As a Senior Salesforce Administrator or Salesforce Administrator 2 , you ll play a vital role at Porch. We are looking for a proactive individual that can help us continually improve and enhance our Salesforce platform, gathering requirements and feedback, designing scalable best practice solutions, and managing the product road map. Our Salesforce user experience is of great importance to us, therefore the Salesforce Administrator should enjoy all aspects of user management including support tickets, training, and designing solutions with user satisfaction a priority.
We are looking for someone with a good understanding of the Salesforce platform, who can understand both our current setup and our business objectives , in order to quickly identify areas of improvement. The Salesforce Administrator should be comfortable with change management and governance, as well as communicating, prioritizing and managing all aspects of a Salesforce project. The ideal candidate will be happy liaising with stakeholders at all levels, with the ability to translate technical information into layman s terms , clearly explaining design options and their potential impact.
Responsibilities
This is a varied business facing role, with the following responsibilities:
All aspects of user and license management including new user setup/deactivation, roles, profiles, permissions, public groups, OWD, sharing rules
Salesforce configuration changes, including (but not limited to): Workflow, Process Builder, Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards and reports
Sandbox environment management
Identify and gather requirements, translating into best practice, scalable solutions with a focus on exceptional user experience
Work within Agile Software Development framework to include 2 week sprints as well as documenting and updated tickets in JIRA.
Identify unused or underutilized platform features
Help maintain a platform roadmap and define priorities, liaising with stakeholders
Own the communication of any platform changes to end users and stakeholders
Data management to improve Salesforce data quality, implementing rules and automation as needed
Proactive system maintenance including Security Reviews, Release Updates, Health Check, and Optimizer
User support tickets
Monitor and improve user adoption
New user and ongoing user training
Technical documentation
Working with integrated applications to include Calendly, Marketing Automation Tools, Tableau, etc.
Required:
Strong Salesforce product knowledge and at least 5 + years of Salesforce Administration hands-on experience with [Sales Cloud or your Salesforce product]
Trailhead Badges/Super Badges
Certified Salesforce Administrator
Desirable:
Additional Salesforce certifications e.g. Advanced Administrator, Platform App Builder
Bachelor s/Postgraduate degree, or professional qualification
Knowledge, Skills, and Abilities
Required:
A proactive attitude to platform enhancements
Designing scalable, best practice solutions
Excellent relationship-building skills
Ability to liaise with stakeholders at all levels
Translating requirements into technical solutions
Experience in change management and governance
Training end users and key stakeholders
Technical documentation
Available and responsive to questions
Experience implementing Salesforce configuration changes, including (but not limited to): Workflow, Process Builder, Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards and reports