Salesforce Admin — AI Agents & Automation

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

Benefits offered by this job

11 Paid Holidays + 2 floating holidays

3 Weeks PTO

Paid Volunteer Time

Paid Parental Leave

Flexible Work Schedule

Health, Dental, Vision Plans

Job summary

EP Wealth Advisors is seeking an experienced Salesforce Administrator to design and deploy AI-enabled workflows using Agentforce. The role partners with Product, IT, and external vendors to deliver scalable automations that improve advisor and client interactions, data quality, and operational efficiency.

You will ensure governance, security, and compliance while supporting AI agents across Salesforce. Knowledge of Financial Services Cloud and Slack is highly valued.

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.
• Salesforce object model and data architecture; data sourcing from external systems.
• Knowledge of Agent Topics, Prompt Templates, Data 360, and Slack; proficiency with Salesforce Lightning.

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 focus on improving advisor and client experience—reducing friction and enabling more personalized interactions.
• Optimize Salesforce AI Agents using Agentforce; define goals, intents, and actions aligned to outcomes.
• Design guardrails, escalation paths, and human handoff; create supporting Salesforce workflows and automations.
• Establish and maintain Data 360 pipelines for agent data readiness; ensure secure, compliant operations.
• Collaborate with Cybersecurity, Risk, and Compliance to follow governance standards.

Skills

Salesforce Administrator

Agentforce AI

Slack

Salesforce Lightning

Flow automation

Data quality

Agile methodology

Tools

Agentforce

Gearset

GitHub

OmniStudio

Salesforce

Job description

EP Wealth Advisors is seeking an experienced Salesforce Administrator to design and deploy AI-enabled workflows using Agentforce. The role partners with Product, IT, and external vendors to deliver scalable automations that improve advisor and client interactions, data quality, and operational efficiency.

You will ensure governance, security, and compliance while supporting AI agents across Salesforce. Knowledge of Financial Services Cloud and Slack is highly valued.