Senior Salesforce Administrator - Remote & Automation Lead

WealthCounsel, L.L.C; Jersey City (NJ); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

PTO

Holidays

Volunteer Time

Blood Donor Leave

Short Term Disability

Paid Parental Leave

Matching Donations

Home Internet Reimbursement

Gym Membership Reimbursement

Team Connectivity & Fun

Job summary

WealthCounsel is seeking a Salesforce Administrator to join IT to support configuration, maintenance, and improvement of our Salesforce Enterprise Edition. This role will manage configurations, testing, documentation, and enhancements for all user groups in a collaborative, remote-friendly environment.

The administrator will handle security, flows, integrations, and governance, ensuring scalable solutions and ongoing user support across departments.

Qualifications

• 5+ years of hands-on Salesforce administration experience, including Enterprise Edition / Lightning
• 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 — 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 and support Salesforce Enterprise Edition (Lightning): security model, permission sets, flows, validation rules, page layouts, and object architecture
• Follow governance and best practices for platform adoption and the full change lifecycle — design, change control, UAT, deployment, and support
• Partner with business stakeholders across departments to gather requirements and translate business processes into scalable technical solutions
• Design and document technical solutions aligned to business objectives; review functional designs for soundness before implementation
• Develop and maintain training materials and training 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, and recommend adoption where it benefits the business
• Support and evolve case management processes and internal SOPs governing Salesforce use
• Serve as the primary escalation point for resolving advanced system challenges and troubleshooting intricate technical issues
• Lead or contribute to major platform initiatives (e.g., automation of support workflows, case routing/swarming)
• Document configuration changes and decisions per WealthCounsel's internal documentation standards
• Perform related duties as required or assigned.

Skills

Salesforce Administration

Lightning / Enterprise Edition

Flows & Validation Rules

Integrations (Okta, DocuSign, etc.)

Stakeholder Communication

Certification (Admin)

Tools

Okta

DocuSign

Nintex DocGen

Swoogo

Zuora

HubSpot

Slack

Job description

WealthCounsel is seeking a Salesforce Administrator to join IT to support configuration, maintenance, and improvement of our Salesforce Enterprise Edition. This role will manage configurations, testing, documentation, and enhancements for all user groups in a collaborative, remote-friendly environment.

The administrator will handle security, flows, integrations, and governance, ensuring scalable solutions and ongoing user support across departments.