Salesforce Administrator

Posted 2 Days Ago
Hiring Remotely in United States
Remote
65K-80K Annually
3-5 Years Experience
Professional Services • Business Intelligence
The Role
The Salesforce Administrator is responsible for configuring, customizing, and managing Salesforce features and functionality. Key responsibilities include user and data management, system upgrades, compliance documentation, and supporting business processes. This role requires a certified Salesforce Administrator with experience in the Salesforce ecosystem.
Summary Generated by Built In

BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation.

 

Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.

 

What you get: 

· Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility 

· Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that… 

· Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself 

· Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University 

 

Who is successful at BPM:

 · Caring people who put others first 

· Self-starters who embody the BPM entrepreneurial spirit 

· Authentic individuals with a diverse point of view 

· Lifelong learners with a drive to excel 

· Resilient people who rise to the occasion 


Position Overview:


System Management - Assist in the setup, configuration, and customization of Salesforce features and functionality based on business requirements.

User Management – Support user management, including creating and maintaining profiles, roles, permissions, and security settings.

Data Management - Help maintain data integrity and cleanliness within the Salesforce platform through data maintenance and deduplication efforts.

System Upgrades – Lead the building of new flows to support business processes and reporting needs.

Compliance and Documentation - Contribute to the documentation of Salesforce processes, best practices, and user guides.


Qualifications

  • Certified Salesforce Administrator, Platform App Builder, or Solution Architect. (Preferred)
  • Deep understanding of Salesforce Flows, demonstrated by past work, certifications, and Salesforce badges.
  • 2-5 years’ experience in the Salesforce ecosystem.

Expectations

  • In 30-60 days, you will be able to
  • Explain BPM’s Lead to Close process.
  • Thoroughly explain the 3 most complex Flows – as identified by Salesforce Manager – in BPM’s Salesforce org.
  • Answer user questions in BPM Salesforce Support email inbox.
  • In 60-90 days, you will be able to
  • Articulate what systems are connected to BPM’s Salesforce org and why.
  • Thoroughly explain all Flows, and the business process behind them.
  • Troubleshoot Flow Errors on your own.
  • In 90-120 days, you will be able to
  • Work independently on assignments.
  • Help with data management and cleansing.
  • Identify areas you can provide value and present to the team.

Characteristics that will help you thrive at BPM

  • Lifelong Learner – we don’t expect you to come in knowing everything, but we do expect you to be willing to jump in and learn.
  • Great Communicator – you are respectful and clear when speaking in a professional setting.
  • Self-Motivated – you take initiative to get things done.
  • Value Diversity – you respect and welcome folks of all backgrounds and life experiences.

Duties and Responsibilities

  • Design and build complex Salesforce flows using Visual Workflow and Process Builder to automate business processes and data management.
  • Maintain existing Flows in BPM’s Salesforce org.
  • Create and maintain documentation for flows, including process diagrams, user guides, and technical specifications.
  • Test and troubleshoot flows to ensure they function as intended and meet business requirements.
  • Stay current with Salesforce updates and best practices to continuously improve the flow design and implementation.
  • Collaborate with IT / Developers for other systems to integrate across the business
  • Other Salesforce Administrator duties as needed.

Top Skills

Salesforce
The Company
HQ: San Francisco, CA
1,033 Employees
On-site Workplace
Year Founded: 1986

What We Do

BPM LLP is one of the 50 largest public accounting and advisory firms in the country. With more than 800 professionals along the West Coast – as well as offices abroad – we help clients succeed around the world. We offer a cross-functional team approach that gives clients direct access to the best and most qualified resources.

With full-service capabilities in audit, tax and advisory services, we possess in-depth knowledge of the transactional industry—its key processes, challenges surrounding growth and performance, regulatory compliance and governance—and the many other complex accounting and reporting issues you face. Our collective knowledge representing a diverse client base allows us to serve as experts in over a dozen industries.

In 2021, we are proud to be named by Forbes “Best Tax and Accounting Firms” and #22 on Vault’s “Accounting 50” ranking! We invite you to learn more about us, visit bpmcpa.com

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