The ChallengeReporting to the Director of Business Systems, the Senior Salesforce Administrator, working in Atlanta or New York City, will play a crucial role in ensuring the seamless and efficient execution of our Lead to Order processes within the Salesforce ecosystem. The ideal candidate possesseshands-on SFDC configuration skills, with a particular emphasis on solution design and flows. This role will be involved with projects, small enhancements, troubleshooting bugs, and occasional project management. They mustpossessa service-oriented demeanor and a passion for working with Salesforce technology (and platform partners).Your MissionOrder Management and Processing:Configure and maintain Salesforce objects, fields, validation rules, workflow rules, and process builder to support efficient order management.Collaborate with cross-functional teams (Sales, Finance, Accounting, Operations) to gather requirements and implement solutions that optimize the entire Lead to Order process.Ensure accurate order data capture, validation, and processing, adhering to established business rules and standardsQuote-to-Cash Automation:Design, implement, and enhance Lead-to-Order automation workflows, including approval processes, pricing calculations, discount approvals, and contract generation.Streamline the quoting process by integrating Salesforce CPQ (Configure, Price, Quote) and other relevant tools.Collaborate with Finance teams to ensure alignment between Salesforce data and financial systems.Payment Processing and Collections:Configure and support payment processing functionality (within Salesforce), including assisting with integrations with payment gateways, tracking payment statuses, and reconciliation.Monitor collections activities and assist in optimizing collections processes.Data Integrity and Security:Implement and maintain data quality best practices to ensure accurate and reliable Lead to Order data.Enforce data security measures, including user access controls, data sharing rules, and field-level security.Troubleshoot and resolve user-reported issues, collaborating with other technical teams when necessaryContinuous Improvement:Stay up-to-date with Salesforce updates, new features, and best practices, and proactively recommend enhancements to the Lead to Order process.Lead or participate in process improvement initiatives to drive efficiency and accuracy.You WillDesigning and documenting a flexible, scalable, and robust state-of-the-art architecture for Salesforce Sales Cloud, CPQ (Configure, Price, Quote), Revenue Cloud, E-commerce, and Partner systems using Salesforce Architecture Designer.Understanding the goals of stakeholders in Finance and Accounting teams and scoping the technical elements within Salesforce needed to achieve the project goal. This may involve configuring multiple flows spanning different objects.Evaluating the scalability of proposed configuration changes to ensure they can handle future growth and changing business needs.Providing advanced support for Salesforce requests and escalated administrative needs of users, which can include managing Epics (large bodies of work that can be broken down into smaller items), Tasks, Spikes (temporary work items to explore unknowns), Stories, and Bugs using the Salesforce Agile Accelerator.Overseeing Quality Assurance (QA) and User Acceptance Testing (UAT) for large deployments using the Salesforce Testing Framework.Keeping up to date with Salesforce releases, features, and best practices and making recommendations to management regarding their implementation.Acting as a role model and mentor to team members with less experience, providing guidance and support on technical and non-technical aspects of Salesforce Administration.You AreYou are able to effectively communicate with stakeholders and maintain good working relationships with them. You are also able to scope internal customer requirements into scalable technical designs and lucidchart diagrams. The solutions you design do not reach System Governor limits, or reduce our proximity to them.Salesforce Flows and know when to use a Before Save, After Save, Before Delete or Scheduled Flow, and when something should be in an Apex Trigger or Class rather than Flow.Ability to QA configuration in a developer sandbox, promote it to a full copy sandbox for UAT, then release to ProductionComplex Formula writing - able to write formulas for formula fields, validation rules, entry criteria, etc. that follow best practices and utilize the fewest characters to achieve the goalYour Experience Includes5+ Years experience in a Salesforce Advanced Admin roleBachelor's degreeAcknowledged expert in their designated offering. Demonstrates full competency and knowledge of two or more offerings within the function (CPQ, Service Cloud, Salescloud, etc)Proficiency in Salesforce Flows and Salesforce Process BuildersProficiency in writing Salesforce Validation Rules & FormulasExtra ImpressiveExperience working at a startup8+ Years experience in a Salesforce Admin roleExpert knowledge of Flows, process design, etc. and able to recommend best practicesWorking knowledge of Partner Relationship Management Tools, Service Cloud, Einstein, and adding AI to salesforceExperience gathering requirements for Salesforce configuration
