Ana-Sales Cloud & Core Platform

OP RaaS; San Francisco (CA); Sur place; USD 110 000 - 160 000; Plein temps

Résumé du poste

OP RaaS is seeking a Salesforce Administrator to manage Sales Cloud configurations, security, and user lifecycle across six clouds. You will support EA automation, ETM, and data quality while coordinating CI/CD pipelines and releases.

The role requires 3+ years of enterprise Salesforce experience, strong admin skills, and proficiency with Copado, Data Loader, and MuleSoft integrations. Some travel may be required in the SF Bay Area.

Qualifications

• Three years of Salesforce administration experience with hands-on Sales Cloud configuration in an enterprise environment.
• Experience with Enterprise Territory Management including hierarchy design and sharing model configuration.
• Strong understanding of Salesforce security model: OWD, Role Hierarchy, sharing rules, profiles and field-level security.
• Hands-on experience with Flow Builder for process automation and approvals.
• Experience with Salesforce data management: duplicate rules, import wizards, Data Loader, mass updates.
• Ability to create and maintain reports, dashboards, and list views aligned to KPIs.
• Experience providing production support in Salesforce with issue triage and user communication.
• Salesforce certifications required: Salesforce Administrator (preferred Advanced Administrator, Sales Cloud Consultant).
• Strong documentation skills and comfort maintaining admin runbooks and knowledge bases.
• Experience with Agentforce, Einstein AI features, or equivalent AI capabilities within Sales Cloud.
• Familiarity with Copado or equivalent Salesforce-native CI/CD tooling.
• Experience supporting MuleSoft or other middleware integrations from the Salesforce administration side.
• LTL freight, logistics, or B2B sales operations experience.
• Experience with complex account hierarchy models (parent/child/grandchild).
• Background in sandbox management, environment strategy, and release management processes.

Responsabilités

• Oversee Sales Cloud configuration and ongoing administration: page layouts, record types, validation rules, formulas, automations, and approvals.
• Administer ETM including territory hierarchy and assignment rules for the GRAND/CAC/FAN structure.
• Manage the full user lifecycle across the Salesforce org: provisioning, roles, profiles, licenses.
• Implement and maintain the security model: OWF, role hierarchy, sharing rules, field security.
• Provide Tier 1 and 2 support for seller-facing issues and escalate complex cases.
• Support the CI/CD pipeline with Copado and GitHub Actions, including sandbox refreshes and deployments.
• Administer Sales Cloud dashboards, reports, and list views aligned to KPIs.
• Configure data quality controls: duplicates, data import validation, mass update procedures.
• Support MuleSoft integration health from the Salesforce side (Named Credentials, API monitoring).
• Administer Agentforce features deployed in Sales Cloud: SDR Agent, Deal Agent, Einstein activities.
• Perform Salesforce release readiness activities and communicate changes to Product team and sellers.
• Maintain platform documentation and admin runbooks; keep environment maps current.
• Support UAT for Sales Cloud releases: configure test environments and verify fixes.

Connaissances

Salesforce administration

Sales Cloud configuration

Enterprise Territory Management

Security model

Flow Builder

Data management

Reports & dashboards

CI/CD tooling

MuleSoft integration

Agentforce features

Einstein AI features

Release management

Documentation

Formation

Bachelor’s degree in business, information systems, computer science or related field

Salesforce Administrator certification

Advanced Administrator / Sales Cloud Consultant (preferred)

Outils

Copado

Salesforce Data Loader

Named Credentials

Description du poste

Job Description

POSITION OVERVIEW:

Responsible for the day-to-day configuration, user support, and operational health of Sales Cloud and serves as the primary point of contact for seller-facing platform issues. Maintains core platform administration responsibilities shared across the six-cloud Salesforce org, including user lifecycle management, permission architecture, CI/CD pipeline support and sandbox environment management.

ESSENTIAL FUNCTIONS:

• Oversee Sales Cloud configuration and ongoing administration: page layouts, record types, validation rules, formula fields, Flow automations, approval processes, and declarative customizations supporting Sales.
• Administer Enterprise Territory Management (ETM) including territory hierarchy maintenance, assignment rule configuration, UserTerritory2Association management, and multi-tagging resolution for the GRAND/CAC/FAN account structure.
• Oversee the full user lifecycle across the Salesforce org: provisioning, deactivation, role assignment, profile assignment, permission set group management, and license allocation tracking for all six clouds.
• Implement and maintain the security model: Organization-Wide Defaults, Role Hierarchy, sharing rules (Manager-based and criteria-based), field-level security, and permission set architecture following the minimal-profile design pattern.
• Provide Tier 1 and Tier 2 production support for seller-facing issues: login problems, data visibility questions, report/dashboard troubleshooting, mobile experience issues, and Flow errors. Escalate Tier 3 issues to developers or architects.
• Support the CI/CD pipeline (Copado for Salesforce clouds, GitHub Actions for MuleSoft/infrastructure): execute sandbox refreshes, validate deployment packages, manage change sets when required, and maintain environment documentation.
• Administer Sales Cloud dashboards, reports, and list views aligned to pipeline coverage, win rate, forecast accuracy, and territory performance metrics.
• Configure and maintain data quality controls: duplicate management rules, data import validation, mass update procedures, and record merge governance for the National account base.
• Support MuleSoft integration health from the Salesforce side: monitor connected app configurations, Named Credential management, API usage dashboards, and integration user account maintenance for D365 and other system connections.
• Administer Agentforce features within Sales Cloud as they are deployed: SDR Agent configuration support, Deal Agent settings, Sales Coach enablement, Einstein Activity Capture, and AI feature permission set assignment.
• Execute Salesforce release readiness activities: review Salesforce seasonal release notes (Spring, Summer, Winter), assess impact on configurations, test in sandbox, and communicate changes to the Product team and sellers.
• Maintain platform documentation including configuration inventory, admin runbook, permission matrix, and environment map. Keep documentation current with every configuration change.
• Support UAT execution for Sales Cloud releases: configure test environments, create test users, reset test data, troubleshoot defects, and validate fixes before production deployment.
• Partner with the Sales Cloud Product and Sales Operations team (Intake Sync) to implement approved configuration changes using the scored backlog intake process.
• Comply with all applicable laws/regulations, as well as company policies/procedures.
• Perform other duties as assigned.

Disclaimer: This job description is general in nature and is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job.

QUALIFICATIONS:

• Bachelor’s degree in business, information systems, computer science or related field
• Three (3) years of Salesforce administration experience with hands-on Sales Cloud configuration in an enterprise environment.
• Demonstrated experience with Enterprise Territory Management including territory hierarchy design, assignment rules, and sharing model configuration.
• Strong understanding of the Salesforce security model: Organization-Wide Defaults, Role Hierarchy, sharing rules, profiles, permission sets, and field-level security.
• Hands-on experience with Salesforce Flow Builder for process automation, approval workflows, and record-triggered actions.
• Experience with Salesforce data management: duplicate rules, import wizards, Data Loader, and mass update tools.
• Ability to create and maintain reports, dashboards, and list views aligned to business KPIs.
• Experience providing production support in a Salesforce environment, including issue triage, root cause analysis, and user communication.
• Salesforce certifications required: Salesforce Administrator. Preferred: Advanced Administrator, Sales Cloud Consultant.
• Strong documentation skills and comfort maintaining admin runbooks, configuration inventories, and knowledge base articles.
• Experience with Agentforce, Einstein AI features, or equivalent AI capabilities within Sales Cloud.
• Familiarity with Copado or equivalent Salesforce-native CI/CD tooling.
• Experience supporting MuleSoft or other middleware integrations from the Salesforce administration side (connected apps, Named Credentials, API monitoring).
• LTL freight, logistics, or B2B sales operations experience.
• Experience with complex account hierarchy models (parent/child/grandchild) at scale.
• Background in sandbox management, environment strategy, and release management processes.

Work CONDITIONS:

• Some travel required