CallRail logo
CallRail

Founded in 2011, CallRail is a computer software company that helps businesses boost their marketing impact with its call-tracking technology. Trusted by over 1

Salesforce Administrator

Location

United States

Posted

17 days ago

Salary

0

Seniority

Mid Level

Bachelor Degree2 yrs expEnglish

Job Description

Salesforce Administrator

CallRail

• Administer & Maintain: Provide day-to-day Salesforce administration, including user setup, profiles, permission sets, and license management for 130+ users. • Configure & Optimize: Design, configure, and deploy Salesforce solutions using Flows, record types, dynamic layouts, approval processes, dashboards, and reports. • Drive Data Governance: Implement standardized governance policies that improve data quality and system consistency. • Manage Integrations: Own and optimize third-party integrations with tools such as LeanData, Outreach, Gong, Qualified, and others. • Support Agile Execution: Participate in monthly agile sprints, backlog grooming, and iterative delivery through Asana-based project management. • Ensure Scalability: Apply a declarative-first approach to automation and system design, ensuring cross-functional maintainability and alignment with Salesforce’s product evolution. • Test & Deploy: Use sandbox environments for testing and validating changes before production deployment; partner with the Salesforce Architect to explore DevOps tools and best practices. • Release Readiness: Oversee the third-party system release management cycle, ensuring features and functionality are fully tested and aligned with roadmap timelines. • Document & Share Knowledge: Maintain clear and accessible documentation in Confluence and Google Workspace to support knowledge sharing and continuity. • Prepare for the Future: Contribute to our roadmap for AI-powered features across our techstack in 2026 and beyond.

Job Requirements

  • 2+ years of Salesforce administration experience, ideally within a B2B SaaS environment.
  • Salesforce Administrator Certification (required); other Salesforce certifications are a plus.
  • Strong command of Salesforce Flow and other declarative tools.
  • Familiarity with enterprise-scale Salesforce architecture (200+ Flows, multiple custom objects, complex role hierarchies).
  • Comfort with large datasets, Excel, and analytical reporting.
  • Excellent cross-functional communication skills and stakeholder management.
  • Experience supporting Agile workflows and tools like Asana.
  • Exposure to Einstein, Agent AI, or similar Salesforce-native AI solutions preferred.
  • Experience with Confluence or similar documentation platforms.

Benefits

  • Healthcare (one option covered at 100% for employees)
  • Dental & Vision Coverage
  • Competitive HSA with company matching
  • Paid parental leave
  • Flexible vacation policy
  • 401K options with company dollar-for-dollar match
  • Employee stock options available from day one
  • $2,000 annual educational allowance
  • Catered lunch every Tuesday * an in-office perk
  • MARTA transportation or office parking expenses covered
  • Employee charitable donation company match, up to $500 annually
  • Regular company outings and events
  • Hybrid work options with $500 office stipend to set up your home office
  • Designated bike storage

Related Categories

Related Job Pages

More Salesforce Administrator Jobs

EverCommerce logo

Salesforce Administrator

EverCommerce

Software that Powers the Service Economy

Full TimeRemoteTeam 1,001-5,000Since 2016H1B Sponsor

• Support our Ops Strategists in delivering on Salesforce implementations or change management projects • Manage inbound support tickets for both system enhancements and issue resolution • Collaborate with stakeholders on developing sustainable and scalable business processes • Develop Salesforce administrative best practices and frameworks for implementing and maintaining them across the portfolio • Provide administrative support and development bandwidth across varying platforms in the following categories: CRMs (Salesforce, Zoho, HubSpot, etc.) Sales Enablement solutions (SalesLoft, Outreach, InsideSales, etc.) Telephony solutions (Talkdesk, Ring Central, native CRM voice solutions, etc.) Support Platforms (Salesforce, Zendesk, Zoho Desk, Freshdesk, etc.)

United States
$70K - $80K / year
Job Closed
E SOURCE logo

Salesforce Administrator

E SOURCE

E Source is a research, data/analytics, and technology focused professional services firm focused exclusively on the utility industry in the US and Canada. We help utilities target and serve their customers more effectively, enhance and optimize their grid, and leverage operating best practices and technologies to manage their business more effectively. Headquartered in Texas, we have 450+ employees across the US and Canada.

Full TimeRemoteTeam 201-500

Role Description As a Salesforce Administrator, you’ll be the go-to owner of our Salesforce environment—keeping it clean, reliable, and trusted by the field. You’ll handle the daily care and feeding of the platform: - Triage user requests, resolve issues, build and refine workflows. - Ensure data flows accurately across accounts, contacts, opportunities, and renewals. - Build dashboards and reports that sales, marketing, finance, and delivery teams rely on. This role is ideal for someone who enjoys hands-on system work, takes pride in tidy data, and finds satisfaction in making tools easier for the people who use them every day. In this role, you will: - Own day-to-day administration of Salesforce, including users, profiles, permissions, roles, page layouts, fields, validation rules, workflows, and automations. - Serve as the primary point of contact for Salesforce user support; triage and resolve incoming requests through a ticket queue with clear prioritization and timely follow-through. - Build and refine reports and dashboards for forecasting, pipeline health, territory performance, activity tracking, and renewal risk. - Maintain data integrity and hygiene across accounts, contacts, opportunities, subscriptions, and renewals through regular audits, deduplication, and cleanup routines. - Document standard processes, field definitions, and workflows so users can self-serve and changes can be tracked over time. - Partner with sales, marketing, finance, and delivery teams to translate business needs into practical Salesforce solutions. - Support integrations between Salesforce and connected tools (e.g., marketing automation, sales engagement, billing) and help maintain a unified view of the customer lifecycle. - Deliver training, office hours, and enablement materials that drive consistent adoption and good habits across the field. - Identify gaps, friction, and inefficiencies in the platform and proactively recommend improvements. - Work on ad hoc projects and strategic initiatives as applicable. Qualifications - Hands-on experience administering Salesforce in a fast-paced commercial environment. - Enjoy the operational side of the job—running a clean ticket queue, closing loops, and helping users unblock themselves. - Take pride in tidy, trustworthy data and aren’t shy about chasing down the source of a problem. - Comfortable balancing system governance with usability—building guardrails without slowing the business down. - Communicate clearly with non-technical users and translate business questions into reports and workflows that answer them. - Bring an analytical mindset and can tell a clear story with data through dashboards and reports. - Operate effectively with ambiguity while consistently driving clarity, structure, and accountability. Requirements - 3+ years of hands-on Salesforce administration experience (Sales Cloud). - Demonstrated experience supporting end users, managing a ticket queue, and resolving day-to-day platform issues. - Proven ability to build and maintain reports, dashboards, workflows, validation rules, and automations. - Strong attention to detail and a commitment to data quality and process rigor. - Comfortable operating cross-functionally with sales, marketing, finance, and delivery stakeholders. - Salesforce Administrator certification preferred but not required. - Bachelor’s degree in Business, Information Systems, or a related field preferred. Benefits - Excellent insurance options, including medical, dental, and vision plans; company-paid life insurance; company-paid long- and short-term disability insurance; medical and dependent-care flexible spending plans, and paid parental leave. - A flexible time off (FTO) policy that provides paid time away from work, approved by your manager, while ensuring business needs, workload commitments, and appropriate coverage are maintained. - A 401(k) plan with a 3% employer match. - The budgeted salary for this position is $85,000–$100,000 USD + annual bonus. Actual pay will be adjusted based on experience. - This role will be 100% remote, with infrequent travel (generally 0–2 times per year). Core time zones for work are East/Central.

United States
$85K - $100K / year
Job Closed
DocPlanner logo

Salesforce Administrator (Service Cloud Specialist)

DocPlanner

At Docplanner Group, we’re on a mission to help people live longer, healthier lives. As the world’s largest healthcare platform, each month, we connect 24 million patients with 280k doctors across 13 countries. Our marketplaces, SaaS and AI tools simplify daily tasks and help doctors, clinics and hospitals work more efficiently. Real impact – We help doctors help patients. Your work truly makes a difference. At scale, yet agile – 3,000+ employees, but still fast, flexible, and hands-on. Shape the future, sustain growth – Make a difference now and build for long-term success.

Full TimeRemoteTeam 1,001-5,000Since 2012H1B No Sponsor

Role Description - Own and govern Salesforce configuration, including objects, fields, layouts, record types, search, reporting and dashboards. - Particularly Salesforce Service Cloud configuration, including: - Case Management - Service Console - Knowledge - Omni-Channel - Digital Engagement - Entitlements - Milestones - Queues and routing configurations - Maintain security such as user accounts, sharing rules, user roles, user profiles, user permissions, field level security, groups, validations. - Manage mass imports, updates and exports of data. - Ensure data integrity, security and perform required audits reviews. - Design, implement and govern declarative automation architecture (Flows, approvals, assignment rules, email automation), ensuring scalability, maintainability and best practices. - Manage operational requests, change requests and troubleshoot issues, working with diverse user groups and potentially with business leaders. - Handle complex and escalated support requests, perform root cause analysis, and improve system stability and user experience. - Assist in conducting training to business owners for new features and help with roll-out. - Assist in developing and maintaining documentation on processes, policies, application configuration, and help related materials. - Own end-to-end delivery of Salesforce initiatives, coordinating admins, developers and testers across design, build, testing, deployment and post-release support. - Mentor and guide other team members, enforcing best practices during design and implementation. - Proactively lead and contribute to solution design, applying Salesforce best practices. - Optimize existing builds to reduce technical debt and improve org health and efficiency. - Manage deployments using CI/CD tools and GitHub. Qualifications - Advanced working knowledge of Service Cloud (Deep understanding of Omni-Channel Routing, Service Console, Case Management, Email-to-Case, Web-to-Case, Knowledge Management, Entitlements and Milestones, Digital Engagement and Chat, Embedded Messaging, Queues and Assignment Rules). - Working knowledge of relational databases design concepts and data management. - Proficiency with data manipulation tools and uploading techniques (Data Loader, Workbench, Inspector) and good analytical skills. - Experience in working with international teams. - Knowledge of agile methodology/processes. - Understanding of business processes. - Ability to troubleshoot system, process and data issues. - Strong communication skills, open to discussions, team-oriented, with a hands-on attitude. - Fluent English - additional languages are a plus in our global environment. - Master advanced Salesforce features (Flows, validations, complex formulas). - Implementation of solutions using best practices. - Experience with release management tools. - Salesforce certifications, such as Salesforce Certified Administrator, Advanced Administrator, Salesforce Certified Platform App Builder, Service Cloud Consultant or Sales Cloud. Requirements - Bonus Points: - Agentforce Specialist, Data Cloud Consultant. - Experience with API integrations, Salesforce org migrations, or hands-on Apex development. - Familiarity with HubSpot — understanding how it connects to Salesforce in a mixed-CRM environment. - Advanced reporting and dashboard expertise — creating insights that leadership actually use. Benefits - Global Benefits: - Healthcare insurance – so you can focus on what matters. - Wellness that works for you – from gym memberships to mental health support, we’ve got you covered. - Time off that counts – whether it’s a vacation, your birthday, or just a day to recharge, we believe in balance. - Local Perks: - Depending on your location, you will be entitled to local benefits like meal vouchers (ticket restaurant), transport allowances, or extended parental leave. - Career Growth – We’re growing, and so can you! You’ll find lots of chances to learn, develop, and explore new paths - whether within your team or through cross-functional projects. - A Truly Global Team – Work with talented people from all over the world in a diverse and inclusive environment. - Flexibility That Works for You – Remote work and flexible hours aren’t just buzzwords here.

Poland + 1 moreAll locations: Poland | Spain

Role Description We are seeking a hands-on Senior Salesforce Administrator to own and optimize a mature, heavily automated Salesforce environment spanning Sales Cloud and Service Cloud. This role is ideal for someone who enjoys solving complex operational problems through scalable Salesforce configuration, automation, reporting, and integrations. You will partner closely with teams across Sales, Client Success, Finance, Marketing, and IT to improve workflows, maintain data integrity, and support business-critical processes. Our environment includes extensive Flow automation, legacy process rationalization, and integrations with platforms including NetSuite (via Celigo/integrator.io), marketing automation systems, telephony, e-signature solutions, and productivity tools. We also actively leverage AI-assisted tooling in our Salesforce workflows and are especially interested in candidates who already use AI tools to improve administration, troubleshooting, documentation, and operational efficiency. Key Responsibilities - Serve as the primary administrator for Salesforce Sales Cloud and Service Cloud environments. - Manage users, profiles, permission sets, roles, security, and sharing settings. - Design, build, and maintain Salesforce Flow automations, including record-triggered, scheduled, screen, and HTTP callout flows. - Support the cleanup and migration of legacy Workflow Rules and Process Builder automations. - Build and maintain reports and dashboards supporting pipeline visibility, operational reporting, and subscription revenue metrics (MRR/ARR/churn). - Administer Case Management workflows, assignment rules, and service automation processes. - Own and maintain integrations between Salesforce and connected platforms such as NetSuite, Celigo/integrator.io, GoHighLevel, HubSpot, Dialpad, PDF Butler, Apollo, Outlook, and Teams. - Configure and troubleshoot API- and webhook-based integrations. - Support deployments and release management activities across sandboxes and production environments using change sets, Metadata API, and Salesforce CLI. - Maintain strong data hygiene through validation rules, audits, de-duplication, and process improvements. - Troubleshoot end-user issues and provide documentation, training, and operational support. - Partner cross-functionally with business stakeholders to translate operational needs into scalable Salesforce solutions. - Stay current on Salesforce platform updates, best practices, and emerging technologies. Qualifications - 5+ years of hands-on Salesforce Administration experience in complex, heavily automated environments. - Salesforce Administrator Certification required. - Strong experience with Salesforce Flow automation. - Hands-on administration experience with both Sales Cloud and Service Cloud. - Experience managing third-party integrations and API/webhook-based syncs. - Strong understanding of Salesforce security, permissions, roles, and sharing models. - Experience building reports and dashboards for operational and business reporting. - Excellent analytical, troubleshooting, communication, and documentation skills. - Ability to collaborate effectively across technical and non-technical teams. Preferred Qualifications - Advanced Administrator and/or Platform App Builder certification. - Experience with NetSuite integrations and middleware platforms such as Celigo/integrator.io. - Experience with HubSpot, GoHighLevel, Dialpad, PDF Butler, Apollo, or similar platforms. - Familiarity with Salesforce deployments using Metadata API and Salesforce CLI. - Experience supporting subscription-based business metrics including MRR, ARR, and churn. - Experience using AI tools such as ChatGPT, Claude, or similar tools in Salesforce administration workflows. Nice to Have - Platform Developer I certification. - Experience in healthcare, SaaS, marketing, or agency environments. - Exposure to low-code/no-code automation best practices and RevOps workflows. Education - Bachelor’s degree in Computer Science, Business, Marketing, or a related field preferred — or equivalent practical experience.

India