-based business. During the first year, this position will also support Salesforce implementation activities, including configuration validation, testing, documentation, user readiness, go-live support, and post-go-live stabilization.

Responsibilities

• Support first-year Salesforce implementation activities, including testing, documentation, training support, go-live readiness, and post-go-live stabilization
• Collaborate with internal teams, vendors, consultants, and developers on integrations, custom development, and platform enhancements
• Administer, configure, and maintain Salesforce Sales Cloud and Service Cloud functionality, including leads, accounts, contacts, opportunities, cases, activities, queues, assignments, and service workflows
• Administer and support embedded DealHub CPQ functionality, including quoting workflows, product and pricing rules, approval processes, quote templates, and Salesforce integration points
• Support Marketing Cloud Account Engagement, campaigns, lead routing, lead source tracking, marketing attribution, and marketing to sales handoffs
• Partner with internal stakeholders to gather requirements and deliver scalable Salesforce solutions that improve efficiency, visibility, and user adoption
• Manage Salesforce users, roles, profiles, permission sets, sharing rules, page layouts, record types, fields, objects, and validation rules
• Build and maintain Salesforce automation using Flow, assignment rules, approval processes, and other declarative tools
• Design and maintain reports and dashboards for pipeline visibility, marketing performance, customer activity, service operations, and executive reporting
• Support service-based workflows across intake, quoting, scheduling, work order visibility, and customer follow-up
• Monitor and improve data quality through duplicate management, validation rules, data cleanup, imports, naming standards, and governance processes
• Provide Salesforce support, troubleshooting, training, and documentation for end users and business stakeholders
• Support Salesforce releases, sandbox testing, deployment planning, change management, and post-release validation
• Maintain current knowledge of Salesforce functionality and proactively recommend improvements to platform design, automation, reporting, and user experience

Requirements

• Bachelor’s degree in Information Systems, Business Administration, Computer Science, or a related discipline, or equivalent practical experience