Senior Salesforce Administrator – Remote

WealthCounsel, L.L.C

United States

Remote

USD 95,000 - 125,000

Full time

13 days ago
Application generator

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Benefits offered by this job

Remote-friendly
Competitive pay
Medical/dental/vision
401(k) matching
Paid time off
Home office stipend

Job summary

WealthCounsel is seeking a Salesforce Administrator to join our IT department to support the day-to-day configuration, maintenance, and improvement of our Salesforce Enterprise Edition. This position is responsible for the overall configuration and operation of the existing implementation and continued operations, as well as the continuous improvement of the Salesforce tools for all user groups.

A team player with a collaboration-oriented mindset is essential.

Qualifications

  • 5+ years of hands-on Salesforce administration experience.
  • Deep working knowledge of flows, validation rules, permission sets, role hierarchies, and data model design.
  • Experience managing or troubleshooting third-party integrations (identity management, e-signature, document generation, or billing platforms a plus).
  • Exceptional written and verbal communication — this role requires heavy stakeholder interaction and requirements gathering across departments.
  • Ability to work independently under pressure and take initiative on ambiguous or complex problems.
  • Salesforce Certified Platform Administrator
  • Salesforce Certified Platform Administrator II
  • Self-motivated and independent team player who takes initiative and thrives with minimal day-to-day oversight

Responsibilities

  • Support new and existing user base with questions and issues.
  • Configure Salesforce Enterprise Edition (Lightning): security model, permission sets, flows, validation rules, page layouts, and object architecture.
  • Follow governance and change lifecycle — design, change control, UAT, deployment, and support.
  • Partner with stakeholders to gather requirements and translate processes into scalable solutions.
  • Design and document technical solutions aligned to business objectives; review designs before implementation.
  • Develop and maintain training materials and curriculum.
  • Manage and troubleshoot integrations across our ecosystem: Okta, DocuSign, Nintex DocGen, Swoogo, Zuora, HubSpot, and Slack.
  • Stay current on Salesforce releases, new features, and AppExchange solutions; recommend adoption where beneficial.
  • Support and evolve case management processes and internal SOPs for Salesforce use.
  • Serve as primary escalation point for advanced system challenges and troubleshooting.
  • Lead or contribute to major platform initiatives (automation of workflows, case routing).
  • Document configuration changes per internal standards.
  • Perform related duties as required or assigned.

Skills

Salesforce Administration
Lightning Experience
Flows
Validation Rules
Permission Sets
Data Model Design

Education

Salesforce Platform Administrator Certification
Salesforce Platform Administrator II Certification

Tools

Okta
DocuSign
Nintex DocGen
Swoogo
Zuora
HubSpot
Slack

Job description

WealthCounsel is seeking a Salesforce Administrator to join our IT department to support the day-to-day configuration, maintenance, and improvement of our Salesforce Enterprise Edition. This position is responsible for the overall configuration and operation of the existing implementation and continued operations, as well as the continuous improvement of the Salesforce tools for all user groups.

A team player with a collaboration-oriented mindset is essential.

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