Salesforce Administrator
Role details
Job location
Tech stack
Job description
- Create, modify, and deactivate user accounts
- Assign and manage profiles, roles, and permission sets
- Perform mass account transfers as organizational changes occur
- Monitor login activity, investigate anomalies, and resolve access issues
- Perform regular data imports and deduplication
- Develop and maintain reports and dashboards with stakeholders
- Utilize dashboards (e.g., Load Exceptions) to identify and correct data issues such as missing or incorrect NPIs
- Ensure data security, quality, and compliance with organizational and regulatory standards
- Create and modify objects, fields, and relationships based on business needs
- Manage record types and page layouts
- Configure workflow rules, Process Builder flows, and validation rules
- Develop formula fields and validation logic to support data integrity and workflows
- Maintain organization-wide defaults (OWD) and sharing settings
- Configure field-level security and object permissions
- Monitor security logs and address vulnerabilities or unauthorized access
- Manage AppExchange applications and evaluate new tools
- Configure and maintain third-party integrations
- Monitor API connections and troubleshoot data synchronization issues
- Monitor system limits, storage usage, and overall platform performance
- Implement Salesforce seasonal releases and test changes in sandbox environments
- Conduct regular system health checks and configuration audits
- Document configurations, customizations, and system changes
- Serve as the primary contact for Salesforce support tickets
- Stay current on Salesforce updates and best practices
- Provide user training, documentation, and adoption support
- Provide end-user support for clinical systems (e.g., scheduling and EMR-adjacent tools)
- Coordinate with vendors and escalate application issues as needed
- Support onboarding, training, and documentation for clinical staff
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Requirements
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Proficiency in Microsoft Word, Excel, and Windows-based applications
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Strong written and verbal communication skills, with the ability to explain technical concepts to non-technical stakeholders
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Ability to prioritize workload, manage multiple concurrent tasks, and meet deadlines in a fast-paced environment
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Solid understanding of Salesforce platform architecture, including objects, fields, relationships, profiles, roles, and permission sets
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Hands-on experience with Salesforce data tools such as Data Loader, Data Import Wizard, or similar utilities
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Familiarity with Salesforce automation tools, including Flows, Process Builder, and Workflow Rules
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Understanding of Salesforce security model, including organization-wide defaults (OWD), sharing rules, and field-level security
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Strong analytical and problem-solving skills with the ability to identify data quality issues and recommend practical solutions
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Ability to collaborate effectively with IT, operations, compliance, and business stakeholders to drive platform adoption and data accuracy
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Bachelor's degree in Information Systems, Computer Science, Business Administration, or a related field; or 1-3 years of experience in Salesforce administration, CRM management, or a similar role
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At least one relevant certification preferred, such as:
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Salesforce Certified Administrator
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Salesforce Certified Advanced Administrator
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Salesforce Certified Platform App Builder
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Other equivalent Salesforce or CRM certifications
