Salesforce Administrator

Posted An Hour Ago
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Chicago, IL, USA
Hybrid
72K-95K Annually
Junior
Edtech • Fintech • Healthtech • Professional Services • Software • Analytics • Consulting
We empower organizations to fuel their missions.
The Role
Administer and enhance Strata’s Salesforce platform through configuration, workflow automation, user and access management, data quality, reporting, troubleshooting, testing, integrations, and release support. The role gathers requirements, improves business processes, documents solutions, trains users, supports enterprise applications, and participates in Agile projects while following security, governance, and change-control practices.
Summary Generated by Built In

How you’ll make an impact:

As a Salesforce Administrator, you’ll play a vital role in supporting and continually improving Strata’s Salesforce platform. We are looking for a proactive individual who can partner with users and stakeholders to understand business needs, maintain and enhance Salesforce functionality, and deliver solutions using platform best practices.

The Salesforce Administrator will be responsible for day-to-day administration and support of the platform while contributing to enhancements, automation, integrations, and continuous improvement initiatives. This role will gather requirements, configure and test solutions, troubleshoot issues, maintain system and data quality, and help drive effective adoption of Salesforce across the business.

The ideal candidate has a solid understanding of Salesforce administration and can independently deliver routine to moderately complex configuration and enhancements within established architecture and governance standards. This role collaborates with teams across the business and works closely with other Enterprise Applications team members on more complex solutions and projects.

Responsibilities of this role include:

Salesforce Administration & Configuration

  • Configure and maintain Salesforce functionality, including Flow, assignment rules, approval processes, validation rules, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, dashboards, and reports.
  • Administer the Salesforce user lifecycle, including user setup and deactivation, roles, profiles, permission sets, access, and licensing.
  • Respond to user issues, service requests, and change requests, troubleshooting problems and implementing appropriate solutions.
  • Support Salesforce upgrades, releases, testing, and change control processes.
  • Maintain sandbox environments used for development, testing, and training.
  • Create and maintain reports and dashboards that provide users and business stakeholders with actionable information.
  • Maintain system documentation, configuration documentation, procedures, and knowledge articles.
  • Train users on Salesforce functionality and new features and help drive effective adoption of the platform.

Workflow Automation & Process Optimization

  • Gather and document business requirements and translate well-defined business needs into Salesforce configuration and enhancements.
  • Build and maintain Salesforce automation using Flow and other appropriate declarative platform capabilities.
  • Examine business processes, identify opportunities for improvement, and recommend or implement efficiencies using Salesforce capabilities.
  • Test configuration and automation changes to ensure solutions meet business requirements and do not negatively impact existing functionality.
  • Identify opportunities to improve usability, simplify configuration, and address technical debt, partnering with senior team members on changes with broader architectural impact.
  • Participate in Agile/Scrum processes and Salesforce projects, taking ownership of assigned enhancements and workstreams.

Data, Security & Platform Operations

  • Maintain Salesforce data quality by identifying and resolving duplicate, incomplete, or inaccurate records and supporting ongoing data-quality practices.
  • Assist in implementing and maintaining Salesforce security practices, including monitoring user activity, reviewing access and permissions, and supporting appropriate user access controls.
  • Perform regular system reviews and audits and assist with remediation of identified issues.
  • Support data imports, exports, updates, and other administrative data-management activities.
  • Follow established platform governance, security, release management, and change control processes.

Integrations & Enterprise Applications

  • Support Salesforce integrations and connected applications, including troubleshooting issues and coordinating changes with other administrators, developers, vendors, and business stakeholders.
  • Configure and maintain integrations within established patterns and assist with implementation of new integrations.
  • Work with adjacent enterprise applications and business processes that exchange data with or depend on Salesforce.
  • Participate in application upgrades, integration changes, and application consolidation or modernization initiatives.
  • Partner with senior team members on complex integrations, cross-platform solutions, and changes with significant architectural impact.

What we’re looking for:

  • 2+ years of hands-on Salesforce administration experience.
  • Experience administering Salesforce Lightning and building automation using Salesforce Flow.
  • Experience configuring Salesforce functionality such as fields, page layouts, record types, permission sets, assignment rules, approval processes, reports, and dashboards.
  • Experience supporting Salesforce users, troubleshooting issues, and managing service and change requests.
  • Experience gathering business requirements and translating well-defined requirements into Salesforce configuration and enhancements.
  • Experience with user and access administration, data management, sandbox environments, testing, and release/change management processes.
  • Solid understanding of Salesforce security and sharing concepts, including roles, profiles, permission sets, sharing rules, and record-level access
  • Experience with or exposure to one or more Salesforce products such as Sales Cloud, Service Cloud, or Experience Cloud.
  • Proven ability to examine business processes, identify opportunities for improvement, and implement practical solutions.
  • Experience supporting integrations or working with Salesforce in an integrated enterprise application environment.
  • Strong analytical and problem-solving skills with attention to detail.
  • Strong collaboration, interpersonal, and communication skills.
  • Ability to manage multiple priorities and take ownership of assigned work while knowing when to engage senior team members for guidance.
  • Salesforce Certified Administrator preferred.
  • Experience with NetSuite or another ERP system and related enterprise applications such as Marketo, Smartsheet, SalesLoft, ZoomInfo, Concur, or Gong is a plus.
  • Experience using AI-assisted tools to improve productivity, problem-solving, documentation, analysis, or solution development, with an understanding of appropriate data security and responsible-use practices.
  • Experience working with Agile and Scrum methodologies preferred.

Estimated Salary Range: $72,000-95,000
Actual salary will be determined based on factors including, but not limited to, skill set and level of experience. This salary range is a good faith estimate of base pay. Strata also provides discretionary variable pay programs based on role. In addition, Strata provides a comprehensive benefits package including retirement benefits, health and welfare benefits, paid time off, parental leave, life and accident insurance, and other voluntary and well-being benefits.

Find out more about Strata benefits here.  

How we work:
Our preferred location for open roles is Chicago, IL. We value in‑person connection and regularly host on‑campus events to create meaningful opportunities for our team to build relationships and collaborate 

Thinking about applying?  
Research shows that women and underrepresented groups tend to apply to jobs only when they check every box on a job posting. If you’re currently reading this and hesitating to click “Apply” for that reason, we encourage you to go for it! A true passion and excitement for making an impact is just as important as work experience.
Should you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please reach out to [email protected]. 

Here @ Strata… 
Our culture is driven by our people solving problems together. We embrace learning, collaboration, and continuous career growth. Together, we lift our customers, our products, our company, and our community.  

We believe that each of our team member’s unique perspectives and experiences is what drives innovation and positive change. Our individual differences are what make us a more forward-thinking organization. We foster a culture of inclusion, equity and belonging, regardless of race, religion, disability, sex, sexual orientation, gender identity or national origin.  
Our Core Values:
While we celebrate what makes each member of our team unique, our core values are what connect us. They set clear expectations for how we approach our work and how each of us can positively influence the experience of our team and our customers.

  • We connect with positive intent.
  • We are helpful.
  • We own it.
  • We get better every day.
  • We are humble.

Skills Required

  • 2+ years of hands-on Salesforce administration experience
  • Experience administering Salesforce Lightning and building automation using Salesforce Flow
  • Experience configuring fields, page layouts, record types, permission sets, assignment rules, approval processes, reports, and dashboards
  • Experience supporting Salesforce users, troubleshooting issues, and managing service and change requests
  • Experience gathering business requirements and translating them into Salesforce configuration and enhancements
  • Experience with user and access administration, data management, sandbox environments, testing, and release/change management
  • Understanding of Salesforce security and sharing concepts, including roles, profiles, permission sets, sharing rules, and record-level access
  • Experience with or exposure to Sales Cloud, Service Cloud, or Experience Cloud
  • Ability to identify business-process improvements and implement practical solutions
  • Experience supporting integrations or working with Salesforce in an integrated enterprise application environment
  • Strong analytical, problem-solving, collaboration, interpersonal, and communication skills
  • Ability to manage multiple priorities, own assigned work, and engage senior team members when appropriate
  • Salesforce Certified Administrator certification
  • Experience with NetSuite or other ERP systems and enterprise applications such as Marketo, Smartsheet, SalesLoft, ZoomInfo, Concur, or Gong
  • Experience using AI-assisted tools with appropriate data-security and responsible-use practices
  • Experience working with Agile and Scrum methodologies

What the Team is Saying

Jacky
Gabriel
Xun
Priya
Arunas
Madeline
Tushar
Chris
Alina
Amy

Strata Decision Technology Compensation & Benefits Highlights

  • Healthcare Strength — Health, dental, and vision coverage begin on the first day, with HSA/FSA accounts and Teladoc access. Feedback suggests coverage quality is strong and family plan options are competitive.
  • Retirement Support — A 401(k) match managed through Vanguard (50% up to 6% of pay) is offered with immediate vesting. Feedback suggests day-one vesting and a clear match formula are meaningful positives.
  • Leave & Time Off Breadth — The package includes roughly 31 paid days off annually that increase with tenure, plus Flex Fridays, wellness days, and paid parental leave. Feedback suggests PTO and schedule flexibility are among the most appreciated elements.

Strata Decision Technology Insights

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The Company
HQ: Chicago, IL
800 Employees
Year Founded: 1996

What We Do

Here at Strata, we provide financial planning software, data, and insights to drive decisions and performance for organizations spanning the healthcare, higher education, and financial services industries.

Why Work With Us

We are mission driven to solve uniquely challenging financial problems in some of the most vulnerable industries directly affecting our community. We embrace learning, collaboration, and continuous career growth. We believe that each of our team member’s unique perspectives and experiences is what drives innovation and positive change.

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Strata Decision Technology Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We support remote and hybrid work. Employees near our Chicago HQ typically work in the office two days per week, with flexibility on which days. All employees may visit HQ for company events.

Typical time on-site: Flexible
HQChicago, IL
We have two campuses: our HQ, located in the heart of Downtown Chicago and another just outside of St. Louis, MO.

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