Salesforce Administrator
DocMagic
Salesforce AdministratorDocMagic is the leading provider of digital solutions for the eMortgage industry, including regulatory compliance, document generation, eSignature, and complete eClosings. DocMagic has been solving the mortgage industry's toughest challenges with innovative technology solutions since 1987. Today, we continue to lead the industry with award-winning proprietary software, mobile apps, and web-based solutions.We are seeking an experienced Salesforce Administrator to serve as the primary owner of our Salesforce platform and drive ongoing improvement across administration, automation, data quality, reporting, security, and integrations.This role partners closely with Sales, Marketing, Client Services, Accounting, Legal, Technical Support, and external system owners to support business operations, evaluate enhancement requests, improve user adoption, and ensure Salesforce remains scalable, well-governed, and aligned with business goals.The ideal candidate is a hands-on senior administrator with strong business analysis skills, deep experience in Salesforce platform configuration, a disciplined approach to governance and change management, and practical experience supporting third-party integrations. Experience with Domo is strongly preferred, and HubSpot experience is a plus.Key ResponsibilitiesSalesforce Platform AdministrationConfigure and maintain objects, fields, page layouts, Lightning record pages, record types, validation rules, reports, dashboards, and declarative automationAdminister user provisioning, deactivation, permission sets, permission set groups, roles, queues, and other security-related configurationMonitor platform health, data quality, usability, and overall system effectivenessEvaluate existing configuration and recommend cleanup or redesign where legacy setup is inefficient, redundant, or difficult to maintainBusiness Process Improvement and Request ManagementAct as the primary intake point for Salesforce enhancement requests from business teamsPartner with stakeholders to gather requirements, assess business impact, and translate needs into scalable Salesforce solutionsPrioritize requests, document recommendations, and balance short-term support with long-term platform maintainabilityIdentify opportunities to simplify processes, improve adoption, reduce manual work, and strengthen governanceSales Operations, CPQ, and ProductivityAdminister and optimize Salesforce CPQ, including product setup, pricing, quoting, approvals, renewals, and related support processesSupport lead management, opportunity management, forecasting, and pipeline visibilityConfigure and support Sales Engagement / Cadences and related productivity workflowsPartner with Sales leadership and end users to improve process efficiency, visibility, and data integrityIntegrations and Data ManagementSupport and coordinate Salesforce integrations with third-party systems, including analytics, marketing, and operational platformsMonitor and troubleshoot data flow between Salesforce and external systemsPartner with internal technical teams and vendors to maintain reliable integrations, resolve sync issues, and improve data qualitySupport integration-related configuration, field mapping, data validation, and operational troubleshootingExperience with Domo-related reporting, writeback, or integration workflows is strongly preferred; HubSpot integration experience is a plusReporting and AnalyticsDesign and maintain reports and dashboards for leadership and business teamsSupport reporting for sales performance, marketing attribution, service operations, and platform adoptionEnsure reporting is built on reliable, governed data and aligns with business definitionsGovernance, Documentation, and Change ManagementEstablish and follow best practices for Salesforce administration, documentation, release management, and production change controlSupport sandbox testing, deployment readiness, and regression validation for configuration changesMaintain clear documentation for system behavior, automation, access, and support processesStay current with Salesforce platform releases and recommend improvements aligned to business prioritiesRequired Qualifications4+ years of direct Salesforce Administrator experience in a production environmentStrong hands-on experience with:Salesforce Lightning ExperienceConfigure, Price, Quote (CPQ)Sales Engagement / CadencesSalesforce integrations with third-party systemsProven experience supporting Salesforce users across multiple departmentsExperience with Salesforce security and access administration, including users, roles, permission sets, and governanceStrong understanding of sales and marketing operations and CRM best practicesExperience with declarative automation tools, including Flow, validation rules, and approval processesAdvanced reporting and dashboarding skillsExcellent analytical, problem-solving, and communication skillsPreferred QualificationsExperience with Domo and Salesforce-related analytics, writeback, or integration workflowsExperience with HubSpot and Salesforce integrationSalesforce Administrator Certification (ADM-201) or higherExperience with data migration, data cleanup, and API-based toolsExperience in a SaaS, financial services, or professional services environmentExperience working in an agile or request-driven enhancement environment
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