Salesforce Administrator - Omatic

• Administer and maintain the Salesforce platform, including user management, profiles, roles, workflows, permission sets, and custom objects.
• Perform system configurations (reports, dashboards, automation, page layouts, etc.).
• Monitor system health and ensure data integrity through deduplication and cleanup.
• Manage key integrations to other third-party applications (Salesloft, Gong, Hubspot, ChurnZero, Intacct, etc.).
• Manage the growth and evolution of accounts, contacts, and other objects to support the company as it scales and expands into new markets.
• Maintain the customer support site, knowledge base, and Service Cloud setup.
• Manage any Salesforce apps / add-ons that are needed to achieve business outcomes.

• Design and implement solutions to improve business processes across sales, marketing, customer success, and support teams.
• Automate repetitive tasks and processes using flows, validation rules, and formulas.
• Establish and maintain the infrastructure and reporting used by leadership teams enabling them to draw insights and manage their teams.

• Train users on Salesforce functionality, best practices, and new features to maximize adoption.
• Serve as the first point of contact for Salesforce-related inquiries and troubleshooting.
• Create and maintain proper documentation and training associated with Salesforce setups for users to reference and self-guide.
• Create guidelines and usages for external customer support site user management in partnership with Support team.

• Work with sales, marketing, customer success, and technical teams to gather requirements and enhance Salesforce capabilities.
• Partner with external vendors or developers for advanced customization as needed.

• Stay up-to-date with Salesforce releases and industry trends, and implement best practices for scalability.
• Identify opportunities to enhance platform efficiency and performance.

• Strong analytical skills and engineering mindset with attention to detail
• Ability to think broadly with strong conceptual ability, with natural curiosity and propensity to learn rapidly
• Strong written and verbal communication skills
• Accustomed to working in a fast-paced environment
• Team oriented
• Incredibly strong work ethic
• Excellent interpersonal skills
• Self-directed learner

• Salesforce Admin experience required (2 years) (Sales Cloud, Service Cloud, custom Salesforce configurations).
• CPQ / Gong / Salesloft / ChurnZero experience a plus.
• SaaS industry experience a plus.
• Ability to work in teams in an agile setting.
• Ability to communicate effectively with various stakeholders within the business.

• Strong understanding of Salesforce data structures, workflows, validation rules, and automation (e.g. flows).
• Knowledge of Salesforce CPQ.
• Manage all user rights as Omatic employees are onboarded, offboarded, and change positions.
• Experience with visual analysis applications and sales intelligence software.

• Salesforce Administrator Certification (required)
• Advanced Administrator Certification or Platform App Builder (preferred)

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