Agentforce Salesforce Administrator - (Remote-United States)

EP Wealth Advisors; United States; On-site; USD 108,000 - 128,000; Full time

Benefits offered by this job

Health insurance

Dental plan

Vision plan

401k with match

Paid time off

Job summary

EP Wealth Advisors is seeking a seasoned Salesforce Administrator to design, build, test, and deploy AI-enabled workflows using Salesforce Agentforce. You will partner with Product, IT, and vendor teams to ensure secure, compliant operations and measurable outcomes across the Salesforce ecosystem.

Key focus areas include automations with Flow, data readiness via Data 360, and governance alignment with Cybersecurity and Compliance. Excellent collaboration and communication are essential.

Qualifications

• 5+ years of experience as a Salesforce Administrator with strong platform ownership experience.
• Experience with Financial Services Cloud and Account Engagement; Slack strongly preferred.
• Hands-on experience building Agentforce AI Agents and supporting AI workflows (or closely related Salesforce AI/bot solutions).
• Strong experience configuring and maintaining: Flow automation (screen flows and record-triggered flows), validation rules, and process design.

Responsibilities

• Partner with product and functional leaders, end users, and vendor teams to design and solution AI use cases and deploy new business processes.
• Build agents with a clear focus on improving advisor and client experience – reducing friction, improving data quality, and enabling more timely, personalized interactions.
• Optimize Salesforce AI Agents using Agentforce, including defining agent goals, intents, and actions aligned to business outcomes.
• Design guardrails, escalation paths, and human handoff; build supporting Salesforce workflows and automations.
• Establish Data 360 pipelines and data readiness for agent use; ensure Salesforce apps and integrations run securely and efficiently.
• Collaborate with Cybersecurity, Risk, and Compliance to adhere to governance; work with product managers on success metrics.

Skills

Salesforce Admin

Financial Services Cloud

Account Engagement

Agentforce AI

Slack

Flow automation

Data integration

Agile

Education

Salesforce Admin Certification

Salesforce Advanced Admin Certification

Tools

OmniStudio

Gearset

GitHub

Salesforce

Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Role Overview

Are you a Salesforce Administrator who thrives on building scalable automations and improving how teams work - and excited to apply emerging AI capabilities in a practical, measurable way? EP Wealth Advisors is seeking a dynamic Agentforce Salesforce Administrator to support our Salesforce AI roadmap.

In this role, you will partner on designing, building, testing, and deploying AI Agents using Salesforce Agentforce. You’ll work closely with our Product and Development Team, key process owners, and vendor partners to ensure our Salesforce and extended technology ecosystem supports secure, compliant, and measurable AI-enabled workflows.

You will join a team of dynamic, collaborative, and client-focused professionals who are delivering on our core values: Integrity, Entrepreneurial, Inclusion, and Connection.

Key Responsibilities

• Partner with product and functional leaders, end users, and vendor teams to design and solution AI use cases and deploy new business processes.
• Build agents with a clear focus on improving advisor and client experience – reducing friction, improving data quality, and enabling more timely, personalized interactions.
• Optimize Salesforce AI Agents using Agentforce, including:
• Defining agent goals, intents, and actions aligned to business outcomes
• Designing guardrails, escalation paths, and human handoff
• Building supporting Salesforce workflows and automations that enable agent outcomes
• Establishing and maintaining Data 360 pipelines and data readiness for agent use
• Ensure the successful operation of Salesforce applications, integrations, and related tools; recommend improvements aligned with best practices and governance.
• Conduct regular reviews of agent logs and performance to validate outcomes and identify opportunities for improvement.
• Support Salesforce data quality and data processes; assist with data feeds and integrations with core systems in partnership with IT and vendors.
• Collaborate with Cybersecurity, Risk, and Compliance to ensure AI agents follow EP’s governance standards, including data access, privacy, and controls.
• Collaborate with product managers to define and track key success metrics for AI agents and regularly iterate based on performance.
• Troubleshoot production issues across configuration, automation, permissions, and agent behavior; propose effective solutions and improvements.

Qualifications & Experience

• 5+ years of experience as a Salesforce Administrator with strong platform ownership experience.
• Experience with Financial Services Cloud and Account Engagement; Slack strongly preferred.
• Hands-on experience building Agentforce AI Agents and supporting AI workflows (or closely related Salesforce AI/bot solutions).
• Strong experience configuring and maintaining:
• Flow automation (screen flows and record-triggered flows), validation rules, and process design
• Salesforce object model and data architecture
• Sourcing data from external systems and unifying data for operational use
• Functional knowledge of Agent Topics, Prompt Templates, Data 360, and Slack
• Proficiency with Salesforce Lightning; familiarity with OmniStudio.
• Strong analytical and troubleshooting skills with a track record of improving reliability and user experience.
• Experience working in Agile methodology.
• Excellent communication, organization, and self-management skills; ability to partner effectively with business and technical stakeholders.

Nice to Have

• APEX knowledge (helpful but not required); comfort partnering with developers on custom actions or integrations.
• Familiarity with DevOps/release tooling (e.g., Gearset) and/or GitHub basics.
• Salesforce certifications (Admin/Advanced Admin; Agentforce Specialist).
• Experience in Wealth Management or Financial Services is a plus.

$108,000 - $128,000 a year

What We Offer

• 11 Paid Holidays + 2 floating holidays
• 3 Weeks PTO
• Paid Volunteer Time
• Paid Parental Leave
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe and summarize the conversation for recruiting and interview documentation purposes. The transcript and summary may be reviewed by EP Wealth Advisors personnel involved in the hiring process. AI tools support human review and do not make final hiring decisions. You may opt out of use of the AI interview assistant. If you opt out, the AI assistant will not join the interview, and your decision will not negatively affect your candidacy. If you need a reasonable accommodation or alternative process, please contact [email protected] .