Senior Salesforce Administrator

Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
More information is available on the company's website at: www.alliant.com.


SUMMARY

Responsible for ensuring Salesforce operates as a reliable, scalable platform that supports teams across Customer Success, Billing, Claims, Compliance, Finance, and Sales. Reporting to the Operations leadership team, this individual serves as the primary point of contact for day-to-day support while also leading smaller enhancements and projects from intake through delivery. Translate business needs into efficient, well-designed Salesforce solutions, maintain data integrity, and continuously improve workflows to reduce manual processes. This role requires a hands-on problem solver who can balance responsive ticket management with proactive platform improvements, helping the organization move faster and operate more effectively.


ESSENTIAL DUTIES AND RESPONSIBILITIES

Administers, configures, and maintains the Salesforce platform, serving as the primary day-to-day support lead while ensuring system stability, scalability, and efficiency.

Monitors and manages Salesforce ticket queues, prioritizing and resolving requests across departments.

Manages user roles, profiles, permissions, and security settings, ensuring proper access while supporting evolving operational needs.

Builds and maintains reports, dashboards, flows, validation rules, and automation processes to reduce manual work and improve operational efficiency.

Builds and maintains operational dashboards and reports that support billing, claims, compliance, and customer success teams.

Gathers requirements directly from business teams and translates operational needs into practical, scalable Salesforce solutions.

Documents system changes, workflows, and configurations; translates Standard Operating Procedures (SOPs) into scalable Salesforce processes.

Coordinates with third-party vendors, developers, and consultants as needed to support integrations and enhancements.

Supports the implementation and maintenance of AppExchange solutions and third-party integrations.

Provides clear communication, training, and support to end-users to increase adoption and improve day-to-day effectiveness.

Troubleshoots and resolves Salesforce issues and support tickets efficiently, providing clear status updates and resolutions to users.

Ensures data integrity through audits, monitoring, data cleansing, and proactive recommendations for improvement.

Owns smaller Salesforce initiatives from intake through production, including requirements gathering, configuration, testing, and deployment.

Remains up-to-date with Salesforce updates, releases, and best practices to drive innovation.

Partners with Operations, IT, and business teams to ensure Salesforce solutions align with operational workflows and company goals.


QUALIFICATIONS
EDUCATION / EXPERIENCE

Bachelor's Degree in Information Technology, Business, or a related field, or equivalent work experience

Five (5) or more years of hands-on experience as a Salesforce Administrator

One (1) or more years Experience in insurance, financial services, or regulated industries

Five (5) or more years Experience working with external consultants or developers

One (1) or more years Familiarity with ticketing systems and Agile workflows

Salesforce Administrator Certification

Salesforce Advanced Administrator Certification


SKILLS

Strong understanding of Salesforce configuration best practices, data management, security, and governance fundamentals.

Proficient in building and maintaining Flows, validation rules, custom objects/fields, reports, dashboards, and page layouts.

Strong working knowledge of Salesforce Lightning Experience, Service Cloud, and Sales Cloud.

Working knowledge of SOQL and ability to collaborate effectively with developers; basic familiarity with Apex and Lightning components is a plus.

Ability to independently manage workload and prioritize competing requests in a fast-paced, operational environment.

Experience working within structured ticketing or intake systems to manage Salesforce requests.

Strong documentation skills with the ability to translate business processes into scalable Salesforce workflows.

Experience monitoring and impro