Salesforce Administrator

The Salesforce Administrator at Finalsite owns the day-to-day health, usability, and data integrity of our Salesforce environment and the GTM applications connected to it. This is a hands-on administration role focused on keeping Sales, Client Success, Marketing, Professional Services, and Finance teams productive in the platform: managing users and access, building and maintaining declarative automation, supporting lead-to-opportunity and quote-to-cash workflows, and resolving user issues quickly and durably. The role partners closely with Revenue Operations stakeholders and with our outsourced Salesforce architecture and development partner, who handles programmatic (Apex/LWC) work and larger architectural initiatives; the Administrator scopes, prioritizes, tests, and deploys that work on the business's behalf.

The ideal candidate is an advanced declarative builder who is equally comfortable clearing a support queue and shipping sprint work, and who treats recurring tickets as automation opportunities rather than routine.

LOCATION

100% Remote - Anywhere within the US

RESPONSIBILITIES

User Lifecycle & Access Management

• Own Salesforce user lifecycle end to end: provision new hires, assign profiles, roles, and permission set groups, and promptly deactivate and reassign records on offboarding.

• Resolve access, permission, and login issues across Salesforce and connected tools, including MFA/verification prompts, report export rights, the Gmail-to-Salesforce connector, DocuSign permissions, and PSA (Rocketlane) access.

• Maintain the Salesforce role hierarchy and manager relationships so approvals, forecasting, and reporting reflect the current org structure.

Platform Administration & Automation

• Build, maintain, and debug declarative automation (Flows, validation rules, formula fields, approval processes) supporting lead conversion, opportunity and renewal management, CSAT, trial, and site-key generation processes.

• Administer approval processes, including re-routing for manager changes and PTO coverage, and correcting approval logic when requests route incorrectly.

• Manage day-to-day configuration: objects, fields, picklists (e.g., Lead Source Detail, SIS options), page layouts, record types, and product catalog changes such as product retirements and swaps.

• Triage and resolve lead conversion and routing issues, including validation errors, lead-to-opportunity matching, ownership corrections, and partner lead routing.

Quote-to-Cash & Contract Support

• Support contract generation and e-signature workflows in Conga Composer and DocuSign: template corrections, layout buttons, signatory issues, and Legal-requested language changes to Order and Addendum templates.

• Maintain opportunity and renewal data integrity, including auto-created renewal ownership, annual price rollups, revenue split logic, subsidiary assignment, and product line-item accuracy.

Data Management & Reporting

• Execute data imports and list hygiene: scrub and load conference attendee lists against existing records, update campaign members, run contact refinement and archival updates, and support bulk record changes.

• Build and maintain reports, dashboards, and custom report types for Sales, Client Success, Professional Services, and leadership requests.

Integrations & Connected GTM Applications

• Act as first-line owner for integrations connected to Salesforce, including the HubSpot sync, Celigo (NetSuite), Rocketlane, ChurnZero, Chorus, Outreach, Chili Piper, HighSpot, and Slack notifications; monitor sync errors, certificate and connection health, and field mappings, and escalate platform-level issues to the development partner.

• Ensure new fields and processes are reflected consistently across integrated systems (e.g., mapping new lead fields across all intake flows and conversion mappings).

Process Optimization & Rev Ops Collaboration

• Manage the Ask RevOps support queue with clear communication, documented resolutions, and root-cause fixes that reduce repeat tickets.

• Partner with Sales, Marketing, Client Success, Professional Services, and Finance stakeholders to translate requests into well-scoped, prioritized sprint work.

• Identify recurring manual work (e.g., provisioning, access requests, list loads) and automate or standardize intake to recover capacity for roadmap work.

System Ownership & Development Partner Coordination

• Write clear requirements and acceptance criteria for programmatic and architectural work, hand off to the outsourced development partner, and own UAT, sandbox testing, and production deployment of delivered work.

• Maintain sandbox environments and release hygiene, evaluate Salesforce releases and new platform features, and ensure compliance with security and data privacy standards.

• Monitor system performance and proactively address issues before they impact users.

QUALIFICATIONS AND SKILLS

Required :

• 3–5+ years of hands-on experience as a Salesforce Administrator in a B2B SaaS environment, with an understanding of subscription models and renewal lifecycles.

• Advanced proficiency with Salesforce Flow, including debugging and refactoring existing flows, plus validation rules, formula fields, and approval processes.

• Strong experience with user management at scale: profiles, permission set groups, role hierarchy, sharing, and SSO/SCIM-based provisioning (Okta preferred).

• Experience supporting quote-to-cash tooling such as Conga Composer and DocuSign, and lead-to-opportunity processes including lead routing and conversion.

• Proficiency with data loading and cleanup tools (Data Loader, Data Import Wizard, or equivalent) and comfort working in spreadsheets to prepare and reconcile data.

• Demonstrated ability to run a support queue: strong troubleshooting, prioritization, written communication, and documentation skills.

• Salesforce Administrator (ADM-201) certification; Advanced Administrator or Platform App Builder strongly preferred.

Preferred

• Experience owning or supporting integration platforms (Celigo, Workato, MuleSoft) and marketing automation syncs (HubSpot).

• Familiarity with PSA tools (Rocketlane, Cloud Coach), customer success platforms (ChurnZero), and conversation intelligence or sales engagement tools (Chorus, Outreach).

• Ability to read Apex and understand the structure of existing triggers and classes well enough to scope work for, and review deliverables from, an outsourced development team. Writing Apex or LWC is not required for this role.

• Experience working alongside an external Salesforce architecture/development partner, including sandbox-to-production deployment and UAT.

• Experience with NetSuite-connected order-to-cash processes and multi-entity or post-acquisition Salesforce environments.

• Bachelor's degree or commensurate experience.

RESIDENCY REQUIREMENT

Finalsite offers 100% fully remote employment opportunities, however, these opportunities are limited to permanent residents of the United States. Current residency, as well as continued residency, within the United States is required to obtain (and retain) employment with Finalsite.

DISCLOSURES

Finalsite is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. EEO is the Law. If you have a disability or special need that requires accommodation, please contact Finalsite's People Operations Team. Finalsite is committed to the full inclusion of all qualified individuals. As part of this commitment, Finalsite will ensure that persons with disabilities or special needs are provided a reasonable accommodation. Ensure your Finalsite job offer is legitimate and don't fall victim to fraud. Ask your recruiter for a phone call or other type of verbal communication and ensure all email correspondence is from a finalsite.com email address. For added security, where possible, apply through our company website at finalsite.com/jobs.