The Role
The Salesforce Administrator will manage Salesforce administration, configuration, and governance, ensuring secure access, optimized workflows, and support for business stakeholders in a SaaS platform environment.
Summary Generated by Built In
I. Role Overview
Salesforce Administrator owns the administration, configuration, and governance of a business-critical SaaS platform used across Sales, Delivery, Engineering, and Operations. This role ensures secure access, optimized workflows, system stability, and scalable adoption of Salesforce across the organization.
Salesforce Administrator acts as a strategic support to business stakeholders, helping manage, optimize, and scale Salesforce environments while maintaining system integrity, security, and performance as business needs evolve.
II. Primary Responsibilities
Salesforce Administration & Configuration
Salesforce Administrator owns the administration, configuration, and governance of a business-critical SaaS platform used across Sales, Delivery, Engineering, and Operations. This role ensures secure access, optimized workflows, system stability, and scalable adoption of Salesforce across the organization.
Salesforce Administrator acts as a strategic support to business stakeholders, helping manage, optimize, and scale Salesforce environments while maintaining system integrity, security, and performance as business needs evolve.
II. Primary Responsibilities
Salesforce Administration & Configuration
- Serve as the primary administrator for Salesforce, ensuring reliable, secure, and scalable operation.
- Manage user access, roles, profiles, permission sets, and license allocation to ensure compliance and cost efficiency.
- Configure and maintain custom and standard objects, fields, page layouts, record types, validation rules, and Lightning Experience enhancements.
- Administer Salesforce releases, including feature evaluation, sandbox testing, and production deployments.
Automation & Process Optimization
- Design, implement, and maintain automation using:
- Salesforce Flow (Screen, Record-Triggered, Scheduled)
- Approval Processes
- Validation Rules
- Replace legacy Workflow Rules and Process Builder with modern Flow-based solutions.
- Identify and implement opportunities to streamline business processes and improve user efficiency.
Data Management & Reporting
- Ensure data integrity through:
- Data imports and exports
- Deduplication rules and strategies
- Ongoing data validation and cleansing
- Create and maintain standard and custom reports and executive dashboards.
- Support accurate data migration and enforce ongoing data governance standards.
Change Management & Governance
- Ensure all platform changes follow a documented Sandbox-to-Production lifecycle with approvals.
- Maintain configuration documentation and release coordination.
- Ensure Salesforce and related SaaS platforms are audit-ready with proper controls, logs, and access reviews.
Integration & App Management
- Oversee and support integrations between Salesforce and enterprise systems (e.g., Jira, Confluence, DocuSign, etc.).
- Monitor, troubleshoot, and maintain API integrations and data syncs.
- Manage AppExchange packages, including upgrades, permissions, and license usage.
License & Cost Optimization
- Conduct regular reviews to identify inactive users and underutilized licenses.
- Reassign licenses and recommend cost-saving strategies to reduce spend.
User Support & Enablement
- Provide day to day user support for Salesforce-related issues and enhancement requests.
- Troubleshoot system issues and coordinate with Salesforce Support when required.
- Deliver user training, create documentation, and promote Salesforce best practices.
- Drive user adoption through continuous improvement and feedback loops.
Stakeholder Collaboration
- Act as a liaison between business teams and IT for system enhancements.
- Collaborate with stakeholders to gather requirements and translate them into scalable Salesforce solutions.
- Partner with Salesforce Developers, Architects, and external vendors on enhancements and integrations.
Security & Compliance
- Maintain data security, access controls, and system health.
- Perform regular security reviews and compliance checks.
- Ensure adherence to company policies and applicable regulatory standards.
- Bachelor's degree or equivalent in Information Technology, Computer Science, Electronics or a related field
- 4 to 7 years of experience as Salesforce Administrator and Atlassian tools
- Certifications:
- Salesforce Administrator Certification (ADM 201) – recommended/ preferred
- Advanced Administrator, Platform App Builder, or Sales Cloud Consultant
- Strong understanding of Salesforce data model and relational concepts
- Salesforce Service Cloud and Experience Cloud
- Salesforce configuration: objects, flows, security model (Profiles, Permission Sets)
- Flow Builder, sandboxes, change sets, and deployment tools
- Salesforce DevOps tools (e.g., Gearset, Copado)
- Basic Apex, SOQL, and Salesforce integrations
- Experience managing SaaS integrations and APIs
- SaaS user management, access control, and troubleshooting
- Familiarity with SOC 2, IT governance, and compliance concepts
- Ability to balance business needs with security and governance
- Documentation and stakeholder communication
- Ability to work independently while managing multiple priorities
- Experience working in remote or distributed IT environments
- Strong problem-solving and diagnostic skills
- Good communication skills and customer-service mindset
- Ability to handle incidents, escalations, and high-priority issues
- Strong verbal, written, and presentation skills in English
- Strong communication with technical and non-technical stakeholders
- Effective stakeholder coordination and collaboration
- Ability to work as part of a diverse, global team
- Proactive, self-driven, and reliable in task completion
Top Skills
Apex
Confluence
Copado
Docusign
Gearset
JIRA
Salesforce
Salesforce Flow
SOQL
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The Company
What We Do
Accelerize 360 is a certified Salesforce partner. Our experts specialize in various industries including insurance, mortgage lending, banking, retail, hospitality and more. Headquartered in Dallas, we also have offices in Canada and India. With the experience of 500+ Salesforce implementations, we provide advisory, implementation, customization and support services to our clients.
We help clients improve productivity and customer experience. We do this through automation of marketing, sales and service operations and by creating seamless customer experiences - all through the Salesforce ecosystem.
Our approach emphasizes business consulting to identify opportunities for automation and future-proofing your business. With that blueprint, we set about customizing Salesforce to your unique roadmap. Last but not least, we provide in-depth training to your team to make sure that they use your technology investment to its fullest potential
