Salesforce Administrator

• Serve as the primary administrator for Salesforce, including user management, security, profiles, permission sets, roles, and sharing rules.
• Configure and maintain Salesforce objects, fields, page layouts, validation rules, record types, flows, and other declarative solutions.
• Design, build, and optimize business process automation using Salesforce Flow and other low-code tools.
• Partner with business leaders and end users to gather requirements and translate business needs into scalable Salesforce solutions.
• Create and maintain reports, dashboards, and analytics that provide actionable business insights.
• Manage data quality through governance, deduplication, data imports, cleansing initiatives, and ongoing monitoring.
• Support and maintain integrations between Salesforce and third-party applications using APIs, middleware, and native integration tools.
• Coordinate testing, deployment, and release management activities for Salesforce enhancements and updates.
• Evaluate and implement new Salesforce features, products, and capabilities, including Salesforce Einstein and AI-driven functionality.
• Develop user documentation, training materials, and best practices to drive adoption and maximize platform effectiveness.
• Monitor system performance, troubleshoot issues, and provide advanced support to users across the organization.

• Bachelor’s degree in Information Systems, Business, Computer Science, or equivalent experience.
• 5+ years of Salesforce Administration experience in a complex, enterprise environment.
• Deep knowledge of Salesforce configuration, security model, automation tools, reporting, and data management.
• Experience gathering business requirements and delivering Salesforce solutions that improve efficiency and user experience.
• Hands-on experience supporting Salesforce integrations and data synchronization processes.
• Strong understanding of CRM best practices, governance, and data stewardship.
• Excellent problem-solving, communication, and stakeholder management skills., * Salesforce Administrator Certification required or strongly preferred; Advanced Administrator, Business Analyst, or Platform App Builder certifications are a plus.
• Experience with Salesforce Flow, Approval Processes, Dynamic Forms, and Lightning Experience customization.
• Working knowledge of Apex, SOQL, Lightning Web Components (LWC), or Salesforce development concepts.
• Experience with Sales Cloud, Service Cloud, Experience Cloud, or Financial Services Cloud.
• Experience in insurance, employee benefits, financial services, or a highly regulated industry.
• Experience leveraging Salesforce Einstein, Agentforce, Copilot, or other AI-enabled Salesforce capabilities.

Skills & Competencies

Strong Salesforce platform expertise, business process analysis, solution design, data management, stakeholder collaboration, communication, continuous improvement mindset, and the ability to translate business challenges into scalable CRM solutions.

At Cottingham & Butler, we sell a promise to help our clients through life’s toughest moments. To deliver on that promise, we aim to hire, train, and grow the best professionals in the industry. We look for people with an insatiable desire to succeed, are committed to growing, and thrive on challenges. Our culture is guided by the theme of “better every day” constantly pushing ourselves to be better than yesterday â?? that’s who we are and what we believe in.

As an organization, we are tremendously optimistic about the future and have incredibly high expectations for our people and our performance. Our ability to grow as a company, fuels investments in new resources to better serve our clients and provide the amazing career opportunities our employees want and deserve. This is why we are a growth company and why we are committed to being better every day.