Salesforce AI Agentforce Administrator

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 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.