Salesforce Admin

Senior Salesforce Administrator

The Senior Salesforce Administrator owns our CRM—a specialized platform built on Salesforce—as a product. You are accountable for its configuration, reliability, and day-to-day performance as the system of record.

From user management and lead permissioning to reporting, dashboards, and data integrity, you will be the single internal owner of the platform. Partnering with Inside Sales, Field Sales, Growth Analytics, and executive leadership, you will ensure the right teams have the right access to data, allowing leadership to trust the reporting used to run the business.

This hands-on role requires a certified, detail-oriented administrator who combines deep Salesforce fluency with a service-first mindset.

What You’ll Do

CRM Platform Ownership (Salesforce)

• Serve as the sole internal owner and administrator of the Salesforce-based CRM, accountable for its configuration, health, and reliability.

• Own day-to-day administration, including release management, sandbox testing, and the safe rollout of changes.

• Maintain system documentation, configuration standards, and a roadmap for ongoing CRM improvements.

User Management & Lead Permissioning

• Manage user provisioning, access controls, profiles, and permission sets across all teams and markets to enforce least-privilege security.

• Own lead assignment, routing, and permissioning so the right leads reach the right reps across markets.

• Configure territories, queues, and ownership rules that support inside sales, field sales, and the contact center.

• Enforce least-privilege access and data security appropriate to each role.

Reporting & Dashboard Development

• Build and maintain reports and dashboards that give sales leadership, inside sales, analytics, and executives a clear, real-time view of performance.

• Develop pipeline, lead-funnel, conversion, and activity reporting that leaders trust to run the business.

• Partner with Growth Analytics to ensure consistent metric definitions and a single source of truth.

• Deliver self-serve dashboards that reduce manual reporting and put insight in users’ hands.

Data Quality, Governance & Reconciliation

• Own CRM data integrity, including validation rules, de-duplication, standardization, and ongoing data hygiene.

• Reconcile data across Salesforce and connected systems to ensure accurate lead, appointment, and sales reporting.

• Establish and enforce data governance standards, naming conventions, and required fields.

• Support attribution accuracy by keeping source, campaign, and outcome data clean and complete.

Automation & Process Optimization

• Design and maintain automation using Flow, validation rules, and workflow to streamline the lead-to-sale process.

• Automate lead lifecycle, task assignment, alerts, and notifications to increase speed-to-lead and rep productivity.

• Continuously identify and remove friction in sales and marketing processes within the system.

• Translate business requirements into scalable, well-documented system solutions.

Integrations & Telephony Administration

• Own and maintain key CRM integrations, including telephony/dialer systems, lead-source feeds, and marketing intake.

• Monitor integration health and coordinate with vendors to resolve issues quickly.

• Ensure leads from all sources flow accurately and completely into the CRM.

• Support the contact center technology stack as it connects to Salesforce.

User Enablement & Cross-Functional Support

• Serve as the first line of support for CRM users, resolving issues and answering questions quickly.

• Train and onboard users, and create documentation and job aids that drive adoption and correct usage.

• Partner with Inside Sales, Field Sales, and leadership to prioritize enhancements against business needs.

• Act as a trusted advisor on how to get the most value from the CRM.

What We Are Looking For

To effectively perform the duties for this position, individuals must be able to demonstrate competencies that are essential to the role.

Experience

• 5+ years of experience as a Salesforce Administrator or CRM administrator owning day-to-day administration of a Salesforce org.

• Hands-on experience with user management, profiles, permission sets, sharing rules, reports, dashboards, and automation.

• Lead Management: Experience managing lead assignment, routing, and permissioning in a sales environment.

• Industry Match: Experience in a high-volume sales, contact center, or home services environment is strongly preferred.

• Technical Additions: Experience with telephony / dialer integrations and managed CRM packages or vendor relationships is a plus.

Technical & Functional Skills

• Certifications: Salesforce Administrator certification strongly preferred; additional certifications such as Advanced Administrator or Platform App Builder are a plus.

• Salesforce Fluency: Deep proficiency with Salesforce configuration, including Flow, validation rules, reports, and dashboards.

• Data Tools: Strong data management skills, including data quality, de-duplication, and tools such as Data Loader.

• Integrations: Working knowledge of CRM integrations across telephony, lead sources, and marketing systems.

• Problem Solving: Ability to translate business requirements into scalable, reliable system solutions.

Key Competencies

• Platform Owner: Takes full, end-to-end accountability for the CRM as a product.

• Systems Thinker: Designs scalable solutions and anticipates the downstream impact of changes.

• Data Integrity Champion: Treats clean, accurate, well-governed data as non-negotiable.

• Service Orientation: Makes CRM users faster, more effective, and better supported.

• Continuous Improvement: Constantly refines the platform to raise reliability and value.

Leadership Expectations

• Win as One Team: Partner closely with Sales, Inside Sales, Growth Analytics, and leadership.

• Own the Outcome: Be accountable for CRM reliability, data integrity, and reporting leaders can trust.

• Build on Trust: Safeguard the data, access, and system integrity the business depends on.

Department: Sales and Marketing