Council Advisors

• Serve as the primary administrator and developer for our Salesforce platform, including Certinia PSA and FFA modules. • Manage user setup, roles, profiles, permissions, and security settings. • Design, build, and maintain custom objects, fields, workflows, validation rules, and automations (Screen, Record-Triggered, and Scheduled Flows; Apex triggers and classes). • Develop and maintain dashboards and reports for Finance, Sales, and other departments. • Evaluate and pilot Salesforce AI tools (e.g., Agentforce, Einstein) to improve automation and analytics. • Support and lead system upgrades, testing, and troubleshooting in collaboration with Accounting and Finance teams. • Provide day-to-day support for Salesforce users, resolving issues and responding to enhancement requests. • Document system configurations, processes, and best practices. • Collaborate with stakeholders to gather requirements and translate them into scalable Salesforce solutions. • Ensure data integrity and system performance through regular audits and maintenance. • Train users and promote adoption of Salesforce features and best practices.

Role Description We are seeking a hands-on, proactive Senior Salesforce Administrator / Developer to join our team. This role will be responsible for managing and enhancing our Salesforce platform, including Certinia (FinancialForce), and supporting cross-functional teams across the organization. You’ll work closely with Finance, Sales, and Operations to build automations, dashboards, and process improvements that drive efficiency and insight. This is a unique opportunity to take ownership of a critical business system and grow into a leadership role as our organization scales. You’ll be the go-to expert for Salesforce and play a key role in enabling our teams to make data-driven decisions. You’ll join a collaborative, mission-driven team that focuses on operational excellence, continuous improvement, and innovation. The role also offers significant exposure to cross-functional projects and strategic initiatives, providing the opportunity to influence key business decisions and make a meaningful impact across the organization. Key Responsibilities - Serve as the primary administrator and developer for our Salesforce platform, including Certinia PSA and FFA modules. - Manage user setup, roles, profiles, permissions, and security settings. - Design, build, and maintain custom objects, fields, workflows, validation rules, and automations (Screen, Record-Triggered, and Scheduled Flows; Apex triggers and classes). - Develop and maintain dashboards and reports for Finance, Sales, and other departments. - Evaluate and pilot Salesforce AI tools (e.g., Agentforce, Einstein) to improve automation and analytics. - Support and lead system upgrades, testing, and troubleshooting in collaboration with Accounting and Finance teams. - Provide day-to-day support for Salesforce users, resolving issues and responding to enhancement requests. - Document system configurations, processes, and best practices. - Collaborate with stakeholders to gather requirements and translate them into scalable Salesforce solutions. - Ensure data integrity and system performance through regular audits and maintenance. - Train users and promote adoption of Salesforce features and best practices. Qualifications - 5–8 years of hands-on Salesforce development and administration experience. - Salesforce Administrator Certification required; Advanced Administrator, Platform App Builder, Platform Developer I/II, or Certinia Accredited Professional (PSA/FFA) certifications a plus. - Experience with Certinia PSA and Marketing Cloud Account Engagement (formerly Pardot) strongly preferred. - Proficiency in declarative tools (Flow Builder) and hands-on experience with Apex, SOQL, and Lightning Web Components. - Strong understanding of Salesforce architecture, security model, and data management best practices. - Experience with data migration and ETL tools (Data Loader, Workbench, or similar). - Experience with system integrations (REST/SOAP APIs). - Experience with sandbox-to-production deployment and change management. - Experience supporting Finance or FP&A teams is a plus. - Excellent communication and collaboration skills; ability to work with both technical and non-technical stakeholders. - Self-starter with a continuous improvement mindset and a passion for solving business problems with technology. Benefits - Salary range: $125,000 - $145,000. - Discretionary performance bonus. - 401(k) with company contribution. - Generous paid time off. - Benefits and wellness program. Company Description Council Advisors is the trusted partner for C-suite leaders of high performing companies – driving results where it matters most. We partner with CEOs and their teams to tackle their most critical challenges, backed by over 20 years of experience advising top leaders across corporations, investment firms, and non-profits. Through our expert practices – TMG, SSA & Co., and High Lantern Group - we help C-suite leaders turn strategic priorities into winning strategies.

• Build and maintain long-term, trusted client relationships. • Expand existing client accounts by identifying new needs and innovative solutions. • Generate new business through strategic networking, referrals, and thought leadership. • Develop and deliver compelling proposals to prospective clients and boards. • Publish thought leadership that reinforces TMG’s market position and intellectual capital. • Lead the scoping of client engagements, aligning deliverables with business impact. • Foster client retention through consistent high-quality delivery and relationship management. • Serve as a trusted advisor to CEOs, boards and CPOs on leadership and succession. • Translate client challenges into actionable insights and high-impact strategies. • Write and review client-facing deliverables, ensuring clarity, rigor, relevance, and impact. • Provide strategic oversight across complex client engagements, ensuring alignment with client needs, project scope, and TMG’s standards of excellence. • Ensure rigorous scope, delivery, and quality assurance of multifaceted client projects, maintaining senior-level ownership of outcomes. • Contribute to and scale proprietary tools, frameworks, and best practices. • Develop and mentor the next generation of TMG, particularly Directors. • Delegate work that balances project needs with individual development goals. • Provide consistent feedback, career counseling, and coaching to team members. • Role-model TMG’s values and culture of excellence, inclusion, and intellectual rigor.

• Produce high-quality written deliverables (e.g., executive assessments, coaching plans, etc.) that evidence analytical rigor, sound judgment, and an ability to deduce relevant and insightful recommendations • Simultaneously advance multiple workstreams across different clients/industries, facilitating seamless coordination and delivery against defined (and sometimes short) timelines • Lead client interviews that surface specific, high-value insights; build client relationships; demonstrate knowledge of a client’s business to probe effectively and test hypotheses; synthesize feedback into relevant themes • Credibly represent TMG with external stakeholders at the most senior levels, demonstrating maturity, preparedness, presence, and thoughtful engagement • Proactively research client industries, companies, and business models such that you can ask relevant questions to uncover deeper insights; be curious and take initiative • Support Directors and Managing Directors in go-to-market activities, including the creation and refinement of proposals and marketing materials • Contribute to firm initiatives and projects, as requested, to develop TMG’s internal capabilities. • Role-model TMG’s values and culture of excellence, inclusion, and intellectual rigor.