Salesforce Administrator
Batteries PlusAbout the role
The Salesforce Administrator is responsible for the day-to-day management, configuration, support, and continuous improvement of the Salesforce CRM platform. This role works closely with Commercial stakeholders and cross-functional departments to understand business needs and deliver technical solutions that enhance productivity, streamline processes, and maximize the value of Salesforce.
Essential Duties and Responsibilities
Salesforce Management & Configuration
- Configure and maintain user roles, profiles, permissions, page layouts, workflows, and approval processes.
- Create and manage custom fields, objects, record types, and relationships.
- Build and maintain reports, dashboards, and list views that support business decision-making.
- Manage data integrity through cleansing processes and duplicate record management.
- Conduct regular system audits to ensure compliance with best practices and internal standards.
Process Improvement
- Partner with Sales, Marketing, and Customer Support to identify and implement process improvements within Salesforce.
- Gather requirements from stakeholders and translate them into technical specifications for new projects and enhancements.
- Develop and optimize automation rules and approval processes to reduce manual tasks and improve efficiency.
Innovation, Automation & AI Enablement
- Design AI-powered workflows, automations, and agent interactions that directly support Commercial Sales objectives.
- Partner with business stakeholders, IT, and Salesforce vendors to implement and scale AI-enabled solutions.
- Track adoption and performance of deployed tools, translating user feedback and business outcomes into actionable enhancements
- Stay current on emerging Salesforce capabilities and recommend solutions that advance sales effectiveness and customer experience.
System Maintenance & Upgrades
- Monitor Salesforce releases and evaluate new features for relevance and applicability to the business.
- Manage system upgrades with minimal disruption to users.
- Coordinate with Salesforce support to resolve system issues and escalations.
- Communicate system changes and updates to stakeholders clearly and in a timely manner.
User Support & Training
- Provide day-to-day support for Salesforce users, troubleshoot issues, and respond to questions.
- Develop and deliver training sessions for new and existing users
- Create and maintain user documentation, manuals, and training materials.
- Assist with onboarding new users and configuring user accounts.
Education and Experience
- Bachelor's Degree in IT or a related field.
- 4 or more years of experience working with Salesforce in an analyst or administrator capacity.
- Capable of managing multiple tasks; demonstrated ability to successfully meet project timelines and goals in a fast paced environment.
- Salesforce and/or Agentforce Certification required.
- Strong analytical skills. Ability to assess situations using statistical and qualitative analysis and make recommendations and/or decisions to meet business needs.
- Ability and willingness to travel as needed.
Physical Requirements / Work Environment
The physical demands required to perform the essential responsibilities of this position are as follows. Reasonable accommodations, if necessary and/or as required by law, will be made available.
- Regularly required to sit, use hands, talk, and hear; occasionally lift up to 20 pounds.
- Requires close vision and extended use of a computer.
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