• Lead the design and implementation of end-to-end solutions, ensuring that new features are scalable, maintainable, and aligned with long-term system health. • Personally design and maintain complex, high-performance Salesforce Flows and business logic, minimizing the need for custom Apex code while maintaining optimal system performance. • Own the data model. Directly manage object relationships, field integrity, and sharing architectures to ensure data security and reporting accuracy. • Partner with department heads (Sales, Marketing, Ops) to conduct deep-dive discovery sessions, uncovering the 'why' behind requests to build better 'hows'. • Execute connections between Salesforce and third-party tools (e.g., ERP, Marketing Automation), ensuring seamless data flow across the tech stack. • Act as the primary gatekeeper for the production environment, managing the deployment pipeline (DevOps), sandboxes, and release management.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We’re looking for a detail-oriented Salesforce Administrator to help manage and optimize Salesforce for one of our clients. In this role, you’ll be responsible for the day-to-day configuration, support, and maintenance of the platform, ensuring it runs smoothly and continues to support evolving business needs. You’ll work closely with project leads and stakeholders to translate business requirements into scalable Salesforce solutions and ensure users are fully enabled to get the most out of the system. This is an excellent opportunity for a certified Salesforce professional who is eager to deepen their expertise across multiple orgs and industries. This is a full-time, fully remote position. Candidates must be available to work during Eastern Time business hours (Monday to Friday, 9:00 AM – 5:00 PM ET). Key Responsibilities - Developing and implementing strategic plans that align with our organizational goals. - Collaborating with cross-functional teams to foster a cohesive work environment. - Monitoring project timelines and deliverables, providing regular updates to stakeholders. - Conducting thorough market research and analysis to inform decision-making processes. - Overseeing the training and development of team members. - Ensuring compliance with industry regulations and company policies. - Evaluating and reporting on key performance metrics. - Administer and configure Salesforce orgs across Sales Cloud, Service Cloud, and Experience Cloud for multiple client accounts. - Manage user accounts, roles, profiles, permission sets, and security settings in line with client requirements. - Build and maintain flows, process builders, validation rules, and approval processes. - Create and manage custom objects, fields, page layouts, record types, and relationship structures. - Develop and maintain dashboards, reports, and list views to support business decision-making. - Perform data management tasks including imports, deduplication, mass updates, and data quality monitoring. - Manage AppExchange installations, integrations, and connected app configurations. - Provide first and second-line support to end users. - Document configurations, processes, and system changes. - Participate in discovery sessions and requirement gathering meetings with clients. - Support release management activities including sandbox management and deployment checklists. - Stay current with Salesforce releases and communicate relevant feature updates. Qualifications - Salesforce Certified Administrator (ADM-201) — required - 1–3 years of hands-on Salesforce administration experience in a professional setting - Solid understanding of Salesforce data model, security model, and automation tools - Experience with Flow Builder and declarative automation (Process Builder knowledge a plus) - Proficiency with standard reporting and dashboard creation - Comfortable working in a multi-client or agency environment - Strong communication skills — able to explain technical concepts clearly to non-technical stakeholders - High attention to detail and strong organisational habits Preferred Qualifications - Salesforce Certified Advanced Administrator or Platform App Builder certification - Experience with Salesforce CPQ, Pardot / Marketing Cloud Account Engagement, or Field Service Lightning - Familiarity with data tools such as Data Loader, Workbench, or Dataloader.io - Previous experience in a managed services or consulting firm - Experience with HubSpot CRM administration is a nice-to-have

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are seeking an experienced Senior Salesforce Administrator to lead complex client engagements, mentor junior team members, and act as a trusted technical advisor across our client portfolio. In this role, you will design and deliver sophisticated Salesforce solutions across multiple clouds and product areas while driving best practices across the team. This role is ideal for a hands-on practitioner who is equally comfortable working directly within a Salesforce org as they are presenting strategic recommendations to client stakeholders and leadership teams. This is a full-time, fully remote position. Candidates must be available to work during Eastern Time business hours (Monday to Friday, 9:00 AM – 5:00 PM ET). Key Responsibilities - Lead end-to-end Salesforce implementations and optimisation engagements for mid-market and enterprise clients - Architect scalable solutions across Sales Cloud, Service Cloud, Experience Cloud, and related products, balancing declarative and programmatic approaches - Conduct discovery workshops, solution design sessions, and technical requirement gathering with client stakeholders - Design and build advanced automation using Flow Builder (including screen flows, scheduled flows, and autolaunched flows), replacing legacy Process Builder and Workflow Rules - Manage complex data architecture including custom object modelling, junction objects, and large-scale data migrations - Perform org health audits and technical debt assessments, producing prioritised remediation roadmaps for clients - Oversee sandbox strategy, release management, and change set or CI/CD-based deployments - Mentor and technically guide junior and mid-level Salesforce Administrators on the team - Collaborate with Salesforce developers on requirements that exceed declarative capabilities, providing clear handoff documentation - Serve as the senior escalation point for complex support issues and environment incidents - Maintain strong client relationships, participating in regular business reviews and proactively identifying expansion opportunities - Contribute to internal knowledge base, playbooks, and team training initiatives Qualifications - Salesforce Certified Administrator (ADM-201) — required - Salesforce Certified Advanced Administrator — required (candidate profile: 6x Salesforce Certified) - 4+ years of Salesforce administration experience, including at least 2 years in a senior or lead capacity - Demonstrated experience delivering complex, multi-phase Salesforce projects from discovery through to go-live - Deep expertise in Flow Builder, Approval Processes, and the full Salesforce automation stack; proficiency in Reports, Dashboards, and custom SOQL queries - Strong understanding of integration concepts (REST/SOAP APIs, middleware platforms, connected apps); hands-on experience with Data Loader, Workbench, and data migration and synchronisation projects - Proven ability to manage multiple concurrent client accounts and shifting priorities - Excellent client-facing communication and presentation skills; demonstrated strengths in stakeholder collaboration, change management, requirements elicitation, user training, and process improvement - Experience with Salesforce data governance, data quality management, and large-scale data migrations Preferred Qualifications - Experience in a similar role or industry, demonstrating a capacity to contribute immediately to our team's goals - Proficiency with the relevant tools and technologies, allowing seamless integration into our existing workflows - Strong analytical and problem-solving skills, enabling the candidate to tackle challenges with creativity and critical thinking - Exceptional communication abilities, fostering effective collaboration within a diverse team and across various departments - A track record of successful project management, showcasing the ability to meet deadlines and manage multiple priorities efficiently Nice-to-Have - Additional certifications such as Platform App Builder, CPQ Specialist, Service Cloud Consultant, or Sales Cloud Consultant - Familiarity with the broader Salesforce ecosystem toolset, including Conga (document automation), Salesforce Inspector, and Workbench; experience with sales intelligence tools such as LinkedIn Sales Navigator and ZoomInfo is a plus - Experience working with project and ITSM tools such as JIRA and ServiceNow in a delivery or support context - Experience with Salesforce CPQ, Revenue Cloud, Marketing Cloud, or Field Service Lightning - Familiarity with DevOps tools such as Gearset, Copado, or GitHub Actions for Salesforce deployments - Exposure to Apex, SOQL, and Lightning Web Components — sufficient to review code and collaborate effectively with developers - Background in a Salesforce consulting partner or managed services organisation - Familiarity with HubSpot CRM administration (Marketing Hub, Sales Hub, or Service Hub) is a nice-to-have, particularly for client engagements involving multi-platform CRM environments or Salesforce-HubSpot migrations

Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is investing in its employees, technology, and customer experience – with long-term success in mind every step of the way. The Senior Salesforce Administrator is responsible for the administration, customization, and maintenance of the Salesforce platform within the organization. The ideal candidate will have 5+ years of experience in Salesforce administration, with a strong focus on flow and Apex development. Knowledge or experience with Conga documents is a plus. In this role you will: - Manage and maintain the Salesforce platform, including user accounts, profiles, and permissions - Create and manage custom objects, fields, and relationships - Develop and maintain Salesforce flows and Apex triggers - Implement and manage Salesforce integrations with other systems with thorough understanding of API’s and synchronization, including limits - Monitor and troubleshoot Salesforce performance issues - Provide training and support to Salesforce users - Stay up-to-date on the latest Salesforce features and best practices - Work closely with stakeholders for criteria and follow-up. Why you should apply: - Mission driven company: Forward is a trusted source of fast, flexible funding for small businesses that have often been underserved by traditional financing options. When you join the team, you will help ensure all small businesses have access to the financial support they need to succeed. - Flexibility is a top priority: Our employees are empowered to choose where they want to work (whether that’s from home, in the office, or a combination of both) with flexible hours. Role Requirements: - Salesforce Senior Administrator certification - Platform App Developer II Certification a plus - 5+ years of experience in Salesforce administration - Strong understanding of Salesforce flow development and Apex development - Experience with Conga (document creation and automation) a plus - Excellent communication and interpersonal skills - Ability to work independently and as part of a team - Strong analytical and problem-solving skills - Ability to meet deadlines and manage multiple projects simultaneously Compensation: Annual Targeted Salary: $115,000 - $125,000 USD Annual Target Bonus: 10% At Forward Financing, we're committed to fair and transparent compensation. We believe in providing a compensation package that recognizes your skills, experience, and the unique value you bring to our team. We take a market-based approach to pay, regularly reviewing benchmark data to ensure our compensation remains competitive, equitable, and aligned with our performance-driven culture. Final offers are determined by a variety of factors, including the candidate's qualifications, relevant experience, specific skills, and internal equity. This approach ensures that our compensation is competitive and equitable. Your recruiter will provide specific details on the expected base and variable earnings as it pertains to this specific role. Total Rewards: Additionally, we offer a comprehensive total rewards package, including but not limited to: medical, dental, vision, commuter benefits, a flexible time-off policy, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match. Forward is proud to be a remote-first company, keeping workplace flexibility a top priority for our employees. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. To help facilitate in-person collaboration, employees are welcome to work from one of our premiere office locations. When we aren’t collaborating to drive business and support our customers, we’re finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together! Forward Financing Core Values: - Drive the Mission - We believe in financial opportunity for underserved small businesses. We say “yes” when others say “no.” - Keep It Real - We value direct communication, candid feedback, and authenticity. We are an open book. - Act with Kindness - We create an environment where caring is cool and helping is the norm. We do the right thing. - Shoot for Extraordinary - We are inspired by innovative thinking and continuous improvement. We never settle for yesterday’s best. About Us: Forward Financing is a fintech company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver approvals within hours and funds that same day – giving more businesses the financial opportunity they need to thrive. Plus, with their dedicated teams and award-winning service, customers get personalized support when they need it most. Since 2012, Forward has expanded access to capital by providing over $4.5 billion in funding to more than 87,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.6 stars rating on Trustpilot.com. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is dedicated to empowering both its team and the customers they serve, helping them succeed and thrive. US Equal Opportunity Employment Information Forward Financing is proud to be an equal opportunity employer, and is committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. With a laser focus on employee impact, we’re able to reduce biases and ensure the right people are in the right jobs to contribute to our mission. The varied perspectives of our people fuel innovation and make us a stronger team. By embracing what makes each of us unique, we create a supportive environment where people feel valued, accepted, and empowered to thrive. California Employee Privacy Policy