Salesforce Administrator
Who you are:
As a Salesforce Administrator on our Sales Operations team, you'll build, maintain, and troubleshoot the Salesforce processes our largest teams rely on every day. Salesforce is the main system used by Sales, Investment Support, and Investment Operations, and you'll work across all three teams to scope and deliver projects.
In this role, you’ll work on a wide range of hands-on administration and development projects, with a heavy focus on Flows. You're a great fit if you hold your Salesforce Administrator Certification, have solid experience building and debugging Flows, and enjoy digging into the "why" behind a tricky issue as much as building the fix.
What you’ll do:
Partner with Sales Ops and adjacent teams, including Sales, Investment Support, and Investment Operations, to support Salesforce initiatives
Gather requirements and map how they interact with each part of the investment process
Help define project scope and keep timelines on track
Design, build, test, implement, and maintain Flows (record-triggered, screen, scheduled, autolaunched) that meet business requirements
Follow Salesforce best practices in every build, 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 integration touchpoints
Support the Sales Operations Analysts with root cause analysis (RCA) on internal support cases
Stay current on the major Salesforce releases each year and identify new features that would be useful for the team
Support any configuration changes required by new releases
Support Salesforce deployments across sandbox environments and make sure changes transition smoothly
Contribute to regular security checks so our org stays compliant with the latest security settings and policies
Help refresh and configure our sandbox environments, with guidance, and keep them in sync with production
Document project progress and maintain technical documentation for changes to Salesforce processes
What you bring:
2+ years of experience as a Salesforce Administrator or in a related role
Salesforce Administrator Certification
Hands-on experience building and troubleshooting Salesforce Flows (record-triggered, screen, scheduled, autolaunched), with a solid grasp of Flow 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 keep multiple projects and timelines moving at the same time
Clear verbal and written communication for coordinating work across several teams
Bonus points:
Additional Salesforce certifications or Superbadges, such as Platform App Builder or Sales Cloud Consultant
Experience with External Services and third-party integrations
The salary range for this role is $75,000 - $85,000, depending on your experience, skills, location, and other factors. You’ll also receive meaningful equity, so you can share in our growth and success. We offer generous medical, dental, and vision coverage, a work-from-home stipend, parental leave, and plenty of paid time off to recharge.