Responsibilities
- Design, develop, and maintain complex automation using Flow Builder, including screen flows and record-triggered flows that leverage loops, sub flows, and Apex Actions.
- Continuously optimize existing automation by migrating workflows and Process Builders to Flows.
- Stay up to date with Salesforce releases and implement new Flow features for improved efficiency.
- Security and Management
- Design and implement comprehensive security models using profiles, permission sets, and sharing rules to ensure appropriate data access across the organization.
- Maintain and optimize public groups, queues, and territories for efficient data distribution.
- Develop and maintain role hierarchies that align with organizational structure while supporting complex sharing requirements.
- Conduct regular security audits and health checks to ensure compliance with internal policies.
- Manage all aspects of our Salesforce instance, including user administration, security controls, and maintaining integration points.
- Implement custom metadata to drive scalable, maintainable configurations.
- Create and maintain custom objects, fields, page layouts, dynamic forms, and record types to support evolving business needs.
- Develop and maintain complex validation rules and approval processes.
- Manage deployments using change sets or DevOps tools like Gearset or Copado.
- Oversee sandbox environments, including data seeding, refresh processes, and environment setup.
- Monitor backup solutions to ensure data integrity and recovery options.
- Maintain data visibility frameworks, including Organization-Wide Defaults (OWDs), sharing rules, and record ownership structures.
- Establish and enforce data access policies aligned with compliance requirements.
- Support API-based integrations using tools such as Mulesoft Composer, ensuring smooth data flow between systems.
- Proficiency in data management tools and importing/exporting large datasets.
- Build and maintain comprehensive dashboards and reports with appropriate visibility settings.
- Design custom report types and implement advanced reporting solutions.
- Develop executive-level dashboards that track KPIs while respecting data access restrictions.
- Maintain data quality through regular audits, duplicate rules, using third-party data hygiene tools and automated cleaning processes.
Qualifications
- Bachelor's degree in Information Technology, Business Administration, or related field.
- Salesforce Certified Administrator and Advanced Administrator certifications.
- 5+ years of experience administering Salesforce in an enterprise environment.
- Extensive experience with Flow Builder, including complex automation and error handling.
- Deep understanding of Salesforce security models, including profiles, permission sets, and sharing architecture.
- Proven experience implementing complex sharing rules and visibility requirements.
- Strong background in data governance and security frameworks.
- Excellence in stakeholder management and technical documentation.
- Exceptional troubleshooting abilities and a proven ability to independently analyze and resolve complex issues.
- Strong problem-solving, organization, and project management skills.
- Platform App Builder certification
- Experience with Event Monitoring, CRM Analytics, Experience Cloud, and Mulesoft Composer (or similar automation tools)
- Knowledge of custom sharing models and sharing recalculation.
- Background in compliance management (GDPR, CCPA, etc.)
- Experience with master data management solutions,
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What We Do
Marcus & Millichap was founded in 1971 with the goal of being a new kind of company – one driven by long-term relationships and built on a culture of collaboration. We focus on bringing together specialized market knowledge, the industry's leading brokerage platform and exclusive access to inventory to achieve exceptional results for our clients, year after year. Today, we are the industry’s largest firm specializing in real estate investment sales and financing, with over 80 offices and nearly 2,000 investment sales and financing professionals throughout the United States and Canada. In 2021, the firm closed 13,255 transactions with a sales volume of $84.4 billion.

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