Salesforce Administrator Sample Job Descriptions

Are you a technical expert? Can you translate client needs into tangible results? If so, apply for our position as a Salesforce administrator! Salesforce administrators use their deep knowledge of the Salesforce platform to define requirements and tailored customizations for clients. They handle database management, security, compliance, and interacting with the users to ensure efficiency and quality. These administrators use a variety of languages and API’s and generally have a well-rounded understanding of the technical challenges presented during the development and maintenance of the platform. Having soft skills that allow you to translate complex, technical solutions to non-technical clients, and being able to transform their needs and wants into a usable platform is vital to success in this role. If this describes you, please apply.

Typical duties and responsibilities

• Handle all fundamental Salesforce administrative functions including routine tasks such as user account maintenance and workflows
• Carry out regular internal Salesforce system audits and upgrades
• Work with the management team to determine appropriate Salesforce processes
• Grow the Salesforce skillset throughout the organization, and facilitate the training of new users
• Act as a liaison between Salesforce users, vendors, and application development teams
• Work independently with members of the community to establish and form development requirements

Education and experience

This position requires a bachelor’s degree in computer science or a related field, plus a minimum of two years of experience as a Salesforce administrator. Most important is to have official certification from Salesforce. The company offers several levels of certification for administrators. Preparation and registration information is available on the Salesforce website.

Required skills and qualifications

• Expertise in Salesforce
• Proven project management ability
• Excellent at meeting deadlines
• Innovative and analytical thinker with solid problem-solving skills
• Proficient in written and verbal communication
• Ability to assess information from multiple sources and resolve conflicts

Preferred qualifications

• Strong Salesforce product knowledge and at least 5+ years of Salesforce administration hands-on experience with Sales Cloud
• Certified Salesforce Administrator
• Additional Salesforce certifications
• Understanding of basic triggers/Apex code knowledge

About the role:

As the Salesforce Administrator, you will support the Revenue Operations (RevOps) team by creating Salesforce reports and dashboards, owning data management tasks, responding to user support requests, and testing new features and functionality. This role will have the opportunity to contribute to diverse projects both big and small and work cross-departmentally with the B2B Sales, Finance, Enrollment, and Marketing teams.

Responsibilities:

• Partner with the RevOps team and internal business stakeholders to create Salesforce reports and dashboards
• Administer ABC Company’s Salesforce instance and manage connected integrations
• Respond to Salesforce user requests and assist with developing solutions to address business needs
• Perform frequent data quality checks to ensure Salesforce data is accurate
• Make recommendations on improving existing business processes using Salesforce and other RevOps technology
• Assist the CRM team with testing new Salesforce functionality that supports business requirements
• Take on ad-hoc responsibilities around new initiatives such as building new metrics and requests to analyze revenue information

Requirements:

• 2-4 years experience administering Salesforce and innovating or scaling in a similar, fast-based environment; specifically, experience in tools administration
• Salesforce ADM-201 Certification (required)
• Experience working as a part of a sales/business development, sales/revenue operations, or sales team
• A track record of working successfully as a member of a team and taking initiative to own individual projects
• Advanced excel skills and excellent written communication
• Familiarity with the creation and configuration of Salesforce and/or Tableau dashboards and reporting
• BA/BS with a major in finance, computer science, statistics, quantitative economics, or another degree emphasizing data analysis
• The ability to work in (City) office three days per week
• Independent US work authorization (required)

ABC Company is looking for a full-time Sales Analyst to work within ABC Company’s Growth team to manage, optimize, and drive the future state of sales systems used in our business development process. The primary responsibilities will be focused on ensuring there is a clear system and process support for all sales activities, opportunity tracking, and sales reporting and planning. The successful candidate will have a proactive, detail-oriented approach and the ability to work both autonomously and collaboratively on a wide range of time-sensitive, and important tasks that will help drive the business forward. This position will report to the growth team and support client and account teams in all of ABC Company’s offices.

Responsibilities:

• Be the Product Owner and serve as a subject matter expert and point of contact for Salesforce and LinkedIn Sales Navigator, owning the future roadmap, managing system enhancements, maintaining the current environment, as well as supporting integrations with other ABC Company systems
• Lead updates to the Salesforce environments, including upstream and downstream system integration, by maintaining a structured backlog, supporting development, and data migration efforts
• Maintain regularly circulated reports and dashboards and ensure data quality of all supporting data through data hygiene data cleansing protocols
• Build forecasting functionality, optimize existing reports and dashboards, and create new reporting tools and operating analytics, as needed to share insights with the Leadership for repeatable, scalable, and predictable sales processes
• Be the main point of contact in onboarding new employees and leadership onto the sales platform, developing refresher training and educational support as needed
• Manage sales tools vendors, access, and seats for ABC Company users
• Grow with ABC Company by supporting internal initiatives to uplift our people, processes, and market presence
• Cultivate new skillsets based on your own professional development goals utilizing the learning and development budget provided by ABC Company

Required qualifications:

• 2-3 years of related experience with a Salesforce Admin certification OR 3-5 years of experience in total
• Highly skilled in Salesforce and/or a certified Salesforce, Sales Cloud Enterprise Admin, reporting, and dashboards
• Knowledge of data loader or other data transformation tools
• High level of proficiency with MS Office Suite
• Proficient in data analysis, analytics, and tech-oriented problem solving
• Excellent communication, interpersonal, and organizational skills; highly professional and diplomatic approach
• Experience in training and process documentation
• Flexibility to work outside normal business hours and travel within the US; hours may exceed 8 hours per day
• The ability to demonstrate a legal right to work in the U.S

Preferred qualifications:

• Experience in the Consulting industry and/or vendor management
• Experience with lead generation and/or marketing activities
• Bachelor’s Degree

ABC Company seeks an experienced Salesforce Administrator to be part of our team. The Salesforce Administrator is responsible for executing our product vision and leading the ongoing development of our salesforce.com deployment including Sales Cloud and Field Service Lightning. The successful candidate has a record of success in improving processes and adoption using the Force.com platform. The Salesforce Administrator works closely with their manager, functional leaders, organizational units, vendors, and subject matter experts to identify, develop and deploy technology supporting our core business processes. The Salesforce Administrator oversees and assists in the day-to-day configuration, support, maintenance, and improvement of our CRM platform.

Due to the expansion in operating systems, we are adding a Salesforce Administrator position to our IT team. This position reports to the Director of IT Operations.

Responsibilities:

• Serve as primary system administrator for the Salesforce.com environment
• Regularly communicate product outcomes and tell the product story to stakeholders
• Manage and own relationships with cross-functional teams and vendors to develop product strategy and drive desired outcomes
• Build, lead, and coach a Salesforce center of excellence team
• Support all administrative functions including user account maintenance, reports and dashboards, workflows, approval processes, and other routine tasks
• Complete regular internal system audits and prepares for upgrades
• Manage data feeds and other integrations
• Coordinate the evaluation, scope, and completion of new development requests.
• Assist in training new users, and grow the Salesforce.com skill set across the organization
• Effectively act as the liaison between our users, vendors, and the application development teams
• Work independently with members of the user community to define and document development requirements
• Continue to develop and customize the Salesforce.com platform using industry best practices
• Make recommendations and design solutions that improve user experience, expand platform utilization, and align with the overall company strategy
• Translate business requirements and user stories into working solutions using appropriate configuration and development approaches
• Proactively identify new opportunities to support additional business processes or functions
• Research changes in upcoming versions of Salesforce.com in order to provide recommendations that enhance productivity
• Work with department managers to drive efficiency through tooling and business process automation
• Create and maintain reporting that meets management requirements and efficiently conveys key performance indicators in multiple areas of the company
• Create and maintain documentation for users, processes, approval processes, and workflow
• Document system requirements, including validation rules, process builder, automation, record types, encryption, workflow, approval processes, and triggers
• Identify the appropriate third-party products/applications and determine when it is appropriate to include external application developers to meet business requirements and timelines
• Manage and resolve support ticket submissions
• Work with third-party vendors and Salesforce premier support to resolve issues.
• Assist staff across multiple departments within the company to optimize their success with the platform through communications, training, and support services.
• Remain current on Salesforce best practices, technologies, and certifications
• Develop and manage roadmap communications and negotiate priorities

Education and experience:

• Minimum 2 years of experience as a Salesforce.com administrator for an environment supporting 400 or more users
• Minimum 2 years of experience with Field Service (“Service Cloud”)
• Saleforce.com Admin (ADM201 and ADM211) certified or defined path toward certification
• Sales Cloud, Service Cloud, and Developer certifications preferred
• Proven ability to design and implement new processes and facilitate user adoption
• Strong understanding of the platform, with the ability to build custom apps and objects, formula fields, flows, approval processes, custom views, and other content of intermediate complexity
• Strong understanding of Salesforce.com best practices and functionality
• Strong data management abilities